§ 13F · FUND PROFILE
Orin Green Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $236.3T (13F)Positions · 78Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 53K | $36.5T | 14.6% | +3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 372K | $23.2T | 9.3% | ±0% |
| 3 | IJH | ISHARES TR | 335K | $22.1T | 8.8% | +2% |
| 4 | CMF | ISHARES TR | 307K | $17.6T | 7.1% | −6% |
| 5 | QCOM | QUALCOMM INC | 86K | $14.7T | 5.9% | ±0% |
| 6 | MUB | ISHARES TR | 89K | $9.5T | 3.8% | −4% |
| 7 | EFA | ISHARES TR | 98K | $9.4T | 3.8% | −5% |
| 8 | SPDW | SPDR INDEX SHS FDS | 204K | $9.1T | 3.6% | ±0% |
| 9 | VV | VANGUARD INDEX FDS | 28K | $8.8T | 3.5% | −5% |
| 10 | SPY | SPDR S&P 500 ETF TR | 9K | $6.2T | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORIN SIGNAL
AC read
Orin Green Financial, LLC is a Other fund managing $236277.0 trillion in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed