Orcam Financial Group Portfolio Stock Holdings
Orcam Financial Group disclosed 62 stock positions valued at approximately $140.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD INTL EQUITY INDEX F, VANGUARD INDEX FDS, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 62
- Portfolio Value
- $140.9M
Holdings by Sector
Orcam Financial Group Portfolio Holdings in Q1 2026
55 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | VT | Other | 9.13% | 93,013 | +985 | +1.07% | $12,865,627 |
| VANGUARD INDEX FDS | VTI | Other | 5.99% | 26,319 | +77 | +0.29% | $8,443,551 |
| SCHWAB STRATEGIC TR | SCHB | Other | 5.54% | 311,043 | -15,432 | -4.73% | $7,807,182 |
| VANGUARD STAR FDS | VXUS | Other | 3.90% | 71,151 | +869 | +1.24% | $5,486,434 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.83% | 218,113 | -8,783 | -3.87% | $5,398,298 |
| SCHWAB STRATEGIC TR | SCHM | Other | 2.22% | 101,207 | +88 | +0.09% | $3,133,380 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.07% | 88,569 | -1,168 | -1.30% | $2,918,333 |
| VANGUARD TAX-MANAGED INTL FD | VEA | Other | 2.01% | 44,272 | +3,137 | +7.63% | $2,836,931 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.79% | 42,230 | -13,232 | -23.86% | $2,514,811 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.24% | 32,421 | +734 | +2.32% | $1,752,368 |
| VANGUARD INDEX FDS | VTV | Other | 1.24% | 8,925 | +541 | +6.45% | $1,751,054 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.09% | 20,498 | +682 | +3.44% | $1,539,404 |
| VANGUARD INDEX FDS | VOO | Other | 1.09% | 2,574 | +328 | +14.60% | $1,537,924 |
| SPDR S&P 500 ETF TR | SPY | Other | 1.08% | 2,346 | +38 | +1.65% | $1,525,693 |
| SPDR SER TR | HYMB | Other | 1.08% | 61,453 | +273 | +0.45% | $1,524,043 |
| VANECK ETF TRUST | HYD | Other | 1.02% | 28,700 | +9 | +0.03% | $1,439,013 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.80% | 43,949 | +2,224 | +5.33% | $1,126,862 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.74% | 12,601 | -4,315 | -25.51% | $1,042,733 |
| ISHARES TR | PFF | Other | 0.70% | 32,732 | -185 | -0.56% | $992,441 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.61% | 27,891 | +12 | +0.04% | $855,709 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.56% | 14,263 | -6,233 | -30.41% | $789,510 |
| EXXON MOBIL CORP | XOM | Energy | 0.54% | 4,472 | +19 | +0.43% | $758,762 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.52% | 14,620 | +1,336 | +10.06% | $729,392 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.49% | 11,880 | -1,690 | -12.45% | $695,447 |
| PLANET LABS PBC | PL | Industrials | 0.49% | 24,771 | -9,920 | -28.60% | $692,349 |
| VANGUARD BD INDEX FDS | BND | Other | 0.46% | 8,794 | +251 | +2.94% | $647,607 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.46% | 13,796 | - | - | $647,181 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.45% | 27,447 | -10,510 | -27.69% | $637,317 |
| VANGUARD WORLD FDS | VGT | Other | 0.44% | 891 | +155 | +21.06% | $621,724 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.44% | 3,214 | - | - | $616,831 |
| ISHARES GOLD TR | IAU | Other | 0.40% | 6,437 | - | - | $567,486 |
| VANGUARD INDEX FDS | VO | Other | 0.39% | 1,899 | +6 | +0.32% | $545,280 |
| INVESCO QQQ TR | QQQ | Other | 0.38% | 934 | - | - | $539,031 |
| APPLE INC | AAPL | Technology | 0.35% | 1,933 | -279 | -12.61% | $490,478 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.34% | 6,061 | -741 | -10.89% | $480,470 |
| ISHARES TR | AOR | Other | 0.34% | 7,448 | +1,508 | +25.39% | $479,308 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.29% | 10,518 | +10,518 | +100.00% | $408,729 |
| UNITED STS BRENT OIL FD LP | BNO | Other | 0.28% | 7,545 | +7,545 | +100.00% | $392,415 |
| ISHARES TR | IVV | Other | 0.27% | 582 | - | - | $380,168 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.27% | 1,541 | +1 | +0.06% | $376,685 |
| VANGUARD WELLINGTON FD | VFMO | Other | 0.24% | 1,745 | +2 | +0.11% | $343,933 |
| ISHARES TR | IUSB | Other | 0.23% | 6,943 | +6,943 | +100.00% | $320,697 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 0.22% | 10,140 | - | - | $306,431 |
| ISHARES TR | IWF | Other | 0.21% | 701 | -49 | -6.53% | $298,925 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.21% | 1,401 | +81 | +6.14% | $291,786 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.20% | 7,262 | - | - | $282,928 |
| AFLAC INC | AFL | Financial Services | 0.19% | 2,400 | - | - | $263,304 |
| WALMART INC | WMT | Consumer Defensive | 0.19% | 2,100 | - | - | $260,988 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.17% | 4,042 | +4 | +0.10% | $242,436 |
| MICROSOFT CORP | MSFT | Technology | 0.17% | 636 | +36 | +6.00% | $235,432 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.17% | 5,493 | - | - | $233,690 |
| CAMBRIA ETF TR | TAIL | Other | 0.15% | 18,500 | - | - | $216,635 |
| Dimensional ETF Trust | DFIC | Other | 0.15% | 6,089 | +6,089 | +100.00% | $216,342 |
| DEERE & CO | DE | Industrials | 0.15% | 378 | +378 | +100.00% | $212,927 |
| VISTA GOLD CORP | VGZ | Basic Materials | 0.10% | 73,929 | - | - | $144,901 |