Orcam Financial Group Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Orcam Financial Group disclosed 105 stock positions valued at approximately $204.68M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INTL EQUITY INDEX F, VANGUARD INDEX FDS, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 105
- Portfolio Value
- $204.68M
Holdings by Sector
Orcam Financial Group Portfolio Holdings in Q2 2026
98 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 | 7.31% | 95,303 | +2,290 | +2.46% | $14,957,850 |
| VANGUARD INDEX FDS | VTI | Other | 5.20% | 28,743 | +2,424 | +9.21% | $10,636,024 |
| SCHWAB STRATEGIC TR | SCHB | Other | 4.37% | 309,050 | -1,993 | -0.64% | $8,950,075 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.37% | 322,547 | +104,434 | +47.88% | $8,934,543 |
| VANGUARD STAR FDS | VXUS | Other | 3.33% | 79,771 | +8,620 | +12.12% | $6,819,610 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.97% | 111,359 | +22,790 | +25.73% | $4,037,888 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.87% | 103,810 | +2,603 | +2.57% | $3,827,491 |
| VANGUARD TAX-MANAGED INTL FD | VEA | Other | 1.58% | 45,475 | +1,203 | +2.72% | $3,240,102 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.41% | 49,065 | +6,835 | +16.19% | $2,893,835 |
| ISHARES TR | IEFA | Other | 1.28% | 27,108 | +27,108 | +100.00% | $2,618,091 |
| VANGUARD INDEX FDS | VTV | Other | 1.20% | 11,278 | +2,353 | +26.36% | $2,457,844 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.12% | 38,236 | +5,815 | +17.94% | $2,282,295 |
| VANGUARD INDEX FDS | VO | Other | 1.06% | 26,906 | +25,007 | +1316.85% | $2,167,797 |
| ISHARES TR | AGG | Other | 1.02% | 21,174 | +21,174 | +100.00% | $2,095,803 |
| APPLE INC | AAPL | Technology | 0.96% | 6,759 | +4,826 | +249.66% | $1,955,841 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.90% | 22,050 | +1,552 | +7.57% | $1,846,689 |
| VANGUARD INDEX FDS | VOO | Other | 0.86% | 2,576 | +2 | +0.08% | $1,769,458 |
| ISHARES TR | IJH | Other | 0.86% | 22,847 | +22,847 | +100.00% | $1,761,732 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.86% | 2,347 | +1 | +0.04% | $1,752,455 |
| ISHARES INC | IEMG | Other | 0.85% | 20,912 | +20,912 | +100.00% | $1,732,350 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.84% | 58,582 | +14,633 | +33.30% | $1,724,062 |
| SPDR SER TR | HYMB | Other | 0.73% | 58,684 | -2,769 | -4.51% | $1,492,919 |
| ISHARES TR | AOR | Other | 0.73% | 21,478 | +14,030 | +188.37% | $1,492,708 |
| VANECK ETF TRUST | HYD | Other | 0.72% | 28,714 | +14 | +0.05% | $1,479,050 |
| ISHARES TR | IVV | Other | 0.65% | 1,771 | +1,189 | +204.30% | $1,326,284 |
| NVIDIA CORPORATION | NVDA | Technology | 0.64% | 6,587 | +6,587 | +100.00% | $1,317,993 |
| VANGUARD INDEX FDS | VB | Other | 0.60% | 4,073 | +4,073 | +100.00% | $1,234,706 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.60% | 5,127 | +3,726 | +265.95% | $1,221,969 |
| ALPHABET INC | GOOGL | Communication Services | 0.58% | 3,344 | +3,344 | +100.00% | $1,195,137 |
| SPDR S&P MIDCAP 400 ETF TR | MDY | Other | 0.52% | 1,521 | +1,521 | +100.00% | $1,069,780 |
| MICROSOFT CORP | MSFT | Technology | 0.51% | 2,778 | +2,142 | +336.79% | $1,036,116 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.50% | 12,426 | -175 | -1.39% | $1,027,009 |
| VANGUARD INDEX FDS | VNQ | Other | 0.49% | 10,413 | +10,413 | +100.00% | $1,004,165 |
| VANGUARD WORLD FDS | VGT | Other | 0.47% | 8,007 | +7,116 | +798.65% | $956,992 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.43% | 17,365 | +17,365 | +100.00% | $875,017 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.43% | 27,503 | -388 | -1.39% | $872,123 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.42% | 14,904 | +3,024 | +25.45% | $867,437 |
| EXXON MOBIL CORP | XOM | Energy | 0.42% | 6,274 | +1,802 | +40.30% | $857,847 |
| PLANET LABS PBC | PL | Industrials | 0.40% | 24,771 | - | - | $820,663 |
| VANGUARD INDEX FDS | VUG | Other | 0.40% | 9,514 | +9,514 | +100.00% | $819,536 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.39% | 14,375 | +112 | +0.79% | $793,186 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.38% | 3,695 | +481 | +14.97% | $786,185 |
| ISHARES TR | IQLT | Other | 0.38% | 15,701 | +15,701 | +100.00% | $777,985 |
| ISHARES TR | PFF | Other | 0.38% | 25,264 | -7,468 | -22.82% | $770,287 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.35% | 13,843 | +47 | +0.34% | $716,780 |
| ISHARES TR | IEF | Other | 0.34% | 7,278 | +7,278 | +100.00% | $688,280 |
| INVESCO QQQ TR | QQQ | Other | 0.34% | 934 | - | - | $687,727 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.31% | 27,723 | +276 | +1.01% | $641,240 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.31% | 11,820 | +11,820 | +100.00% | $638,516 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.25% | 1,573 | +1,573 | +100.00% | $514,975 |
| LAM RESEARCH CORP | LRCX | Other | 0.24% | 1,157 | +1,157 | +100.00% | $501,363 |
| ISHARES TR | TLT | Other | 0.24% | 5,751 | +5,751 | +100.00% | $497,001 |
| ISHARES GOLD TR | IAU | Other | 0.24% | 6,437 | - | - | $486,058 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.23% | 5,987 | -74 | -1.22% | $473,184 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.23% | 10,518 | - | - | $466,578 |
| J P MORGAN EXCHANGE-TRADED F | JPST | Other | 0.23% | 9,113 | +9,113 | +100.00% | $460,851 |
| APPLIED MATLS INC | AMAT | Technology | 0.22% | 610 | +610 | +100.00% | $441,030 |
| VANGUARD BD INDEX FDS | BND | Other | 0.21% | 5,968 | -2,826 | -32.14% | $438,147 |
| VANGUARD WELLINGTON FD | VFMO | Other | 0.21% | 1,748 | +3 | +0.17% | $436,243 |
| ISHARES TR | IVLU | Other | 0.20% | 9,843 | +9,843 | +100.00% | $411,654 |
| META PLATFORMS INC | META | Communication Services | 0.20% | 728 | +728 | +100.00% | $410,124 |
| DEERE & CO | DE | Industrials | 0.20% | 634 | +256 | +67.72% | $402,165 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.19% | 1,542 | +1 | +0.06% | $391,646 |
| LILLY ELI & CO | LLY | Healthcare | 0.17% | 292 | +292 | +100.00% | $350,234 |
| KLA CORP | KLAC | Technology | 0.17% | 1,160 | +1,160 | +100.00% | $349,991 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 0.17% | 13,440 | +3,300 | +32.54% | $348,634 |
| ISHARES TR | IWF | Other | 0.17% | 2,805 | +2,104 | +300.14% | $348,270 |
| EMERSON ELEC CO | EMR | Industrials | 0.17% | 2,390 | +2,390 | +100.00% | $342,129 |
| ISHARES TR | IUSB | Other | 0.16% | 6,943 | - | - | $320,419 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.15% | 928 | +928 | +100.00% | $316,467 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.15% | 540 | +540 | +100.00% | $313,691 |
| AFLAC INC | AFL | Financial Services | 0.15% | 2,615 | +215 | +8.96% | $306,609 |
| VISA INC | V | Financial Services | 0.15% | 878 | +878 | +100.00% | $301,269 |
| BROADCOM INC | AVGO | Technology | 0.15% | 796 | +796 | +100.00% | $300,689 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.15% | 7,262 | - | - | $299,558 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.13% | 5,508 | +15 | +0.27% | $271,413 |
| VANGUARD WORLD FDS | VPU | Other | 0.13% | 1,376 | +1,376 | +100.00% | $269,324 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.13% | 645 | +645 | +100.00% | $268,081 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.13% | 4,070 | +28 | +0.69% | $266,963 |
| ISHARES TR | IJR | Other | 0.13% | 1,787 | +1,787 | +100.00% | $265,030 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.13% | 538 | +538 | +100.00% | $256,933 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 2,235 | +135 | +6.43% | $253,136 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.12% | 1,725 | +1,725 | +100.00% | $252,954 |
| CATERPILLAR INC | CAT | Industrials | 0.12% | 236 | +236 | +100.00% | $251,316 |
| RAYTHEON TECHNOLOGIES CORP | RTX | Industrials | 0.12% | 1,269 | +1,269 | +100.00% | $240,767 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.12% | 1,579 | +1,579 | +100.00% | $239,219 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.11% | 249 | +249 | +100.00% | $232,932 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.11% | 453 | +453 | +100.00% | $232,661 |
| Dimensional ETF Trust | DFIC | Other | 0.11% | 6,089 | - | - | $226,876 |
| ALPHABET INC | GOOG | Communication Services | 0.11% | 628 | +628 | +100.00% | $221,982 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.10% | 4,120 | -10,500 | -71.82% | $208,390 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.10% | 1,028 | +1,028 | +100.00% | $206,237 |
| TESLA INC | TSLA | Consumer Cyclical | 0.10% | 486 | +486 | +100.00% | $204,412 |
| CHEVRON CORP NEW | CVX | Energy | 0.10% | 1,224 | +1,224 | +100.00% | $202,890 |
| CAMBRIA ETF TR | TAIL | Other | 0.10% | 18,500 | - | - | $196,655 |
| BLACKROCK RES & COMMODITIES | BCX | Financial Services | 0.08% | 15,196 | +15,196 | +100.00% | $171,867 |
| INVESCO EXCH TRADED FD TR II | PGX | Other | 0.08% | 15,500 | +15,500 | +100.00% | $168,020 |
| VISTA GOLD CORP | VGZ | Basic Materials | 0.07% | 73,929 | - | - | $141,204 |