Orin Green Financial, Llc Portfolio Stock Holdings
Orin Green Financial, Llc disclosed 78 stock positions valued at approximately $243.8 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 78
- Portfolio Value
- $243.8M
Holdings by Sector
Orin Green Financial, Llc Portfolio Holdings in Q1 2026
77 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.26% | 53,221 | -54 | -0.10% | $34,764,439 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.70% | 369,189 | -2,941 | -0.79% | $23,657,616 |
| ISHARES TR | IJH | Other | 9.34% | 337,076 | +2,122 | +0.63% | $22,762,772 |
| ISHARES TR | CMF | Other | 6.70% | 287,164 | -19,863 | -6.47% | $16,328,145 |
| QUALCOMM INC | QCOM | Technology | 4.57% | 86,423 | +192 | +0.22% | $11,129,554 |
| ISHARES TR | EFA | Other | 3.87% | 97,021 | -909 | -0.93% | $9,423,688 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.72% | 198,499 | -5,295 | -2.60% | $9,061,471 |
| ISHARES TR | MUB | Other | 3.68% | 84,419 | -4,576 | -5.14% | $8,961,077 |
| VANGUARD INDEX FDS | VV | Other | 3.39% | 27,619 | -287 | -1.03% | $8,253,938 |
| ISHARES TR | IWR | Other | 2.47% | 61,929 | +92 | +0.15% | $6,021,356 |
| ISHARES TR | IJR | Other | 2.44% | 47,852 | +69 | +0.14% | $5,948,458 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.42% | 9,057 | -3 | -0.03% | $5,889,974 |
| VANGUARD INDEX FDS | VO | Other | 2.21% | 18,795 | +108 | +0.58% | $5,397,548 |
| SPDR INDEX SHS FDS | RWO | Other | 2.21% | 117,813 | -478 | -0.40% | $5,392,270 |
| SPDR GOLD TR | GLD | Other | 2.05% | 11,628 | +7 | +0.06% | $5,003,412 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.71% | 77,096 | -2,803 | -3.51% | $4,167,023 |
| SPDR SERIES TRUST | SPSB | Other | 1.58% | 128,444 | -1,347 | -1.04% | $3,862,335 |
| ISHARES TR | IAGG | Other | 1.48% | 72,149 | +3,426 | +4.99% | $3,610,340 |
| APPLE INC | AAPL | Technology | 1.44% | 13,786 | +130 | +0.95% | $3,498,678 |
| VANGUARD INDEX FDS | VB | Other | 1.41% | 13,110 | +36 | +0.28% | $3,433,771 |
| ALPHABET INC | GOOG | Communication Services | 1.22% | 10,346 | - | - | $2,967,854 |
| SPDR SERIES TRUST | SPAB | Other | 1.05% | 100,214 | -376 | -0.37% | $2,567,499 |
| SEMPRA | SRE | Utilities | 0.95% | 23,939 | +23,939 | +100.00% | $2,326,153 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.83% | 20,106 | - | - | $2,014,420 |
| VANGUARD INDEX FDS | VUG | Other | 0.80% | 4,482 | -11 | -0.24% | $1,957,693 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.73% | 8,546 | +554 | +6.93% | $1,779,875 |
| SALESFORCE INC | CRM | Technology | 0.64% | 8,372 | - | - | $1,562,802 |
| DBX ETF TR | DBEF | Other | 0.63% | 31,158 | - | - | $1,539,205 |
| ALPHABET INC | GOOGL | Communication Services | 0.63% | 5,336 | -23 | -0.43% | $1,534,421 |
| SPDR SERIES TRUST | SPLG | Other | 0.56% | 17,994 | -360 | -1.96% | $1,377,248 |
| NVIDIA CORPORATION | NVDA | Technology | 0.52% | 7,303 | -202 | -2.69% | $1,273,643 |
| ISHARES TR | ESGU | Other | 0.52% | 8,953 | +975 | +12.22% | $1,266,133 |
| SPDR SERIES TRUST | SPSM | Other | 0.50% | 25,011 | -477 | -1.87% | $1,208,543 |
| ISHARES TR | SUB | Other | 0.47% | 10,833 | -140 | -1.28% | $1,153,715 |
| ISHARES TR | IWP | Other | 0.46% | 8,767 | +80 | +0.92% | $1,123,206 |
| ISHARES TR | EEM | Other | 0.45% | 19,379 | -386 | -1.95% | $1,100,554 |
| ISHARES TR | IWM | Other | 0.41% | 4,049 | +19 | +0.47% | $1,004,152 |
| ISHARES TR | ESGD | Other | 0.40% | 10,251 | +1,181 | +13.02% | $980,201 |
| SPDR SERIES TRUST | SPMD | Other | 0.40% | 16,376 | -24 | -0.15% | $969,806 |
| MICROSOFT CORP | MSFT | Technology | 0.37% | 2,442 | - | - | $903,955 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.37% | 19,263 | -1,095 | -5.38% | $903,627 |
| ISHARES TR | AGG | Other | 0.36% | 8,889 | +1,382 | +18.41% | $882,411 |
| SPDR SERIES TRUST | SPYG | Other | 0.36% | 8,861 | - | - | $867,581 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.34% | 10,407 | +6 | +0.06% | $824,982 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 0.33% | 7,580 | -76 | -0.99% | $800,069 |
| ISHARES TR | AOA | Other | 0.30% | 8,313 | +596 | +7.72% | $735,618 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.29% | 716 | - | - | $712,946 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.29% | 18,139 | +3,372 | +22.83% | $696,900 |
| VANGUARD INDEX FDS | VBK | Other | 0.28% | 2,224 | - | - | $672,205 |
| ISHARES TR | IWF | Other | 0.27% | 1,570 | -60 | -3.68% | $669,448 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.26% | 1,321 | +148 | +12.62% | $633,023 |
| ISHARES TR | EAGG | Other | 0.25% | 12,744 | +2,950 | +30.12% | $605,977 |
| META PLATFORMS INC | META | Communication Services | 0.25% | 1,055 | - | - | $603,598 |
| ISHARES TR | AOR | Other | 0.21% | 8,099 | +115 | +1.44% | $521,198 |
| ISHARES TR | ACWI | Other | 0.21% | 3,645 | +771 | +26.83% | $504,359 |
| SPDR SERIES TRUST | MDYV | Other | 0.20% | 5,604 | -31 | -0.55% | $477,181 |
| RESMED INC | RMD | Healthcare | 0.18% | 1,992 | +14 | +0.71% | $447,164 |
| VANGUARD INDEX FDS | VTI | Other | 0.17% | 1,302 | +227 | +21.12% | $417,695 |
| DEXCOM INC | DXCM | Healthcare | 0.17% | 6,540 | - | - | $410,712 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 499 | - | - | $353,522 |
| ISHARES TR | ESML | Other | 0.14% | 7,488 | +473 | +6.74% | $352,086 |
| SPDR SERIES TRUST | SPTM | Other | 0.13% | 3,913 | +23 | +0.59% | $309,362 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.13% | 1,503 | - | - | $305,755 |
| VISA INC | V | Financial Services | 0.12% | 949 | - | - | $286,826 |
| SPDR SERIES TRUST | SLYG | Other | 0.11% | 2,805 | - | - | $271,019 |
| ISHARES TR | IWL | Other | 0.11% | 1,674 | -76 | -4.34% | $268,641 |
| ISHARES TR | EFG | Other | 0.11% | 2,310 | -253 | -9.87% | $257,265 |
| SPDR SERIES TRUST | SLYV | Other | 0.10% | 2,489 | - | - | $235,410 |
| INVESCO QQQ TR | QQQ | Other | 0.10% | 406 | - | - | $234,335 |
| VANGUARD WORLD FD | MGK | Other | 0.09% | 597 | - | - | $219,362 |
| VANGUARD INDEX FDS | VNQ | Other | 0.09% | 2,459 | - | - | $218,113 |
| TESLA INC | TSLA | Consumer Cyclical | 0.09% | 573 | -1,430 | -71.39% | $213,013 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.08% | 6,087 | +6,087 | +100.00% | $206,775 |
| ISHARES TR | ICF | Other | 0.08% | 3,276 | +3,276 | +100.00% | $202,751 |
| PROTALIX BIOTHERAPEUTICS INC | PLX | Healthcare | 0.06% | 64,433 | +3,000 | +4.88% | $139,820 |
| NOKIA CORP | NOK | Technology | 0.03% | 10,008 | - | - | $80,464 |
| EMPIRE ST RLTY OP L P | OGCP | Real Estate | 0.02% | 10,737 | - | - | $56,250 |