Orin Green Financial, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Orin Green Financial, Llc disclosed 82 stock positions valued at approximately $271.05M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 82
- Portfolio Value
- $271.05M
Holdings by Sector
Orin Green Financial, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.87% | 53,825 | +604 | +1.13% | $40,309,100 |
| ISHARES TR | IJH | Other | 9.76% | 343,070 | +5,994 | +1.78% | $26,454,163 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.59% | 364,728 | -4,461 | -1.21% | $25,986,880 |
| ISHARES TR | CMF | Other | 6.06% | 284,860 | -2,304 | -0.80% | $16,419,331 |
| QUALCOMM INC | QCOM | Technology | 5.83% | 85,559 | -864 | -1.00% | $15,810,448 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.66% | 196,823 | -1,676 | -0.84% | $9,917,931 |
| ISHARES TR | EFA | Other | 3.65% | 95,203 | -1,818 | -1.87% | $9,889,729 |
| VANGUARD INDEX FDS | VV | Other | 3.41% | 26,876 | -743 | -2.69% | $9,242,925 |
| ISHARES TR | MUB | Other | 3.36% | 84,531 | +112 | +0.13% | $9,097,226 |
| ISHARES TR | IJR | Other | 2.61% | 47,749 | -103 | -0.22% | $7,081,626 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.47% | 8,968 | -89 | -0.98% | $6,696,855 |
| ISHARES TR | IWR | Other | 2.47% | 60,571 | -1,358 | -2.19% | $6,682,193 |
| VANGUARD INDEX FDS | VO | Other | 2.25% | 75,582 | +56,787 | +302.14% | $6,089,642 |
| SPDR INDEX SHS FDS | RWO | Other | 2.14% | 116,451 | -1,362 | -1.16% | $5,788,745 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.63% | 74,155 | -2,941 | -3.81% | $4,426,294 |
| SPDR GOLD TR | GLD | Other | 1.59% | 11,664 | +36 | +0.31% | $4,296,784 |
| APPLE INC | AAPL | Technology | 1.46% | 13,684 | -102 | -0.74% | $3,959,708 |
| SPDR SERIES TRUST | SPSB | Other | 1.45% | 130,628 | +2,184 | +1.70% | $3,920,158 |
| VANGUARD INDEX FDS | VB | Other | 1.45% | 12,928 | -182 | -1.39% | $3,918,735 |
| ISHARES TR | IAGG | Other | 1.41% | 75,394 | +3,245 | +4.50% | $3,814,942 |
| ALPHABET INC | GOOG | Communication Services | 1.35% | 10,370 | +24 | +0.23% | $3,664,032 |
| SPDR SERIES TRUST | SPAB | Other | 0.94% | 99,567 | -647 | -0.65% | $2,540,947 |
| VANGUARD INDEX FDS | VUG | Other | 0.83% | 25,975 | +21,493 | +479.54% | $2,237,487 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.74% | 20,106 | - | - | $2,013,817 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.74% | 8,391 | -155 | -1.81% | $1,999,911 |
| ALPHABET INC | GOOGL | Communication Services | 0.65% | 4,961 | -375 | -7.03% | $1,772,913 |
| DBX ETF TR | DBEF | Other | 0.63% | 31,158 | - | - | $1,702,162 |
| SPDR SERIES TRUST | SPLG | Other | 0.58% | 17,911 | -83 | -0.46% | $1,574,003 |
| ISHARES TR | ESGU | Other | 0.56% | 9,260 | +307 | +3.43% | $1,515,584 |
| NVIDIA CORPORATION | NVDA | Technology | 0.53% | 7,173 | -130 | -1.78% | $1,435,246 |
Showing 30 of 82 holdings in the latest reporting period.