StockDriftsStockDriftsTop 50 Orin Green Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.87% | 53.8K | $40.3M | +1.13%(+604) | $391.85(+98.78%) | 2026-06-30 | |
| IJH | ISHARES TR | 9.76% | 343.1K | $26.5M | +1.78%(+5.99K) | $46.34(+69.50%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.59% | 364.7K | $26.0M | -1.21%(-4.46K) | $45.72(+61.88%) | 2026-06-30 | |
| CMF | ISHARES TR | 6.06% | 284.9K | $16.4M | -0.80%(-2.30K) | $57.53(-1.26%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 5.83% | 85.6K | $15.8M | -1.00%(-864) | $151.72(+6.89%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.66% | 196.8K | $9.9M | -0.84%(-1.68K) | $32.41(+61.04%) | 2026-06-30 | |
| EFA | ISHARES TR | 3.65% | 95.2K | $9.9M | -1.87%(-1.82K) | $70.08(+55.04%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 3.41% | 26.9K | $9.2M | -2.69%(-743) | $180.90(+97.08%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.36% | 84.5K | $9.1M | +0.13%(+112) | $108.05(-2.14%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.61% | 47.7K | $7.1M | -0.22%(-103) | $90.63(+65.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.44% | +42.16% | +5.57% | +31.11% |
| Top 20 Holdings Unweighted | +11.78% | +39.66% | +5.23% | +29.03% |
Orin Green Financial, LLC reports $271.05M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.9%), IJH (9.8%) and VEA (9.6%). The top 20 holdings account for 81.12% of reported assets. Its disclosed equity book has returned +42.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orin Green Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844227). View Orin Green Financial, LLC’s 13F filings on SEC