StockDriftsStockDriftsTop 50 Orin Green Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.05% | 52.4K | $40.1M | -2.66%(-1.43K) | $391.85(+96.51%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.52% | 359.4K | $25.4M | -1.47%(-5.38K) | $45.72(+51.71%) | 2026-09-30 | |
| IJH | ISHARES TR | 9.28% | 343.7K | $24.7M | +0.18%(+617) | $46.39(+56.01%) | 2026-09-30 | |
| QCOM | QUALCOMM INC | 5.87% | 85.0K | $15.7M | -0.60%(-515) | $151.72(+14.37%) | 2026-09-30 | |
| CMF | ISHARES TR | 5.71% | 281.2K | $15.2M | -1.28%(-3.65K) | $57.53(-4.77%) | 2026-09-30 | |
| EFA | ISHARES TR | 3.71% | 95.1K | $9.9M | -0.14%(-130) | $70.08(+46.78%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.58% | 190.2K | $9.5M | -3.37%(-6.63K) | $32.41(+51.97%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 3.29% | 24.9K | $8.8M | -7.17%(-1.93K) | $180.90(+95.32%) | 2026-09-30 | |
| MUB | ISHARES TR | 3.25% | 85.7K | $8.7M | +1.37%(+1.16K) | $108.00(-5.24%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.54% | 8.9K | $6.8M | -1.08%(-97) | $383.19(+100.03%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.49% | +46.17% | +5.63% | +31.50% |
| Top 20 Holdings Unweighted | +12.71% | +43.19% | +5.35% | +29.76% |
Orin Green Financial LLC reports $266.53M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.1%), VEA (9.5%) and IJH (9.3%). The top 20 holdings account for 80.67% of reported assets. Its disclosed equity book has returned +46.17% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Orin Green Financial LLC, compare funds side by side, and get alerts the moment positions change.
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