13F Insight
DOSSIER · 13F-HR · Q2 2026

Orin Green Financial, LLC

$271M in tracked AUM across 83 positions as of Q2 2026.

OG
CIK 0001844227 · last filed Jun 30, 2026
Total AUM
$271M
as of Q2 2026
Holdings
83
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Orin Green Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$40M54K14.9%02
IJH
ISHARES TR
$26M343K9.8%03
VEA
VANGUARD TAX-MANAGED FDS
$26M365K9.6%04
CMF
ISHARES TR
$16M285K6.1%05
QCOM
QUALCOMM INC
$16M86K5.8%06
SPDW
SPDR INDEX SHS FDS
$10M197K3.7%07
EFA
ISHARES TR
$10M95K3.6%08
VV
VANGUARD INDEX FDS
$9M27K3.4%09
MUB
ISHARES TR
$9M85K3.4%10
IJR
ISHARES TR
$7M48K2.6%

Filing history

2026Q2Jun 30
$271M▲ 11.2%
83 positionsView →2026Q1Mar 31
$244M▼ 2.5%
78 positionsView →2025Q4Dec 31
$250M▼ 0.1%
77 positionsView →2025Q3Sep 30
$250M▲ 5.9%
88 positionsView →2025Q2Jun 30
$236M▲ 11.4%
78 positionsLocked2025Q1Mar 31
$212M▼ 6.8%
76 positionsLocked2024Q4Dec 31
$228M▼ 1.8%
79 positionsLocked2024Q3Sep 30
$232M▲ 6.8%
83 positionsLocked2024Q2Jun 30
$217M▲ 2.0%
77 positionsLocked2024Q1Mar 31
$213M▲ 5.0%
79 positionsLocked2023Q4Dec 31
$203M▲ 12.5%
80 positionsLocked2023Q3Sep 30
$180M▼ 5.8%
74 positionsLocked
Showing 12 of 23