13F Insight
DOSSIER · 13F-HR · Q3 2026

Orin Green Financial, LLC

$267M in tracked AUM across 82 positions as of Q3 2026.

OG
CIK 0001844227 · last filed Sep 30, 2026
Total AUM
$267M
as of Q3 2026
Holdings
82
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Orin Green Financial, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$40M52K15.1%02
VEA
VANGUARD TAX-MANAGED FDS
$25M359K9.5%03
IJH
ISHARES TR
$25M344K9.3%04
QCOM
QUALCOMM INC
$16M85K5.9%05
CMF
ISHARES TR
$15M281K5.7%06
EFA
ISHARES TR
$10M95K3.7%07
SPDW
SPDR INDEX SHS FDS
$10M190K3.6%08
VV
VANGUARD INDEX FDS
$9M25K3.3%09
MUB
ISHARES TR
$9M86K3.3%10
SPY
STATE STR SPDR S&P 500 ETF T
$7M9K2.5%

Filing history

2026Q3Sep 30
$267M▼ 1.7%
82 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 24