Orin Green Financial, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Orin Green Financial, LLC reported 83 stock positions worth $271.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.9% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.8%) and Vanguard Ftse Developed ETF (VEA, 9.6%). Compared with Q1 2026, it opened 6 new positions, sold out of 1, added to 17 and reduced 36. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale iShares California Muni Bond (CMF, shares −1%).

Most Recent 13F
Q2 2026
Location
SAN DIEGO, CA
CIK
0001844227
Portfolio Value
$271.1M (Q2 2026)
SEC Filing
0001844227-26-000003 ↗ filed Jul 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $5.2M Q1 2024 Q2 2024: $217.1M Q2 2024 Q3 2024: $231.9M Q3 2024 Q4 2024: $0 Q4 2024 Q1 2025: $212.2M Q1 2025 Q2 2025: $236.3M Q2 2025 Q3 2025: $250.2M Q3 2025 Q4 2025: $250.0M Q4 2025 Q1 2026: $243.8M Q1 2026 Q2 2026: $271.1M $271.1M Q2 2026

Holdings 83 stocks · $271.1M
IVV iShares Core S&P 500 ETF 14.87% 53,825 $40.3M Add +1.1%
IJH iShares Core S&P Midcap ETF 9.76% 343,070 $26.5M Add +1.8%
VEA Vanguard Ftse Developed ETF 9.59% 364,728 $26.0M Reduce -1.2%
CMF iShares California Muni Bond 6.06% 284,860 $16.4M Reduce -0.8%
QCOM Qualcomm Inc. 5.83% 85,559 $15.8M Reduce -1.0%
SPDW Ste STR SPDR PT DW Eu ETF 3.66% 196,823 $9.9M Reduce -0.8%
EFA iShares MSCI Eafe ETF 3.65% 95,203 $9.9M Reduce -1.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.41% 26,876 $9.2M Reduce -2.7%
MUB iShares National Muni Bond E 3.36% 84,531 $9.1M Add +0.1%
IJR iShares Core S&P Small-Cap E 2.61% 47,749 $7.1M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 2.47% 8,968 $6.7M Reduce -1.0%
IWR iShares Russell Mid-Cap ETF 2.47% 60,571 $6.7M Reduce -2.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.25% 75,582 $6.1M Add +0.5%
RWO State Street SPDR Dow Jones 2.14% 116,451 $5.8M Reduce -1.2%
VWO Vanguard Ftse Emerging Marke 1.63% 74,155 $4.4M Reduce -3.8%
GLD SPDR Gold Shares 1.59% 11,664 $4.3M Add +0.3%
AAPL Apple Inc. 1.46% 13,684 $4.0M Reduce -0.7%
SPSB SS SPDR P St C Corp. ETF 1.45% 130,628 $3.9M Add +1.7%
VB Vanguard Most SM-Cap ETF-Usd 1.45% 12,928 $3.9M Reduce -1.4%
IAGG iShares Intl Aggregate Bond 1.41% 75,394 $3.8M Add +4.5%
GOOG Alphabet Inc. Class C 1.35% 10,370 $3.7M Add +0.2%
SPAB SS SPDR P Agg Bond ETF 0.94% 99,567 $2.5M Reduce -0.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.83% 25,975 $2.2M Reduce -3.4%
GBIL Goldman Sachs Access Treasur 0.74% 20,106 $2.0M No change
AMZN Amazon.com Inc. 0.74% 8,391 $2.0M Reduce -1.8%
GOOGL Alphabet Inc. Class A 0.65% 4,961 $1.8M Reduce -7.0%
DBEF Xtrackers MSCI Eafe Hedged E 0.63% 31,158 $1.7M No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.58% 17,911 $1.6M Reduce -0.5%
ESGU iShares ESG Aware MSCI USA 0.56% 9,260 $1.5M Add +3.4%
NVDA Nvidia Corp. 0.53% 7,173 $1.4M Reduce -1.8%
SPSM SS SPDR P S&P 600 Small Cap 0.50% 23,502 $1.4M Reduce -6.0%
CRM Salesforce Inc. 0.48% 8,370 $1.3M Reduce -0.0%
IWP iShares Russell Mid-Cap Grow 0.47% 8,659 $1.3M Reduce -1.2%
IWM iShares Russell 2000 ETF 0.45% 4,041 $1.2M Reduce -0.2%
EEM iShares MSCI Emerging Market 0.44% 17,526 $1.2M Reduce -9.6%
SUB iShares Short-Term National 0.43% 10,833 $1.2M No change
SRE Sempra 0.41% 11,891 $1.1M Reduce -50.3%
SPMD SS SPDR P S&P 400 Midcap ETF 0.40% 16,095 $1.1M Reduce -1.7%
ESGD iShares Trust iShares ESG Aw 0.39% 10,359 $1.1M Add +1.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.39% 8,861 $1.1M No change
SPEM State Street SP PTF Em ETF 0.35% 18,497 $958K Reduce -4.0%
MSFT Microsoft Corp. 0.34% 2,442 $911K No change
AGG iShares Core U.S. Aggregate 0.33% 9,013 $892K Add +1.4%
AMD Advanced Micro Devices 0.32% 1,496 $869K Reduce -0.5%
AOA iShares Core 80/20 Aggressiv 0.30% 8,445 $824K Add +1.6%
VCSH Vanguard S/T Corp. Bond ETF 0.30% 10,311 $815K Reduce -0.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.30% 2,205 $806K Reduce -0.8%
IWF iShares Russell 1000 Growth 0.29% 6,280 $780K No change
COST Costco Wholesale Corp. 0.25% 716 $669K No change
BRK.B Berkshire Hathaway Inc. Class B 0.24% 1,321 $661K No change
EAGG iShares ESG Aware US Aggrega 0.24% 13,495 $640K Add +5.9%
ACWI iShares MSCI Acwi ETF 0.24% 4,069 $639K Add +11.6%
IBIT iShares Bitcoin Trust ETF 0.22% 18,139 $604K No change
META Meta Platforms Inc. Class A 0.22% 1,055 $594K No change
AOR iShares Core 60/40 Balanced 0.21% 8,107 $563K Add +0.1%
TBLL Invesco Short Term Treasury 0.20% 5,141 $543K Reduce -32.2%
CAT Caterpillar Inc. 0.20% 499 $531K No change
MDYV SS SPDR S&P 400 MC Val ETF 0.18% 5,213 $494K Reduce -7.0%
DXCM Dexcom Inc. 0.17% 7,038 $474K Add +7.6%
ESML iShares ESG Aware MSCI USA S 0.16% 7,741 $433K Add +3.4%
VTI VG Morningstar TS MKT ETF-US 0.15% 1,088 $403K Reduce -16.4%
RMD Resmed Inc. 0.14% 1,992 $388K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.13% 3,913 $355K No change
SLYG SS SPDR S&P 600 SC GR ETF 0.12% 2,805 $334K No change
V Visa Inc. Class A 0.12% 949 $326K No change
QQQ Invesco QQQ Trust Series 1 0.11% 406 $299K No change
EFG iShares MSCI Eafe Growth ETF 0.11% 2,310 $287K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.10% 2,489 $272K No change
IWL iShares Russell Top 200 ETF 0.10% 1,422 $263K Reduce -15.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.10% 2,985 $262K No change
TSLA Tesla Inc. 0.09% 571 $240K Reduce -0.3%
VNQ Vanguard Real Estate ETF 0.09% 2,459 $237K No change
DFAX Dimensional World Ex US Core 0.08% 6,087 $224K No change
AVGO Broadcom Inc. 0.08% 587 $222K New
ICF iShares Select U.S. REIT ETF 0.08% 3,276 $222K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.08% 111 $221K New
STX Seagate Technology Holdings 0.08% 227 $219K New
ESGE iShares Inc. iShares ESG Awar 0.08% 3,755 $205K New
LGCY Legacy Education Inc. 0.06% 13,180 $155K New
DIREXION SHARES ETF TRUST 0.02% 19,250 $62K New
OGCP Empire State Realty Op-S60 0.02% 10,737 $51K No change
PLX Protalix Biotherapeutics Inc. 0.01% 10,000 $23K Reduce -84.5%
VEEA INC 0.00% 39,205 $9K No change

Portfolio Sells Q1 2026 → Q2 2026
CMF iShares California Muni Bond Reduce -0.8% 6.06% −0.64
SRE Sempra Reduce -50.3% 0.41% −0.55
EFA iShares MSCI Eafe ETF Reduce -1.9% 3.65% −0.22
CRM Salesforce Inc. Reduce -0.0% 0.48% −0.16
TBLL Invesco Short Term Treasury Reduce -32.2% 0.20% −0.13
VEA Vanguard Ftse Developed ETF Reduce -1.2% 9.59% −0.12
SPAB SS SPDR P Agg Bond ETF Reduce -0.7% 0.94% −0.12
VWO Vanguard Ftse Emerging Marke Reduce -3.8% 1.63% −0.08
RWO State Street SPDR Dow Jones Reduce -1.2% 2.14% −0.08
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.8% 3.66% −0.06
PLX Protalix Biotherapeutics Inc. Reduce -84.5% 0.01% −0.05
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.9% 0.30% −0.04
NOK Nokia Corp.-Spon ADR Sold out 0.00% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -16.4% 0.15% −0.02
SPEM State Street SP PTF Em ETF Reduce -4.0% 0.35% −0.02
MDYV SS SPDR S&P 400 MC Val ETF Reduce -7.0% 0.18% −0.01
IWL iShares Russell Top 200 ETF Reduce -15.1% 0.10% −0.01
EEM iShares MSCI Emerging Market Reduce -9.6% 0.44% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -2.2% 2.47% −0.00
TSLA Tesla Inc. Reduce -0.3% 0.09% +0.00
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -1.7% 0.40% +0.00
SPSM SS SPDR P S&P 600 Small Cap Reduce -6.0% 0.50% +0.00
IWP iShares Russell Mid-Cap Grow Reduce -1.2% 0.47% +0.01
NVDA Nvidia Corp. Reduce -1.8% 0.53% +0.01
AMZN Amazon.com Inc. Reduce -1.8% 0.74% +0.01
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -0.5% 0.58% +0.02
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.8% 0.30% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.4% 0.83% +0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -2.7% 3.41% +0.02
GOOGL Alphabet Inc. Class A Reduce -7.0% 0.65% +0.02
AAPL Apple Inc. Reduce -0.7% 1.46% +0.03
IWM iShares Russell 2000 ETF Reduce -0.2% 0.45% +0.04
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.4% 1.45% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.0% 2.47% +0.05
IJR iShares Core S&P Small-Cap E Reduce -0.2% 2.61% +0.17
AMD Advanced Micro Devices Reduce -0.5% 0.32% +0.20
QCOM Qualcomm Inc. Reduce -1.0% 5.83% +1.27

Portfolio Buys Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Add +1.1% 14.87% +0.61
IJH iShares Core S&P Midcap ETF Add +1.8% 9.76% +0.42
GOOG Alphabet Inc. Class C Add +0.2% 1.35% +0.13
AVGO Broadcom Inc. New 0.08% +0.08
ASML ASML Holding NV-NY Reg SHS New 0.08% +0.08
STX Seagate Technology Holdings New 0.08% +0.08
ESGE iShares Inc. iShares ESG Awar New 0.08% +0.08
LGCY Legacy Education Inc. New 0.06% +0.06
ESGU iShares ESG Aware MSCI USA Add +3.4% 0.56% +0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.5% 2.25% +0.03
ACWI iShares MSCI Acwi ETF Add +11.6% 0.24% +0.03
DIREXION SHARES ETF TRUST New 0.02% +0.02
ESML iShares ESG Aware MSCI USA S Add +3.4% 0.16% +0.02
DXCM Dexcom Inc. Add +7.6% 0.17% +0.01
AOA iShares Core 80/20 Aggressiv Add +1.6% 0.30% +0.00
AOR iShares Core 60/40 Balanced Add +0.1% 0.21% −0.01
ESGD iShares Trust iShares ESG Aw Add +1.1% 0.39% −0.01
EAGG iShares ESG Aware US Aggrega Add +5.9% 0.24% −0.01
AGG iShares Core U.S. Aggregate Add +1.4% 0.33% −0.03
IAGG iShares Intl Aggregate Bond Add +4.5% 1.41% −0.07
SPSB SS SPDR P St C Corp. ETF Add +1.7% 1.45% −0.14
MUB iShares National Muni Bond E Add +0.1% 3.36% −0.32
GLD SPDR Gold Shares Add +0.3% 1.59% −0.47

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 83$271.1MIVV, IJH, VEA, CMF, QCOM
Q1 2026 78$243.8MIVV, VEA, IJH, CMF, QCOM
Q4 2025 77$250.0MIVV, VEA, IJH, CMF, QCOM
Q3 2025 88$250.2MIVV, VEA, IJH, CMF, QCOM
Q2 2025 78$236.3MIVV, VEA, IJH, CMF, QCOM
Q1 2025 76$212.2MIVV, CMF, VEA, IJH, QCOM
Q4 2024 0$0
Q3 2024 83$231.9MIVV, CMF, IJH, VEA, QCOM
Q2 2024 77$217.1MIVV, CMF, QCOM, IJH, VEA
Q1 2024 7$5.2MGOOG, AAPL, AMZN, BRK.B, GOOGL