Orin Green Financial, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Orin Green Financial, LLC reported 76 stock positions worth $212.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.6% of the portfolio, followed by iShares California Muni Bond (CMF, 9.5%) and Vanguard Ftse Developed ETF (VEA, 9.1%). Compared with Q4 2024, it opened 76 new positions. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001844227
- Portfolio Value
- $212.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002655 ↗ filed May 6, 2025
Holdings Value
Holdings 76 stocks · $212.2M
| IVV iShares Core S&P 500 ETF | 12.56% | 51,598 | $26.6M | New |
| CMF iShares California Muni Bond | 9.47% | 366,010 | $20.1M | New |
| VEA Vanguard Ftse Developed ETF | 9.13% | 383,646 | $19.4M | New |
| IJH iShares Core S&P Midcap ETF | 8.05% | 318,498 | $17.1M | New |
| QCOM Qualcomm Inc. | 5.55% | 86,542 | $11.8M | New |
| MUB iShares National Muni Bond E | 5.53% | 113,947 | $11.7M | New |
| EFA iShares MSCI Eafe ETF | 4.10% | 107,728 | $8.7M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.51% | 31,471 | $7.4M | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.45% | 202,385 | $7.3M | New |
| IWR iShares Russell Mid-Cap ETF | 2.56% | 69,076 | $5.4M | New |
| VWO Vanguard Ftse Emerging Marke | 2.29% | 111,865 | $4.8M | New |
| RWO State Street SPDR Dow Jones | 2.28% | 115,081 | $4.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.17% | 8,968 | $4.6M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.08% | 18,389 | $4.4M | New |
| IJR iShares Core S&P Small-Cap E | 2.05% | 45,981 | $4.3M | New |
| GLD SPDR Gold Shares | 1.72% | 11,552 | $3.6M | New |
| SPSB SS SPDR P St C Corp. ETF | 1.64% | 115,782 | $3.5M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 1.28% | 13,408 | $2.7M | New |
| SPAB SS SPDR P Agg Bond ETF | 1.28% | 107,743 | $2.7M | New |
| IAGG iShares Intl Aggregate Bond | 1.25% | 52,540 | $2.7M | New |
| AAPL Apple Inc. | 1.18% | 12,968 | $2.5M | New |
| GBIL Goldman Sachs Access Treasur | 0.95% | 20,106 | $2.0M | New |
| CRM Salesforce Inc. | 0.92% | 8,300 | $2.0M | New |
| SUB iShares Short-Term National | 0.90% | 18,214 | $1.9M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.75% | 4,636 | $1.6M | New |
| GOOG Alphabet Inc. Class C | 0.69% | 9,794 | $1.5M | New |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.59% | 31,158 | $1.3M | New |
| AMZN Amazon.com Inc. | 0.58% | 7,343 | $1.2M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.54% | 18,963 | $1.1M | New |
| EEM iShares MSCI Emerging Market | 0.53% | 26,985 | $1.1M | New |
| IWP iShares Russell Mid-Cap Grow | 0.48% | 9,178 | $1.0M | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.47% | 27,326 | $1.0M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.45% | 12,244 | $961K | New |
| SPEM State Street SP PTF Em ETF | 0.44% | 24,890 | $939K | New |
| ESGU iShares ESG Aware MSCI USA | 0.42% | 7,978 | $892K | New |
| TSLA Tesla Inc. | 0.40% | 3,763 | $856K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.38% | 10,961 | $816K | New |
| AGG iShares Core U.S. Aggregate | 0.37% | 8,093 | $787K | New |
| MSFT Microsoft Corp. | 0.36% | 2,136 | $767K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.36% | 16,112 | $757K | New |
| GOOGL Alphabet Inc. Class A | 0.35% | 5,041 | $744K | New |
| ESGD iShares Trust iShares ESG Aw | 0.35% | 9,070 | $732K | New |
| IWM iShares Russell 2000 ETF | 0.33% | 3,784 | $691K | New |
| COST Costco Wholesale Corp. | 0.31% | 679 | $650K | New |
| IBIT iShares Bitcoin Trust ETF | 0.28% | 11,997 | $596K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,173 | $595K | New |
| IWL iShares Russell Top 200 ETF | 0.27% | 4,600 | $581K | New |
| AOA iShares Core 80/20 Aggressiv | 0.27% | 7,761 | $565K | New |
| NVDA Nvidia Corp. | 0.27% | 5,812 | $563K | New |
| TBLL Invesco Short Term Treasury | 0.26% | 5,225 | $551K | New |
| IWF iShares Russell 1000 Growth | 0.26% | 1,630 | $542K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 2,224 | $512K | New |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 9,794 | $457K | New |
| AOR iShares Core 60/40 Balanced | 0.21% | 8,230 | $454K | New |
| DXCM Dexcom Inc. | 0.20% | 6,540 | $432K | New |
| RMD Resmed Inc. | 0.20% | 1,978 | $417K | New |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.19% | 5,892 | $413K | New |
| META Meta Platforms Inc. Class A | 0.17% | 744 | $361K | New |
| V Visa Inc. Class A | 0.14% | 949 | $304K | New |
| ACWI iShares MSCI Acwi ETF | 0.13% | 2,550 | $279K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,075 | $272K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.12% | 4,149 | $259K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.12% | 2,560 | $252K | New |
| SCHX Schwab US Large-Cap ETF | 0.11% | 11,574 | $235K | New |
| DFAX Dimensional World Ex US Core | 0.11% | 8,786 | $227K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.11% | 3,479 | $224K | New |
| ESML iShares ESG Aware MSCI USA S | 0.10% | 6,170 | $216K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.10% | 2,805 | $213K | New |
| ADBE Adobe Inc. | 0.10% | 621 | $213K | New |
| ICF iShares Select U.S. REIT ETF | 0.10% | 3,643 | $213K | New |
| VNQ Vanguard Real Estate ETF | 0.10% | 2,459 | $209K | New |
| PLX Protalix Biotherapeutics Inc. | 0.06% | 50,000 | $128K | New |
| LGCY Legacy Education Inc. | 0.06% | 20,000 | $127K | New |
| OGCP Empire State Realty Op-S60 | 0.03% | 10,737 | $73K | New |
| NOK Nokia Corp.-Spon ADR | 0.02% | 10,008 | $51K | New |
| PACB Pacific Biosciences of Calif | 0.01% | 12,000 | $14K | New |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | New | 12.56% | +12.56 |
| CMF iShares California Muni Bond | New | 9.47% | +9.47 |
| VEA Vanguard Ftse Developed ETF | New | 9.13% | +9.13 |
| IJH iShares Core S&P Midcap ETF | New | 8.05% | +8.05 |
| QCOM Qualcomm Inc. | New | 5.55% | +5.55 |
| MUB iShares National Muni Bond E | New | 5.53% | +5.53 |
| EFA iShares MSCI Eafe ETF | New | 4.10% | +4.10 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 3.51% | +3.51 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 3.45% | +3.45 |
| IWR iShares Russell Mid-Cap ETF | New | 2.56% | +2.56 |
| VWO Vanguard Ftse Emerging Marke | New | 2.29% | +2.29 |
| RWO State Street SPDR Dow Jones | New | 2.28% | +2.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 2.17% | +2.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 2.08% | +2.08 |
| IJR iShares Core S&P Small-Cap E | New | 2.05% | +2.05 |
| GLD SPDR Gold Shares | New | 1.72% | +1.72 |
| SPSB SS SPDR P St C Corp. ETF | New | 1.64% | +1.64 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 1.28% | +1.28 |
| SPAB SS SPDR P Agg Bond ETF | New | 1.28% | +1.28 |
| IAGG iShares Intl Aggregate Bond | New | 1.25% | +1.25 |
| AAPL Apple Inc. | New | 1.18% | +1.18 |
| GBIL Goldman Sachs Access Treasur | New | 0.95% | +0.95 |
| CRM Salesforce Inc. | New | 0.92% | +0.92 |
| SUB iShares Short-Term National | New | 0.90% | +0.90 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.75% | +0.75 |
| GOOG Alphabet Inc. Class C | New | 0.69% | +0.69 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.59% | +0.59 |
| AMZN Amazon.com Inc. | New | 0.58% | +0.58 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.54% | +0.54 |
| EEM iShares MSCI Emerging Market | New | 0.53% | +0.53 |
| IWP iShares Russell Mid-Cap Grow | New | 0.48% | +0.48 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.47% | +0.47 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.45% | +0.45 |
| SPEM State Street SP PTF Em ETF | New | 0.44% | +0.44 |
| ESGU iShares ESG Aware MSCI USA | New | 0.42% | +0.42 |
| TSLA Tesla Inc. | New | 0.40% | +0.40 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.38% | +0.38 |
| AGG iShares Core U.S. Aggregate | New | 0.37% | +0.37 |
| MSFT Microsoft Corp. | New | 0.36% | +0.36 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.36% | +0.36 |
| GOOGL Alphabet Inc. Class A | New | 0.35% | +0.35 |
| ESGD iShares Trust iShares ESG Aw | New | 0.35% | +0.35 |
| IWM iShares Russell 2000 ETF | New | 0.33% | +0.33 |
| COST Costco Wholesale Corp. | New | 0.31% | +0.31 |
| IBIT iShares Bitcoin Trust ETF | New | 0.28% | +0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.28% | +0.28 |
| IWL iShares Russell Top 200 ETF | New | 0.27% | +0.27 |
| AOA iShares Core 80/20 Aggressiv | New | 0.27% | +0.27 |
| NVDA Nvidia Corp. | New | 0.27% | +0.27 |
| TBLL Invesco Short Term Treasury | New | 0.26% | +0.26 |
Notes & Other Activity Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | CORE S&P500 ETF · principal | Sold out | 53,593 | $31.5Mbefore exit |
| CMF iShares California Muni Bond | CALIF MUN BD ETF · principal | Sold out | 370,653 | $21.2Mbefore exit |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | Sold out | 312,980 | $19.5Mbefore exit |
| VEA Vanguard Ftse Developed ETF | VAN FTSE DEV MKT · principal | Sold out | 349,056 | $16.7Mbefore exit |
| QCOM Qualcomm Inc. | COM · principal | Sold out | 87,041 | $13.4Mbefore exit |
| MUB iShares National Muni Bond E | NATIONAL MUN ETF · principal | Sold out | 119,747 | $12.8Mbefore exit |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | LARGE CAP ETF · principal | Sold out | 29,992 | $8.1Mbefore exit |
| EFA iShares MSCI Eafe ETF | MSCI EAFE ETF · principal | Sold out | 106,736 | $8.1Mbefore exit |
| SPDW Ste STR SPDR PT DW Eu ETF | ST STR PO EX ETF · principal | Sold out | 202,201 | $6.9Mbefore exit |
| IWR iShares Russell Mid-Cap ETF | RUS MID CAP ETF · principal | Sold out | 69,872 | $6.2Mbefore exit |
| IJR iShares Core S&P Small-Cap E | CORE S&P SCP ETF · principal | Sold out | 46,931 | $5.4Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | TR UNIT · principal | Sold out | 8,666 | $5.1Mbefore exit |
| VWO Vanguard Ftse Emerging Marke | FTSE EMR MKT ETF · principal | Sold out | 112,776 | $5.0Mbefore exit |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | MID CAP ETF · principal | Sold out | 17,468 | $4.6Mbefore exit |
| RWO State Street SPDR Dow Jones | ST DOW GLOBA ETF · principal | Sold out | 101,560 | $4.4Mbefore exit |
| SPSB SS SPDR P St C Corp. ETF | ST SHOR CORP ETF · principal | Sold out | 119,407 | $3.6Mbefore exit |
| AAPL Apple Inc. | COM · principal | Sold out | 13,325 | $3.3Mbefore exit |
| GLD SPDR Gold Shares | GOLD SHS · principal | Sold out | 11,542 | $2.8Mbefore exit |
| CRM Salesforce Inc. | COM · principal | Sold out | 8,300 | $2.8Mbefore exit |
| VB Vanguard Most SM-Cap ETF-Usd | SMALL CP ETF · principal | Sold out | 11,505 | $2.8Mbefore exit |
| IAGG iShares Intl Aggregate Bond | CORE INTL AGGR · principal | Sold out | 48,667 | $2.4Mbefore exit |
| SPAB SS SPDR P Agg Bond ETF | ST STR AGGRE ETF · principal | Sold out | 91,739 | $2.3Mbefore exit |
| GBIL Goldman Sachs Access Treasur | ACCES TREASURY · principal | Sold out | 22,161 | $2.2Mbefore exit |
| SUB iShares Short-Term National | SHRT NAT MUN ETF · principal | Sold out | 20,167 | $2.1Mbefore exit |
| VUG Vanguard Mrngstar GR ETF-Sui | GROWTH ETF · principal | Sold out | 4,899 | $2.0Mbefore exit |
| GOOG Alphabet Inc. Class C | CAP STK CL C · principal | Sold out | 9,794 | $1.9Mbefore exit |
| AMZN Amazon.com Inc. | COM · principal | Sold out | 7,369 | $1.6Mbefore exit |
| TSLA Tesla Inc. | COM · principal | Sold out | 3,737 | $1.5Mbefore exit |
| DBEF Xtrackers MSCI Eafe Hedged E | XTRACK MSCI EAFE · principal | Sold out | 32,613 | $1.4Mbefore exit |
| SPYM Ste STR SPDR PT S&P 500 ETF | ST STR P500ETF · principal | Sold out | 18,900 | $1.3Mbefore exit |
| SPSM SS SPDR P S&P 600 Small Cap | ST STR SP600 SML · principal | Sold out | 27,493 | $1.2Mbefore exit |
| IWP iShares Russell Mid-Cap Grow | RUS MD CP GR ETF · principal | Sold out | 9,178 | $1.2Mbefore exit |
| EEM iShares MSCI Emerging Market | MSCI EMG MKT ETF · principal | Sold out | 27,061 | $1.1Mbefore exit |
| ESGU iShares ESG Aware MSCI USA | ESG AWR MSCI USA · principal | Sold out | 7,978 | $1.0Mbefore exit |
| VCSH Vanguard S/T Corp. Bond ETF | SHRT TRM CORP BD · principal | Sold out | 12,847 | $1.0Mbefore exit |
| SPYG SS SPDR P S&P 500 Growth ETF | ST STR P500GRW · principal | Sold out | 11,016 | $968Kbefore exit |
| GOOGL Alphabet Inc. Class A | CAP STK CL A · principal | Sold out | 5,041 | $954Kbefore exit |
| SPMD SS SPDR P S&P 400 Midcap ETF | ST STR P400MID · principal | Sold out | 16,361 | $895Kbefore exit |
| MSFT Microsoft Corp. | COM · principal | Sold out | 2,111 | $890Kbefore exit |
| SPEM State Street SP PTF Em ETF | ST PORT MARK ETF · principal | Sold out | 22,841 | $876Kbefore exit |
| NVDA Nvidia Corp. | COM · principal | Sold out | 6,340 | $851Kbefore exit |
| IWM iShares Russell 2000 ETF | RUSSELL 2000 ETF · principal | Sold out | 3,756 | $830Kbefore exit |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | Sold out | 7,892 | $765Kbefore exit |
| IWL iShares Russell Top 200 ETF | RUS TOP 200 ETF · principal | Sold out | 4,886 | $707Kbefore exit |
| ESGD iShares Trust iShares ESG Aw | ESG AW MSCI EAFE · principal | Sold out | 8,793 | $669Kbefore exit |
| IWF iShares Russell 1000 Growth | RUS 1000 GRW ETF · principal | Sold out | 1,630 | $655Kbefore exit |
| VBK Van Morst SML-Cap Gro-Usd Inc. | SML CP GRW ETF · principal | Sold out | 2,270 | $636Kbefore exit |
| IBIT iShares Bitcoin Trust ETF | SHS BEN INT · principal | Sold out | 11,797 | $626Kbefore exit |
| COST Costco Wholesale Corp. | COM · principal | Sold out | 679 | $622Kbefore exit |
| AOA iShares Core 80/20 Aggressiv | CORE 80 20 ETF · principal | Sold out | 7,609 | $583Kbefore exit |
Showing the first 50 of 79.
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $271.1M | IVV, IJH, VEA, CMF, QCOM |
| Q1 2026 | 78 | $243.8M | IVV, VEA, IJH, CMF, QCOM |
| Q4 2025 | 77 | $250.0M | IVV, VEA, IJH, CMF, QCOM |
| Q3 2025 | 88 | $250.2M | IVV, VEA, IJH, CMF, QCOM |
| Q2 2025 | 78 | $236.3M | IVV, VEA, IJH, CMF, QCOM |
| Q1 2025 | 76 | $212.2M | IVV, CMF, VEA, IJH, QCOM |
| Q4 2024 | 0 | $0 | |
| Q3 2024 | 83 | $231.9M | IVV, CMF, IJH, VEA, QCOM |
| Q2 2024 | 77 | $217.1M | IVV, CMF, QCOM, IJH, VEA |
| Q1 2024 | 7 | $5.2M | GOOG, AAPL, AMZN, BRK.B, GOOGL |