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Orin Green Financial, LLC - Portfolio Stock Holdings

Orin Green Financial, LLC disclosed 84 stock positions in a recent SEC 13F filing. $271,064,532 of stock holdings were filed, with the largest holdings including IVV, IJH, and VEA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $528,799,870 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

84

Est. Stock Holding Value:

$271,064,532

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Orin Green Financial, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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