Orin Green Financial, LLC

Q3 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
88
Total value ($000)
$250,177
Net value change ($000)
+13,900 (5.9%)
New positions
10
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 2,957 9.3%
IJH 1,355 6.7%
VEA 799 3.7%
AAPL 736 27.1%
GOOGL 659 37.9%
SPY 599 10.8%
GLD 586 16.6%
QCOM 578 4.2%
SPDW 566 7.0%
IJR 549 10.9%
Top Reduces (Value $000, Stocks/ETFs)
CMF -537 -2.8%
IWL -413 -58.7%
SUB -333 -19.5%
CRM -302 -13.1%
MUB -280 -2.8%
SPAB -238 -8.7%
EEM -223 -17.2%
DXCM -131 -22.9%
VWO -121 -2.3%
SPYG -119 -11.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type