Orin Green Financial, LLC

Q1 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$243,797
Net value change ($000)
-6,200 (-2.5%)
New positions
3
Sold out positions
2
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SRE 2,326 NEW
IJH 656 3.0%
VEA 411 1.8%
GLD 397 8.6%
DFAX 207 NEW
IJR 205 3.6%
ICF 203 NEW
IAGG 173 5.0%
EAGG 137 29.2%
AGG 132 17.6%
Top Reduces (Value $000, Stocks/ETFs)
QCOM -3,620 -24.5%
IVV -1,726 -4.7%
CMF -1,314 -7.4%
TSLA -688 -76.4%
CRM -655 -29.5%
MUB -571 -6.0%
VV -531 -6.0%
SPY -288 -4.7%
GOOGL -279 -8.6%
MSFT -277 -23.5%
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