Orin Green Financial, LLC

Q2 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$271,051
Net value change ($000)
+27,254 (11.2%)
New positions
6
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,545 16.0%
QCOM 4,680 42.0%
IJH 3,691 16.2%
VEA 2,329 9.8%
IJR 1,134 19.1%
VV 989 12.0%
SPDW 857 9.5%
SPY 807 13.7%
GOOGL 696 23.5%
VO 692 12.8%
Top Reduces (Value $000, Stocks/ETFs)
SRE -1,224 -52.6%
GLD -706 -14.1%
TBLL -257 -32.1%
CRM -252 -16.1%
PLX -117 -83.6%
IBIT -93 -13.3%
NOK -80 -100.0%
RMD -59 -13.2%
COST -44 -6.2%
SPAB -26 -1.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type