Orin Green Financial, LLC

Q3 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$266,528
Net value change ($000)
-4,523 (-1.7%)
New positions
1
Sold out positions
2
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IAGG 1,662 43.6%
AAPL 510 12.9%
CRM 344 26.2%
MSFT 342 37.5%
IBIT 255 42.2%
META 171 28.8%
GLD 153 3.6%
DXCM 133 28.1%
NVDA 110 7.7%
ESGU 79 5.2%
Top Reduces (Value $000, Stocks/ETFs)
IJH -1,726 -6.5%
CMF -1,200 -7.3%
IJR -627 -8.9%
VEA -613 -2.4%
VV -465 -5.0%
MUB -434 -4.8%
RWO -395 -6.8%
SPDW -368 -3.7%
VB -341 -8.7%
IWR -251 -3.8%
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