Orcam Financial Group
All 13F Filings
- Location
- Encinitas, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 133,384
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 58 | 133,384 | 13F-HR | Orcam Financial Group |
| Q3 2025 | 11/12/2025 | 55 | 123,846 | 13F-HR | Orcam Financial Group |
| Q2 2025 | 8/15/2025 | 51 | 115,119 | 13F-HR | Orcam Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 89.23 K | 66.9% | 8.474 K | 0 | 8.474 K |
| ETFs | 44.15 K | 33.1% | 1.066 K | 0 | 1.066 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
133,384
Holdings
58
QoQ value change ($000)
9,538
(7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.