Orcam Financial Group

All 13F Filings

Location
Encinitas, CA
Most recent 13F
Q2 2026
Holdings value ($000)
204,681
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/13/2026 105 204,681 13F-HR Orcam Financial Group
Q1 2026 5/12/2026 62 140,850 13F-HR Orcam Financial Group
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 41.14 K 20.1% 22.92 K 0 22.92 K
ETFs 163.5 K 79.9% 40.92 K 0 40.92 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
204,681
Holdings
105
QoQ value change ($000)
63,831 (45.3%)
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.