Orcam Financial Group
All 13F Filings
- Location
- Encinitas, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 140,850
- 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 |
|---|---|---|---|---|---|
| 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 | 18.23 K | 12.9% | 0 | 71.01 K | -71.01 K |
| ETFs | 122.6 K | 87.1% | 78.47 K | 0 | 78.47 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
140,850
Holdings
62
QoQ value change ($000)
7,466
(5.6%)
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.