Orin Green Financial, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Orin Green Financial, LLC held in its portfolio 68 assets valued at $249,997,495 (i.e. $250.00M).
The most valuable assets in the portfolio included: ISHARES TR ($36.49M), VANGUARD TAX-MANAGED FDS ($23.25M), and ISHARES TR ($22.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Orin Green Financial, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 53275 | 36489982 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 372130 | 23246984 | VAN FTSE DEV MKT |
| ISHARES TR | 334954 | 22106994 | CORE S&P MCP ETF |
| ISHARES TR | 307027 | 17641771 | CALIF MUN BD ETF |
| QUALCOMM INC | 86231 | 14749812 | COM |
| SPDR SERIES TRUST | 314303 | 12360373 | STATE STREET SPD |
| ISHARES TR | 88995 | 9532255 | NATIONAL MUN ETF |
| ISHARES TR | 97930 | 9404256 | MSCI EAFE ETF |
| SPDR INDEX SHS FDS | 203794 | 9050483 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 27906 | 8784809 | LARGE CAP ETF |
| SPDR S&P 500 ETF TR | 9060 | 6178032 | TR UNIT |
| ISHARES TR | 61837 | 5953048 | RUS MID CAP ETF |
| ISHARES TR | 47783 | 5742538 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 18687 | 5423341 | MID CAP ETF |
| SPDR INDEX SHS FDS | 118291 | 5325430 | DJ GLB RL ES ETF |
| SPDR GOLD TR | 11621 | 4605519 | GOLD SHS |
| VANGUARD INTL EQUITY INDEX F | 79899 | 4295354 | FTSE EMR MKT ETF |
| APPLE INC | 13656 | 3712527 | COM |
| ISHARES TR | 68723 | 3436812 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 13074 | 3372439 | SMALL CP ETF |
| ALPHABET INC | 10346 | 3246575 | CAP STK CL C |
| SALESFORCE INC | 8372 | 2217827 | COM |
| VANGUARD INDEX FDS | 4493 | 2191955 | GROWTH ETF |
| GOLDMAN SACHS ETF TR | 20106 | 2009394 | ACCES TREASURY |
| AMAZON COM INC | 7992 | 1844713 | COM |
| ALPHABET INC | 5359 | 1677367 | CAP STK CL A |
| DBX ETF TR | 31158 | 1499011 | XTRACK MSCI EAFE |
| NVIDIA CORPORATION | 7505 | 1399683 | COM |
| ISHARES TR | 8687 | 1189547 | RUS MD CP GR ETF |
| ISHARES TR | 7978 | 1188563 | ESG AWR MSCI USA |
| MICROSOFT CORP | 2442 | 1181000 | COM |
| ISHARES TR | 10973 | 1170819 | SHRT NAT MUN ETF |
| ISHARES TR | 19765 | 1081363 | MSCI EMG MKT ETF |
| ISHARES TR | 4030 | 992025 | RUSSELL 2000 ETF |
| SPDR INDEX SHS FDS | 20358 | 952957 | PORTFOLIO EMG MK |
| TESLA INC | 2003 | 900789 | COM |
| ISHARES TR | 9070 | 862466 | ESG AW MSCI EAFE |
| VANGUARD SCOTTSDALE FDS | 10401 | 829297 | SHRT TRM CORP BD |
| INVESCO EXCH TRADED FD TR II | 7656 | 808857 | SHORT TERM TREAS |
| ISHARES TR | 1630 | 771479 | RUS 1000 GRW ETF |
| ISHARES TR | 7507 | 749799 | CORE US AGGBD ET |
| ISHARES BITCOIN TRUST ETF | 14767 | 733182 | SHS BEN INT |
| META PLATFORMS INC | 1055 | 696395 | CL A |
| ISHARES TR | 7717 | 691134 | CORE 80/20 AGGRE |
| VANGUARD INDEX FDS | 2224 | 671892 | SML CP GRW ETF |
| COSTCO WHSL CORP NEW | 716 | 617004 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1173 | 589608 | CL B NEW |
| ISHARES TR | 7984 | 519067 | CORE 60/40 BALAN |
| RESMED INC | 1978 | 476441 | COM |
| ISHARES TR | 9794 | 468643 | ESG AWR US AGRGT |
| DEXCOM INC | 6540 | 434060 | COM |
| ISHARES TR | 2874 | 406642 | MSCI ACWI ETF |
| VANGUARD INDEX FDS | 1075 | 360416 | TOTAL STK MKT |
| VISA INC | 949 | 332824 | COM CL A |
| ISHARES TR | 7015 | 322550 | ESG AWARE MSCI |
| ADVANCED MICRO DEVICES INC | 1503 | 321882 | COM |
| ISHARES TR | 1750 | 298603 | RUS TOP 200 ETF |
| ISHARES TR | 2563 | 291977 | EAFE GRWTH ETF |
| CATERPILLAR INC | 499 | 285862 | COM |
| INVESCO QQQ TR | 406 | 249410 | UNIT SER 1 |
| VANGUARD WORLD FD | 597 | 246424 | MEGA GRWTH IND |
| VANGUARD INDEX FDS | 2459 | 217597 | REAL ESTATE ETF |
| ADOBE INC | 621 | 217344 | COM |
| PROTALIX BIOTHERAPEUTICS INC | 61433 | 110579 | COM |
| LEGACY ED INC | 10000 | 101900 | COM |
| EMPIRE ST RLTY OP L P | 10737 | 68073 | UNIT LTD PRT 60 |
| NOKIA CORP | 10008 | 64752 | SPONSORED ADR |
| VEEA INC | 39205 | 24989 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.