Orcam Financial Group
CIK: 0001905367SEC EDGAR →
Portfolio Value
$133.4B
Holdings
58
As of
Q4 2025
New Positions
4
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHA ARCHITECT ETF TR | 1,785,229 | $43.2B | 32.36% |
| 2 | VANGUARD INTL EQUITY INDEX F | 92,028 | $13.0B | 9.73% |
| 3 | VANGUARD INDEX FDS | 26,242 | $8.8B | 6.60% |
| 4 | SCHWAB STRATEGIC TR | 326,475 | $8.6B | 6.42% |
| 5 | SCHWAB STRATEGIC TR | 226,896 | $5.5B | 4.09% |
| 6 | VANGUARD STAR FDS | 70,282 | $5.3B | 3.97% |
| 7 | EA Series Trust | 162,248 | $4.1B | 3.05% |
| 8 | VANGUARD SCOTTSDALE FDS | 55,462 | $3.3B | 2.49% |
| 9 | SCHWAB STRATEGIC TR | 101,119 | $3.0B | 2.28% |
| 10 | SCHWAB STRATEGIC TR | 89,737 | $2.9B | 2.20% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $123.1B | 92.3% |
| Unknown | 4 | $7.1B | 5.3% |
| Technology | 2 | $891.0M | 0.7% |
| Industrials | 1 | $684.0M | 0.5% |
| Energy | 1 | $535.0M | 0.4% |
| Healthcare | 1 | $318.0M | 0.2% |
| Consumer Cyclical | 1 | $304.0M | 0.2% |
| Consumer Defensive | 1 | $233.0M | 0.2% |
| Basic Materials | 1 | $145.0M | 0.1% |