Orin Green Financial, LLC
CIK: 0001844227SEC EDGAR →
Portfolio Value
$250.0B
Holdings
77
As of
Q4 2025
New Positions
77
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 53,275 | $36.5B | 14.60% |
| 2 | VANGUARD TAX-MANAGED FDS | 372,130 | $23.2B | 9.30% |
| 3 | ISHARES TR | 334,954 | $22.1B | 8.84% |
| 4 | ISHARES TR | 307,027 | $17.6B | 7.06% |
| 5 | QUALCOMM INC | 86,231 | $14.7B | 5.90% |
| 6 | ISHARES TR | 88,995 | $9.5B | 3.81% |
| 7 | ISHARES TR | 97,930 | $9.4B | 3.76% |
| 8 | SPDR INDEX SHS FDS | 203,794 | $9.1B | 3.62% |
| 9 | VANGUARD INDEX FDS | 27,906 | $8.8B | 3.51% |
| 10 | SPDR S&P 500 ETF TR | 9,060 | $6.2B | 2.47% |
Quarterly Changes
New Positions (77)
$36.5B · 53K shares
$23.2B · 372K shares
$22.1B · 335K shares
$17.6B · 307K shares
$14.7B · 86K shares
$9.5B · 89K shares
$9.4B · 98K shares
$9.1B · 204K shares
$8.8B · 28K shares
$6.2B · 9K shares
$6.0B · 62K shares
$5.7B · 48K shares
$5.4B · 19K shares
$5.3B · 118K shares
$4.6B · 12K shares
$4.3B · 80K shares
$3.9B · 130K shares
$3.7B · 14K shares
$3.4B · 69K shares
$3.4B · 13K shares
$3.2B · 10K shares
$2.6B · 101K shares
$2.2B · 8K shares
$2.2B · 4K shares
$2.0B · 20K shares
$1.8B · 8K shares
$1.7B · 5K shares
$1.5B · 31K shares
$1.5B · 18K shares
$1.4B · 8K shares
$1.2B · 25K shares
$1.2B · 9K shares
$1.2B · 8K shares
$1.2B · 2K shares
$1.2B · 11K shares
$1.1B · 20K shares
$992.0M · 4K shares
$952.0M · 20K shares
$949.0M · 16K shares
$945.0M · 9K shares
$900.0M · 2K shares
$862.0M · 9K shares
$829.0M · 10K shares
$808.0M · 8K shares
$771.0M · 2K shares
$749.0M · 8K shares
$733.0M · 15K shares
$696.0M · 1K shares
$691.0M · 8K shares
$671.0M · 2K shares
$617.0M · 716 shares
$589.0M · 1K shares
$519.0M · 8K shares
$477.0M · 6K shares
$476.0M · 2K shares
$468.0M · 10K shares
$434.0M · 7K shares
$406.0M · 3K shares
$360.0M · 1K shares
$332.0M · 949 shares
$322.0M · 7K shares
$321.0M · 2K shares
$320.0M · 4K shares
$298.0M · 2K shares
$291.0M · 3K shares
$285.0M · 499 shares
$264.0M · 3K shares
$249.0M · 406 shares
$246.0M · 597 shares
$226.0M · 2K shares
$217.0M · 2K shares
$217.0M · 621 shares
$110.0M · 61K shares
$101.0M · 10K shares
$68.0M · 11K shares
$64.0M · 10K shares
$24.0M · 39K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $209.9B | 84.0% |
| Technology | 9 | $23.9B | 9.6% |
| Unknown | 6 | $6.7B | 2.7% |
| Communication Services | 3 | $5.6B | 2.2% |
| Consumer Cyclical | 2 | $2.7B | 1.1% |
| Consumer Defensive | 2 | $718.0M | 0.3% |
| Industrials | 1 | $285.0M | 0.1% |
| Healthcare | 1 | $110.0M | 0.0% |
| Real Estate | 1 | $68.0M | 0.0% |