Orin Green Financial, LLC

Registered adviser

CIK

1844227

Location

SAN DIEGO, CA

Portfolio Value

Small $136,470,056

Diversification

Diversified

Filing Date

Global Rank

#7,473 / 8,811 ▼ 60 · as of Jun 2026

Top Industry

Semiconductors 47.5%

Period ended 21 days ago

Filed Oct 19, 2026 · 2d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 285670

Roster of Oct 1, 2026

Regulatory AUM

$528,799,870

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$528,799,870	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$463,832,776	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$408,742,848	Individuals and high net worth (98%)
May 2023 to Mar 2024	$357,217,826	Individuals and high net worth (98%)
Apr 2023	$357,217,826	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$411,652,056	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.9% of the book (60%+)

Turnover

Low turnover

4.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 81.9%; sector active share 64.1% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

82 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

18.6%

+0.3 pts

Top 5

65.9%

+0.6 pts

Top 10

84.4%

+1.5 pts

HHI

1,018

Diversified+21

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	71.7%	$97,901,944	58
Technology	19.1%	$26,105,434	9
Communication Services	4.4%	$6,005,173	3
Consumer Cyclical	1.7%	$2,263,066	2
Healthcare	0.8%	$1,077,203	3
Financial Services	0.7%	$998,795	2
Utilities	0.7%	$927,022	1
Consumer Defensive	0.6%	$779,253	2
Industrials	0.3%	$404,584	1
Real Estate	0.0%	$7,582	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
IAGG	iShares Core International Aggregate Bond ETF	+35,928	111,322	$0
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+1,159	100,726	$2,453,685
MUB	iShares National Muni Bond ETF	+1,157	85,688	$0
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+927	131,555	$3,892,712
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+822	14,317	$0
PLX	Protalix BioTherapeutics, Inc.	+675	10,675	$29,463
IJH	iShares Core S&P Mid-Cap ETF	+617	343,687	$0
ACWI	iShares MSCI ACWI ETF	+377	4,446	$0
ESGD	iShares ESG Aware MSCI EAFE ETF	+366	10,725	$0
ESGU	iShares ESG Aware MSCI USA ETF	+300	9,560	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+260	9,273	$0
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	+247	7,988	$0
ESGE	iShares Trust	+211	3,966	$0
GLD	Spdr Gold Trust	+22	11,686	$4,450,496
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+9	10,320	$797,220
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−6,630	190,193	$9,549,590
VEA	Vanguard FTSE Developed Markets ETF	−5,377	359,351	$25,373,774
CMF	iShares California Muni Bond ETF	−3,653	281,207	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−2,345	71,810	$4,259,051
VV	VANGUARD LARGE-CAP INDEX FUND	−1,928	24,948	$8,777,953
IVV	iShares Core S&P 500 ETF	−1,432	52,393	$0
CRM	Salesforce, Inc.	−1,161	7,209	$1,654,970
—		−596	22,906	$0
EEM	iShares MSCI Emerging Markets ETF	−560	16,966	$1,133,159
QCOM	Qualcomm Inc/De	−515	85,044	$15,651,497
VUG	VANGUARD GROWTH INDEX FUND	−500	25,475	$2,295,552
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−412	18,085	$936,079
NVDA	Nvidia Corp	−410	6,763	$1,544,533
VB	Vanguard Index Funds	−350	12,578	$3,578,315
IWR	iShares Russell Mid-Cap ETF	−301	60,270	$0
IJR	iShares Core S&P Small-Cap ETF	−299	47,450	$0
AAPL	Apple Inc.	−261	13,423	$4,470,127
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−240	17,671	$1,586,148
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	−191	116,260	$5,394,464
—		−150	7,957	$0
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	−142	15,953	$1,005,677
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−140	948	$354,779
EFA	iShares MSCI EAFE ETF	−130	95,073	$0
VO	VANGUARD MID-CAP INDEX FUND	−125	75,457	$5,917,337
AMZN	Amazon Com Inc	−121	8,270	$2,060,470
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CORD	T-REX 2X Inverse CRWV Daily Target ETF	10,000	$29,200
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VEEA	Veea Inc.	39,205	$462
SOXS	Direxion Daily Semiconductor Bear 3X Shares	19,250	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $136,470,056 total · filing declares 82 positions · $266,527,655 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Reduced	359,351	-5,377	$25,373,774	−2.4%	18.59%
QCOM	Qualcomm Inc/De Technology	Reduced	85,044	-515	$15,651,497	−1.0%	11.47%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	190,193	-6,630	$9,549,590	−3.7%	7.00%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	24,948	-1,928	$8,777,953	−5.0%	6.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,871	-97	$6,765,290	+1.0%	4.96%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	75,457	-125	$5,917,337	−2.8%	4.34%
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	Reduced	116,260	-191	$5,394,464	−6.8%	3.95%
AAPL	Apple Inc. Technology	Reduced	13,423	-261	$4,470,127	+12.9%	3.28%
GLD	Spdr Gold Trust	Added	11,686	+22	$4,450,496	+3.6%	3.26%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	71,810	-2,345	$4,259,051	−3.8%	3.12%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	131,555	+927	$3,892,712	−0.7%	2.85%
VB	Vanguard Index Funds	Reduced	12,578	-350	$3,578,315	−8.7%	2.62%
GOOG	Alphabet Inc. Communication Services	Held	10,370	0	$3,533,473	−3.6%	2.59%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	100,726	+1,159	$2,453,685	−3.4%	1.80%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	25,475	-500	$2,295,552	+2.6%	1.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,270	-121	$2,060,470	+3.0%	1.51%
GBIL	Goldman Sachs ETF Trust	Held	20,106	0	$2,012,811	−0.0%	1.47%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Held	31,158	0	$1,712,132	+0.6%	1.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,960	-1	$1,706,636	−3.7%	1.25%
CRM	Salesforce, Inc. Technology	Reduced	7,209	-1,161	$1,654,970	+26.2%	1.21%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	17,671	-240	$1,586,148	+0.8%	1.16%
NVDA	Nvidia Corp Technology	Reduced	6,763	-410	$1,544,533	+7.6%	1.13%
MSFT	Microsoft Corp Technology	Held	2,442	0	$1,252,501	+37.5%	0.92%
EEM	iShares MSCI Emerging Markets ETF	Reduced	16,966	-560	$1,133,159	−5.5%	0.83%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Held	8,861	0	$1,090,611	+3.4%	0.80%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Reduced	15,953	-142	$1,005,677	−7.5%	0.74%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	18,085	-412	$936,079	−2.3%	0.69%
SRE	Sempra Utilities	Held	11,891	0	$927,022	−15.9%	0.68%
AMD	Advanced Micro Devices Inc Technology	Held	1,496	0	$915,192	+5.3%	0.67%
IBIT	iShares Bitcoin Trust ETF	Held	18,139	0	$858,700	+42.2%	0.63%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	10,320	+9	$797,220	−2.2%	0.58%
META	Meta Platforms, Inc. Communication Services	Held	1,055	0	$765,064	+28.7%	0.56%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Held	2,205	0	$744,915	−7.6%	0.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,321	0	$657,791	−0.5%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	716	0	$651,803	−2.7%	0.48%
DXCM	Dexcom Inc Healthcare	Held	7,038	0	$607,309	+28.1%	0.45%
TBLL	Invesco Short Term Treasury ETF	Held	5,141	0	$542,683	−0.0%	0.40%
MDYV	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF	Held	5,213	0	$461,402	−6.7%	0.34%
RMD	Resmed Inc Healthcare	Held	1,992	0	$440,431	+13.5%	0.32%
CAT	Caterpillar Inc Industrials	Held	499	0	$404,584	−23.9%	0.30%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	948	-140	$354,779	−11.9%	0.26%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	3,816	-97	$351,262	−1.1%	0.26%
V	Visa Inc. Financial Services	Held	949	0	$341,004	+4.7%	0.25%
QQQ	Invesco Qqq Trust, Series 1	Held	406	0	$300,346	+0.5%	0.22%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Held	2,805	0	$300,050	−10.2%	0.22%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Held	2,985	0	$276,560	+5.4%	0.20%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Held	2,489	0	$254,251	−6.4%	0.19%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Held	6,087	0	$225,340	+0.5%	0.17%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Held	2,459	0	$220,400	−7.1%	0.16%
STX	Seagate Technology Holdings plc Technology	Held	227	0	$209,371	−4.4%	0.15%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.