Orin Green Financial, LLC

CIK

1844227

Location

SAN DIEGO, CA

Portfolio Value

Small $270,993,387

Diversification

Highly concentrated

Filing Date

Global Rank

#5,532 / 8,798 ▲ 1644 · as of Jun 2026

Top Industry

Semiconductors 48.7%

Period ended 3 months ago

Filed Jul 13, 2026 · 3mo

23 quarters · since Dec 2020

Clone Performance

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

View clone backtest

Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

47.6%

+28.2 pts

Top 5

77.6%

+15.6 pts

Top 10

89.6%

+8.7 pts

HHI

2,542

Highly concentrated+1,609

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.1%	$233,368,396	22
Technology	9.2%	$24,958,576	10
Communication Services	2.2%	$6,031,214	2
Consumer Cyclical	0.8%	$2,240,072	2
Utilities	0.4%	$1,102,414	1
Financial Services	0.4%	$986,607	2
Healthcare	0.3%	$885,509	3
Consumer Defensive	0.3%	$824,792	2
Industrials	0.2%	$531,385	1
Real Estate	0.0%	$64,422	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+77,122	144,654	$22,697,758
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+14,544	1,131,057	$129,056,932
EDV	Vanguard World Funds Extended Duration ETF	+2,388	2,985	$262,411
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+782	287,482	$11,632,308
DXCM	Dexcom Inc	+498	7,038	$474,009
—		+140	16,552	$1,387,668
GLD	Spdr Gold Trust	+36	11,664	$4,296,784
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
PLX	Protalix BioTherapeutics, Inc.	−54,433	10,000	$23,300
SRE	Sempra	−12,048	11,891	$1,102,414
VEA	Vanguard FTSE Developed Markets ETF	−4,461	364,728	$25,986,870
CWI	State Street SPDR MSCI ACWI ex-US ETF	−3,804	331,771	$16,664,463
VEU	Vanguard FTSE All-World Ex-US ETF	−2,941	74,155	$4,426,311
BAB	Invesco Taxable Municipal Bond ETF	−2,439	5,141	$542,735
BKF	iShares MSCI BIC ETF	−1,853	17,526	$1,198,953
—		−1,509	23,502	$1,355,360
QCOM	Qualcomm Inc/De	−864	85,559	$15,810,447
GOOGL	Alphabet Inc.	−351	15,331	$5,436,944
AMZN	Amazon Com Inc	−155	8,391	$1,999,910
NVDA	Nvidia Corp	−130	7,173	$1,435,245
—		−108	8,659	$1,267,764
AAPL	Apple Inc.	−102	13,684	$3,959,602
BNDW	Vanguard Total World Bond ETF	−96	10,311	$814,878
SPY	Spdr S&P 500 ETF Trust	−89	8,968	$6,697,033
AMD	Advanced Micro Devices Inc	−7	1,496	$869,041
TSLA	Tesla, Inc.	−2	571	$240,162
CRM	Salesforce, Inc.	−2	8,370	$1,311,244
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	587	$221,739
ASML	Asml Holding NV	111	$220,827
STX	Seagate Technology Holdings plc	227	$219,055
LGCY	Legacy Education Inc.	13,180	$154,996
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	19,250	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NOK	Nokia Corp	10,008	$80,464
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $270,993,387 total · filing declares 83 positions · $271,050,814 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,131,057	+14,544	$129,056,932	—	47.62%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	364,728	-4,461	$25,986,870	+9.8%	9.59%
VB	Vanguard Morningstar Small-Cap ETF	Added	144,654	+77,122	$22,697,758	+57.0%	8.38%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	331,771	-3,804	$16,664,463	+8.5%	6.15%
QCOM	Qualcomm Inc/De Technology	Reduced	85,559	-864	$15,810,447	+42.1%	5.83%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	287,482	+782	$11,632,308	+6.4%	4.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,968	-89	$6,697,033	+13.7%	2.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,331	-351	$5,436,944	+20.8%	2.01%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	74,155	-2,941	$4,426,311	+6.2%	1.63%
GLD	Spdr Gold Trust	Added	11,664	+36	$4,296,784	−14.1%	1.59%
AAPL	Apple Inc. Technology	Reduced	13,684	-102	$3,959,602	+13.2%	1.46%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Held	20,106	0	$2,013,816	−0.0%	0.74%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,391	-155	$1,999,910	+12.4%	0.74%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Held	31,158	0	$1,702,161	+10.6%	0.63%
NVDA	Nvidia Corp Technology	Reduced	7,173	-130	$1,435,245	+12.7%	0.53%
		Added	16,552	+140	$1,387,668	+10.4%	0.51%
		Reduced	23,502	-1,509	$1,355,360	+12.1%	0.50%
CRM	Salesforce, Inc. Technology	Reduced	8,370	-2	$1,311,244	−16.1%	0.48%
		Reduced	8,659	-108	$1,267,764	+12.9%	0.47%
BKF	iShares MSCI BIC ETF	Reduced	17,526	-1,853	$1,198,953	+8.9%	0.44%
SRE	Sempra Utilities	Reduced	11,891	-12,048	$1,102,414	−52.6%	0.41%
MSFT	Microsoft Corp Technology	Held	2,442	0	$910,914	+0.8%	0.34%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,496	-7	$869,041	+184.2%	0.32%
BNDW	Vanguard Total World Bond ETF	Reduced	10,311	-96	$814,878	−1.2%	0.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	716	0	$669,796	−6.1%	0.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,321	0	$661,015	+4.4%	0.24%
IBIT	iShares Bitcoin Trust ETF	Held	18,139	0	$603,847	−13.4%	0.22%
META	Meta Platforms, Inc. Communication Services	Held	1,055	0	$594,270	−1.5%	0.22%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	5,141	-2,439	$542,735	−32.2%	0.20%
CAT	Caterpillar Inc Industrials	Held	499	0	$531,385	+50.3%	0.20%
DXCM	Dexcom Inc Healthcare	Added	7,038	+498	$474,009	+15.4%	0.17%
RMD	Resmed Inc Healthcare	Held	1,992	0	$388,200	−13.2%	0.14%
V	Visa Inc. Financial Services	Held	949	0	$325,592	+13.5%	0.12%
QQQ	Invesco Qqq Trust, Series 1	Held	406	0	$298,978	+27.6%	0.11%
EDV	Vanguard World Funds Extended Duration ETF	Added	2,985	+2,388	$262,411	+498.1%	0.10%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	571	-2	$240,162	+12.7%	0.09%
VIG	Vanguard Dividend Appreciation ETF	Held	2,459	0	$237,121	+8.7%	0.09%
DCOR	Dimensional US Core Equity 1 ETF	Held	6,087	0	$224,245	+8.4%	0.08%
AVGO	Broadcom Inc. Technology	NEW	587	NEW	$221,739	NEW	0.08%
ASML	Asml Holding NV Technology	NEW	111	NEW	$220,827	NEW	0.08%
STX	Seagate Technology Holdings plc Technology	NEW	227	NEW	$219,055	NEW	0.08%
LGCY	Legacy Education Inc. Consumer Defensive	NEW	13,180	NEW	$154,996	NEW	0.06%
ESBA	Empire State Realty OP, L.P. Real Estate	Held	10,737	0	$64,422	+14.5%	0.02%
PLX	Protalix BioTherapeutics, Inc. Healthcare	Reduced	10,000	-54,433	$23,300	−83.3%	0.01%
VEEA	Veea Inc. Technology	Held	39,205	0	$462	−55.7%	0.00%
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	NEW	19,250	NEW	$0	NEW	0.00%

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.