Orcam Financial Group

CIK

1905367

Location

ENCINITAS, CA

Portfolio Value

Small $204,332,122

Diversification

Moderately concentrated

Files via

Empowered Funds, LLC

Filing Date

Global Rank

#6,442 / 8,794 ▲ 371 · as of Jun 2026

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-8.5%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

19 quarters · since Dec 2021

Clone Performance

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

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Portfolio Concentration

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

Top Position

34.8%

−6.8 pts

Top 5

74.4%

−7.6 pts

Top 10

84.1%

−7.2 pts

HHI

1,665

Moderately concentrated−580

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.6%	$187,139,950	28
Technology	3.3%	$6,790,178	10
Industrials	1.0%	$2,057,039	5
Financial Services	0.9%	$1,901,514	7
Communication Services	0.9%	$1,827,011	2
Consumer Cyclical	0.8%	$1,665,598	3
Energy	0.5%	$1,060,671	2
Healthcare	0.5%	$1,009,935	3
Consumer Defensive	0.4%	$739,022	3
Basic Materials	0.1%	$141,204	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAAA	Amplius Aggressive Asset Allocation ETF	+439,712	2,769,408	$71,166,079
FNDA	Schwab Fundamental U.S. Small Company ETF	+142,355	960,574	$28,987,410
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+128,226	169,184	$13,613,200
VB	Vanguard Morningstar Small-Cap ETF	+43,373	83,090	$19,085,053
CWI	State Street SPDR MSCI ACWI ex-US ETF	+17,412	31,208	$1,591,812
—		+14,030	21,478	$1,492,721
DCOR	Dimensional US Core Equity 1 ETF	+11,820	35,689	$1,631,527
—		+10,000	40,050	$1,365,277
BNDW	Vanguard Total World Bond ETF	+9,722	96,757	$6,054,637
VEU	Vanguard FTSE All-World Ex-US ETF	+9,657	155,589	$19,086,798
VXUS	Vanguard Total International Stock ETF	+8,620	79,771	$6,819,622
EDV	Vanguard World Funds Extended Duration ETF	+8,492	9,383	$1,226,320
AAPL	Apple Inc.	+4,826	6,759	$1,955,784
AMZN	Amazon Com Inc	+3,726	5,127	$1,221,969
CTA-PB	EIDP, Inc.	+3,300	13,440	$0
MSFT	Microsoft Corp	+2,142	2,778	$1,036,249
XOM	ExxonMobil Holdings Corp	+1,802	6,274	$857,781
VEA	Vanguard FTSE Developed Markets ETF	+1,203	45,475	$3,240,093
ABI	VictoryShares Pioneer Asset-Based Income ETF	+481	3,695	$786,185
DE	Deere & Co	+256	634	$402,165
AFL	Aflac Inc	+215	2,615	$306,608
WMT	Walmart Inc.	+135	2,235	$253,136
ACSG	American Century Small Cap Growth Insights ETF	+117	13,080	$1,009,235
CGDV	Capital Group Dividend Value ETF	+15	5,508	$271,434
AFK	VanEck Africa Index ETF	+14	28,714	$1,479,058
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	−10,500	4,120	$208,389
BIV	Vanguard Intermediate-Term Bond ETF	−2,826	5,968	$438,110
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−2,769	58,684	$1,492,920
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	3,972	$1,416,936
NVDA	Nvidia Corp	6,587	$1,317,992
MDY	Spdr S&P Midcap 400 ETF Trust	1,521	$1,069,780
VIG	Vanguard Dividend Appreciation ETF	10,413	$1,004,125
JPM	Jpmorgan Chase & Co	1,573	$514,890
LRCX	Lam Research Corp	1,157	$501,362
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	9,113	$460,844
AMAT	Applied Materials Inc /De	610	$441,030
META	Meta Platforms, Inc.	728	$410,075
LLY	ELI LILLY & Co	292	$350,233
KLAC	Kla Corp	1,160	$349,983
EMR	Emerson Electric Co	2,390	$342,128
PANW	Palo Alto Networks Inc	928	$316,466
AMD	Advanced Micro Devices Inc	540	$313,691
V	Visa Inc.	878	$301,233
AVGO	Broadcom Inc.	796	$300,689
UNH	Unitedhealth Group Inc	645	$268,081
TSM	Taiwan Semiconductor Manufacturing Co Ltd	538	$256,932
PG	PROCTER & GAMBLE Co	1,725	$252,954
CAT	Caterpillar Inc	236	$251,316
RTX	RTX Corp	1,269	$240,767
TJX	Tjx Companies Inc /De/	1,579	$239,218
COST	Costco Wholesale Corp /New	249	$232,932
MA	Mastercard Inc	453	$232,660
COF	Capital One Financial Corp	1,028	$206,237
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BNO	United States Brent Oil Fund, LP	7,545	$392,415
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $204,332,122 total · filing declares 105 positions · $204,681,328 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAAA	Amplius Aggressive Asset Allocation ETF	Added	2,769,408	+439,712	$71,166,079	+24.1%	34.83%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	960,574	+142,355	$28,987,410	+32.5%	14.19%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	155,589	+9,657	$19,086,798	+18.1%	9.34%
VB	Vanguard Morningstar Small-Cap ETF	Added	83,090	+43,373	$19,085,053	+60.8%	9.34%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	169,184	+128,226	$13,613,200	—	6.66%
VXUS	Vanguard Total International Stock ETF	Added	79,771	+8,620	$6,819,622	+24.3%	3.34%
BNDW	Vanguard Total World Bond ETF	Added	96,757	+9,722	$6,054,637	+9.6%	2.96%
VEA	Vanguard FTSE Developed Markets ETF	Added	45,475	+1,203	$3,240,093	+14.2%	1.59%
AAPL	Apple Inc. Technology	Added	6,759	+4,826	$1,955,784	+298.7%	0.96%
SPY	Spdr S&P 500 ETF Trust	Added	2,347	+1	$1,752,669	+14.9%	0.86%
DCOR	Dimensional US Core Equity 1 ETF	Added	35,689	+11,820	$1,631,527	+79.7%	0.80%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	31,208	+17,412	$1,591,812	+146.0%	0.78%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	58,684	-2,769	$1,492,920	−2.0%	0.73%
		Added	21,478	+14,030	$1,492,721	+211.5%	0.73%
AFK	VanEck Africa Index ETF	Added	28,714	+14	$1,479,058	+2.8%	0.72%
GOOGL	Alphabet Inc. Communication Services	NEW	3,972	NEW	$1,416,936	NEW	0.69%
		Added	40,050	+10,000	$1,365,277	+38.3%	0.67%
NVDA	Nvidia Corp Technology	NEW	6,587	NEW	$1,317,992	NEW	0.65%
EDV	Vanguard World Funds Extended Duration ETF	Added	9,383	+8,492	$1,226,320	+1478.1%	0.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,127	+3,726	$1,221,969	+318.8%	0.60%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	1,521	NEW	$1,069,780	NEW	0.52%
MSFT	Microsoft Corp Technology	Added	2,778	+2,142	$1,036,249	+340.2%	0.51%
ACSG	American Century Small Cap Growth Insights ETF	Added	13,080	+117	$1,009,235	+9.5%	0.49%
VIG	Vanguard Dividend Appreciation ETF	NEW	10,413	NEW	$1,004,125	NEW	0.49%
XOM	ExxonMobil Holdings Corp Energy	Added	6,274	+1,802	$857,781	+13.1%	0.42%
PL	Planet Labs PBC Industrials	Held	24,771	0	$820,663	+18.5%	0.40%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	3,695	+481	$786,185	+27.5%	0.38%
QQQ	Invesco Qqq Trust, Series 1	Held	934	0	$687,797	+27.6%	0.34%
JPM	Jpmorgan Chase & Co Financial Services	NEW	1,573	NEW	$514,890	NEW	0.25%
LRCX	Lam Research Corp Technology	NEW	1,157	NEW	$501,362	NEW	0.25%
IAU	Ishares Gold Trust	Held	6,437	0	$486,057	−14.3%	0.24%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	NEW	9,113	NEW	$460,844	NEW	0.23%
AMAT	Applied Materials Inc /De Technology	NEW	610	NEW	$441,030	NEW	0.22%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	5,968	-2,826	$438,110	−32.3%	0.21%
VFMF	Vanguard U.S. Multifactor ETF	Added	1,748	+3	$436,143	+26.8%	0.21%
META	Meta Platforms, Inc. Communication Services	NEW	728	NEW	$410,075	NEW	0.20%
DE	Deere & Co Industrials	Added	634	+256	$402,165	+88.9%	0.20%
JNJ	Johnson & Johnson Healthcare	Added	1,542	+1	$391,621	+4.0%	0.19%
LLY	ELI LILLY & Co Healthcare	NEW	292	NEW	$350,233	NEW	0.17%
KLAC	Kla Corp Technology	NEW	1,160	NEW	$349,983	NEW	0.17%
EMR	Emerson Electric Co Industrials	NEW	2,390	NEW	$342,128	NEW	0.17%
PANW	Palo Alto Networks Inc Technology	NEW	928	NEW	$316,466	NEW	0.15%
AMD	Advanced Micro Devices Inc Technology	NEW	540	NEW	$313,691	NEW	0.15%
AFL	Aflac Inc Financial Services	Added	2,615	+215	$306,608	+16.4%	0.15%
V	Visa Inc. Financial Services	NEW	878	NEW	$301,233	NEW	0.15%
AVGO	Broadcom Inc. Technology	NEW	796	NEW	$300,689	NEW	0.15%
CGDV	Capital Group Dividend Value ETF	Added	5,508	+15	$271,434	+16.2%	0.13%
UNH	Unitedhealth Group Inc Healthcare	NEW	645	NEW	$268,081	NEW	0.13%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	538	NEW	$256,932	NEW	0.13%
WMT	Walmart Inc. Consumer Defensive	Added	2,235	+135	$253,136	−3.0%	0.12%

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.