Orcam Financial Group
Top Portfolio Positions
14 positions ·
$6,752,342 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
2,346 | $1,525,697 | 22.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,472 | $758,719 | 11.24% | |
| PL |
Planet Labs PBC
Industrials
|
24,771 | $692,349 | 10.25% | |
| IAU |
Ishares Gold Trust
|
6,437 | $567,485 | 8.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
934 | $539,086 | 7.98% | |
| AAPL |
Apple Inc.
Technology
|
1,933 | $490,576 | 7.27% | |
| BNO |
United States Brent Oil Fund, LP
|
7,545 | $392,415 | 5.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,541 | $376,682 | 5.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,401 | $291,786 | 4.32% | |
| AFL |
Aflac Inc
Financial Services
|
2,400 | $263,304 | 3.90% |
Portfolio Trend
18 quarters · across all stocks
Holdings in VGZ
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,900 | 73,929 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $145,640 | 73,929 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $157,468 | 73,929 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||