Orin Green Financial, LLC holds a focused book of 83 stocks worth $271.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Broadcom Inc and trimmed Vanguard Ftse Developed ETF. Their largest long position is Ishares Core S&P 500 ETF at 15% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1844227/holdings"
Use Arkolith to show Orin Green Financial, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $40.3M | 53.8K | 14.9% | ▲+1.1% Added · +604 sh | |
| 2 | Ishares TR CORE S&P MCP ETF | $26.5M | 343.1K | 9.8% | ▲+1.8% Added · +6K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $26.0M | 364.7K | 9.6% | ▼−1.2% Reduced · −4K sh | |
| 4 | Ishares TR CALIF MUN BD ETF | $16.4M | 284.9K | 6.1% | ▼−0.8% Reduced · −2K sh | |
| 5 | Qualcomm Inc COM | $15.8M | 85.6K | 5.8% | ▼−1.0% Reduced · −864 sh | |
| 6 | SPDR Index SHS FDS ST STR PO EX ETF | $9.9M | 196.8K | 3.7% | ▼−0.8% Reduced · −2K sh | |
| 7 | Ishares TR MSCI EAFE ETF | $9.9M | 95.2K | 3.6% | ▼−1.9% Reduced · −2K sh | |
| 8 | Vanguard Index FDS LARGE CAP ETF | $9.2M | 26.9K | 3.4% | ▼−2.7% Reduced · −743 sh | |
| 9 | Ishares TR NATIONAL MUN ETF | $9.1M | 84.5K | 3.4% | ▲+0.1% Added · +112 sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $7.1M | 47.7K | 2.6% | ▼−0.2% Reduced · −103 sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $6.7M | 9.0K | 2.5% | ▼−1.0% Reduced · −89 sh | |
| 12 | Ishares TR RUS MID CAP ETF | $6.7M | 60.6K | 2.5% | ▼−2.2% Reduced · −1K sh | |
| 13 | Vanguard Index FDS MID CAP ETF | $6.1M | 75.6K | 2.2% | ▲+302% Added · +57K sh | |
| 14 | SPDR Index SHS FDS ST DOW GLOBA ETF | $5.8M | 116.5K | 2.1% | ▼−1.1% Reduced · −1K sh | |
| 15 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.4M | 74.2K | 1.6% | ▼−3.8% Reduced · −3K sh | |
| 16 | SPDR Gold TR GOLD SHS | $4.3M | 11.7K | 1.6% | ▲+0.3% Added · +36 sh | |
| 17 | Apple Inc COM | $4.0M | 13.7K | 1.5% | ▼−0.7% Reduced · −102 sh | |
| 18 | SPDR Series Trust ST SHOR CORP ETF | $3.9M | 130.6K | 1.4% | ▲+1.7% Added · +2K sh | |
| 19 | Vanguard Index FDS SMALL CP ETF | $3.9M | 12.9K | 1.4% | ▼−1.4% Reduced · −182 sh | |
| 20 | Ishares TR CORE INTL AGGR | $3.8M | 75.4K | 1.4% | ▲+4.5% Added · +3K sh | |
| 21 | Alphabet Inc CAP STK CL C | $3.7M | 10.4K | 1.4% | ▲+0.2% Added · +24 sh | |
| 22 | SPDR Series Trust ST STR AGGRE ETF | $2.5M | 99.6K | 0.9% | ▼−0.6% Reduced · −647 sh | |
| 23 | Vanguard Index FDS GROWTH ETF | $2.2M | 26.0K | 0.8% | ▲+480% Added · +21K sh | |
| 24 | Goldman Sachs ETF TR ACCES TREASURY | $2.0M | 20.1K | 0.7% | —Held | |
| 25 | Amazon Com Inc COM | $2.0M | 8.4K | 0.7% | ▼−1.8% Reduced · −155 sh | |
| 26 | Alphabet Inc CAP STK CL A | $1.8M | 5.0K | 0.7% | ▼−7.0% Reduced · −375 sh | |
| 27 | DBX ETF TR XTRACK MSCI EAFE | $1.7M | 31.2K | 0.6% | —Held | |
| 28 | SPDR Series Trust ST STR P500ETF | $1.6M | 17.9K | 0.6% | ▼−0.5% Reduced · −83 sh | |
| 29 | Ishares TR ESG AWR MSCI USA | $1.5M | 9.3K | 0.6% | ▲+3.4% Added · +307 sh | |
| 30 | Nvidia Corporation COM | $1.4M | 7.2K | 0.5% | ▼−1.8% Reduced · −130 sh | |
| 31 | SPDR Series Trust ST STR SP600 SML | $1.4M | 23.5K | 0.5% | ▼−6.0% Reduced · −2K sh | |
| 32 | Salesforce Inc COM | $1.3M | 8.4K | 0.5% | ▼~0% Reduced · −2 sh | |
| 33 | Ishares TR RUS MD CP GR ETF | $1.3M | 8.7K | 0.5% | ▼−1.2% Reduced · −108 sh | |
| 34 | Ishares TR RUSSELL 2000 ETF | $1.2M | 4.0K | 0.4% | ▼−0.2% Reduced · −8 sh | |
| 35 | Ishares TR MSCI EMG MKT ETF | $1.2M | 17.5K | 0.4% | ▼−9.6% Reduced · −2K sh | |
| 36 | Ishares TR SHRT NAT MUN ETF | $1.2M | 10.8K | 0.4% | —Held | |
| 37 | Sempra COM | $1.1M | 11.9K | 0.4% | ▼−50% Reduced · −12K sh | |
| 38 | SPDR Series Trust ST STR P400MID | $1.1M | 16.1K | 0.4% | ▼−1.7% Reduced · −281 sh | |
| 39 | Ishares TR ESG AW MSCI EAFE | $1.1M | 10.4K | 0.4% | ▲+1.1% Added · +108 sh | |
| 40 | SPDR Series Trust ST STR P500GRW | $1.1M | 8.9K | 0.4% | —Held | |
| 41 | SPDR Index SHS FDS ST PORT MARK ETF | $958K | 18.5K | 0.4% | ▼−4.0% Reduced · −766 sh | |
| 42 | Microsoft Corp COM | $911K | 2.4K | 0.3% | —Held | |
| 43 | Ishares TR CORE US AGGBD ET | $892K | 9.0K | 0.3% | ▲+1.4% Added · +124 sh | |
| 44 | Advanced Micro Devices Inc COM | $869K | 1.5K | 0.3% | ▼−0.5% Reduced · −7 sh | |
| 45 | Ishares TR CORE 80 20 ETF | $824K | 8.4K | 0.3% | ▲+1.6% Added · +132 sh | |
| 46 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $815K | 10.3K | 0.3% | ▼−0.9% Reduced · −96 sh | |
| 47 | Vanguard Index FDS SML CP GRW ETF | $806K | 2.2K | 0.3% | ▼−0.8% Reduced · −19 sh | |
| 48 | Ishares TR RUS 1000 GRW ETF | $780K | 6.3K | 0.3% | ▲+300% Added · +5K sh | |
| 49 | Costco Wholesale Corporation COM | $669K | 716 | 0.2% | —Held | |
| 50 | Berkshire Hathaway Inc Del CL B NEW | $661K | 1.3K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 83 | $271.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 78 | $243.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 77 | $250.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 88 | $250.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 78 | $236.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 76 | $212.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 19, 2025 | 79 | $227.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 83 | $231.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.