Orin Green Financial, LLC
Orin Green Financial, LLC reported 82 US-listed holdings worth $266.5 million in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: iShares Core S&P 500 ETF (15.1%), Vanguard Ftse Developed Markets (9.5%) and iShares Core S&P Mid-Cap ETF (9.3%). Against the quarter before, it opened 1 position, added to 14, trimmed 31 and sold out of 2.
Reported holdings$266.5M-1.7% on Q2 2026
Positions82-1 on Q2 2026
The largest ten61.8%of its reported holdings
Latest 13FQ3 2026filed 19 October 2026
Added toTrimmed
The 14 largest of its 82 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +24.5% over the 6 quarters to 30 September 2026, against +36.3% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 1Added 14Held 36Trimmed 31Sold out 2
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 1
- ETF Opportunities Trust CORD$29,200
Added to 14
- iShares Trust IAGG+35,928 shares · +48%
- iShares Trust MUB+1,157 shares · +1%
- iShares Trust ACWI+377 shares · +9%
- iShares Trust ESGU+300 shares · +3%
- iShares Core S&P Mid-Cap ETF IJH+617 shares · +0%
- iShares Trust ESGD+366 shares · +4%
- iShares Trust EAGG+822 shares · +6%
- SPDR Ser Trust SPAB+1,159 shares · +1%
and 6 more in the table below
Trimmed 31
- iShares Core S&P 500 ETF IVV-1,432 shares · -3%
- Vanguard Large Cap ETF VV-1,928 shares · -7%
- Vanguard Ftse Developed Markets VEA-5,377 shares · -1%
- SPDR Portfolio Developed World SPDW-6,630 shares · -3%
- Salesforce, Inc. CRM-1,161 shares · -14%
- iShares Trust CMF-3,653 shares · -1%
- Vanguard Ftse Emerging Markets VWO-2,345 shares · -3%
- Vanguard Small Cap ETF VB-350 shares · -3%
and 23 more in the table below
Sold out of 2
- Direxion Shares ETF Trust SOXS$62,370 last quarter
- Veea Inc. VEEA$9,252 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| iShares Core S&P 500 ETF IVV | 52.4K | $40.1 million | 15.05% | -1.4K |
| Vanguard Ftse Developed Markets VEA | 359.4K | $25.4 million | 9.52% | -5.4K |
| iShares Core S&P Mid-Cap ETF IJH | 343.7K | $24.7 million | 9.28% | +617 |
| Qualcomm Inc. QCOM | 85.0K | $15.7 million | 5.87% | -515 |
| iShares Trust CMF | 281.2K | $15.2 million | 5.71% | -3.7K |
| iShares Trust EFA | 95.1K | $9.9 million | 3.71% | -130 |
| SPDR Portfolio Developed World SPDW | 190.2K | $9.5 million | 3.58% | -6.6K |
| Vanguard Large Cap ETF VV | 24.9K | $8.8 million | 3.29% | -1.9K |
| iShares Trust MUB | 85.7K | $8.7 million | 3.25% | +1.2K |
| SPDR S&P 500 SPY | 8.9K | $6.8 million | 2.54% | -97 |
| iShares Core S&P Small-Cap ETF IJR | 47.5K | $6.5 million | 2.42% | -299 |
| iShares Trust IWR | 60.3K | $6.4 million | 2.41% | -301 |
| Vanguard Mid Cap Index ETF VO | 75.5K | $5.9 million | 2.22% | -125 |
| iShares Trust IAGG | 111.3K | $5.5 million | 2.05% | +35.9K |
| SPDR Index SHS FDS RWO | 116.3K | $5.4 million | 2.02% | -191 |
| Apple Inc. AAPL | 13.4K | $4.5 million | 1.68% | -261 |
| SPDR Gold Trust GLD | 11.7K | $4.5 million | 1.67% | +22 |
| Vanguard Ftse Emerging Markets VWO | 71.8K | $4.3 million | 1.60% | -2.3K |
| SPDR Ser Trust SPSB | 131.6K | $3.9 million | 1.46% | +927 |
| Vanguard Small Cap ETF VB | 12.6K | $3.6 million | 1.34% | -350 |
| Alphabet Inc. GOOG | 10.4K | $3.5 million | 1.33% | no change |
| SPDR Ser Trust SPAB | 100.7K | $2.5 million | 0.92% | +1.2K |
| Vanguard Growth ETF VUG | 25.5K | $2.3 million | 0.86% | -500 |
| Amazon.com Inc. AMZN | 8.3K | $2.1 million | 0.77% | -121 |
| Goldman Sachs ETF Trust GBIL | 20.1K | $2.0 million | 0.76% | no change |
| DBX ETF Trust DBEF | 31.2K | $1.7 million | 0.64% | no change |
| Alphabet Inc. GOOGL | 5.0K | $1.7 million | 0.64% | -1 |
| Salesforce, Inc. CRM | 7.2K | $1.7 million | 0.62% | -1.2K |
| iShares Trust ESGU | 9.6K | $1.6 million | 0.60% | +300 |
| SPDR Ser Trust SPYM | 17.7K | $1.6 million | 0.60% | -240 |
| NVIDIA Corp. NVDA | 6.8K | $1.5 million | 0.58% | -410 |
| Microsoft Corp. MSFT | 2.4K | $1.3 million | 0.47% | no change |
| SPDR Portfolio Small Cap ETF SPSM | 22.9K | $1.2 million | 0.45% | -596 |
| iShares Russell Mid-Cap Growth ETF IWP | 8.6K | $1.2 million | 0.44% | -47 |
| iShares Trust EEM | 17.0K | $1.1 million | 0.43% | -560 |
| iShares Trust SUB | 10.8K | $1.1 million | 0.42% | no change |
| iShares Trust ESGD | 10.7K | $1.1 million | 0.41% | +366 |
| iShares Russell 2000 ETF IWM | 4.0K | $1.1 million | 0.41% | -76 |
| SPDR S&P 500 Growth ETF SPYG | 8.9K | $1.1 million | 0.41% | no change |
| SPDR Ser Trust SPMD | 16.0K | $1.0 million | 0.38% | -142 |
| SPDR Index SHS FDS SPEM | 18.1K | $936,079 | 0.35% | -412 |
| Sempra SRE | 11.9K | $927,006 | 0.35% | no change |
| Advanced Micro Devices Inc. AMD | 1.5K | $915,193 | 0.34% | no change |
| iShares Trust AGG | 9.3K | $876,669 | 0.33% | +260 |
| iShares Bitcoin Trust ETF IBIT | 18.1K | $858,700 | 0.32% | no change |
| iShares Trust AOA | 8.4K | $812,546 | 0.30% | -91 |
| Vanguard Short-Term Corp. BD Idx VCSH | 10.3K | $797,238 | 0.30% | +9 |
| iShares Trust IWF | 6.3K | $786,633 | 0.30% | no change |
| Meta Platforms, Inc. META | 1.1K | $765,065 | 0.29% | no change |
| Vanguard Small Cap Growth ETF VBK | 2.2K | $744,915 | 0.28% | no change |
| iShares Trust ACWI | 4.4K | $705,869 | 0.26% | +377 |
| Berkshire Hathaway Inc. Class B BRKB | 1.3K | $657,792 | 0.25% | no change |
| Costco Wholesale Corp. COST | 716 | $651,348 | 0.24% | no change |
| iShares Trust EAGG | 14.3K | $647,844 | 0.24% | +822 |
| Dexcom Inc. DXCM | 7.0K | $607,309 | 0.23% | no change |
| iShares Trust AOR | 8.0K | $545,260 | 0.20% | -150 |
| Invesco Exch Traded FD Trust II TBLL | 5.1K | $542,684 | 0.20% | no change |
| SSgA Funds Management Inc MDYV | 5.2K | $461,403 | 0.17% | no change |
| Resmed Inc. RMD | 2.0K | $440,431 | 0.17% | no change |
| iShares ESG Aware MSCI USA Smal ESML | 8.0K | $415,376 | 0.16% | +247 |
| Caterpillar Inc. CAT | 499 | $404,584 | 0.15% | no change |
| VG Totl STK Vprs VTI | 948 | $354,780 | 0.13% | -140 |
| SPDR Ser Trust SPTM | 3.8K | $351,263 | 0.13% | -97 |
| Visa Inc. V | 949 | $341,004 | 0.13% | no change |
| Invesco QQQ Trust QQQ | 406 | $300,346 | 0.11% | no change |
| SPDR Ser Trust SLYG | 2.8K | $300,051 | 0.11% | no change |
| iShares Trust EFG | 2.3K | $276,807 | 0.10% | no change |
| Vanguard Mega Cap Growth ETF MGK | 3.0K | $276,560 | 0.10% | no change |
| iShares Trust IWL | 1.4K | $263,942 | 0.10% | -34 |
| SPDR Ser Trust SLYV | 2.5K | $254,251 | 0.10% | no change |
| Dimensional ETF Trust DFAX | 6.1K | $225,341 | 0.08% | no change |
| Vanguard Real Estate ETF VNQ | 2.5K | $220,400 | 0.08% | no change |
| iShares Inc. ESGE | 4.0K | $214,799 | 0.08% | +211 |
| Seagate Technology Holdings plc STX | 227 | $209,371 | 0.08% | no change |
| Broadcom Inc. AVGO | 587 | $206,149 | 0.08% | no change |
| iShares Trust ICF | 3.3K | $206,060 | 0.08% | no change |
| Tesla, Inc. TSLA | 571 | $202,597 | 0.08% | no change |
| ASML Holding N.V. ASML | 111 | $201,095 | 0.08% | no change |
| Legacy Ed Inc. LGCY | 13.2K | $127,451 | 0.05% | no change |
| Protalix Biotherapeutics Inc. PLX | 10.7K | $29,463 | 0.01% | +675 |
| ETF Opportunities Trust CORD | 10.0K | $29,200 | 0.01% | new |
| Empire ST Rlty Op L P OGCP | 10.7K | $7,582 | 0.00% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.