2026 Q3 Portfolio Activity
In 2026 Q3, Orin Green Financial, LLC maintained a portfolio of 84 distinct positions. The most significant new addition was ETF OPPORTUNITIES TRUST, now representing 0.01% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 47.7%.
Position History
hover any row below to update
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Total Positions
84
Quarter
2026 Q3
Top Holding
IVV (15.1%)
Top 10 Concentration
61.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 84
Orin Green Financial, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 15.05% | 14.87% |
#1
Prev: #1
|
6.5 |
—
|
-1,432 | -2.7% |
P
S
|
52,393 | $40,124,682 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 9.52% | 9.59% |
#2
1
Prev: #3
|
5.8 |
—
|
-5,377 | -1.5% |
P
S
|
359,351 | $25,373,813 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IJH
ISHARES TR
|
ETF | 9.28% | 9.76% |
#3
1
Prev: #2
|
5.2 |
—
|
617 | 0.2% |
P
S
|
343,687 | $24,728,287 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
QCOM
QUALCOMM INC
|
Technology | 5.87% | 5.83% |
#4
1
Prev: #5
|
3.3 |
—
|
-515 | -0.6% |
P
S
|
85,044 | $15,651,498 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
CMF
ISHARES TR
|
ETF | 5.71% | 6.06% |
#5
1
Prev: #4
|
3.3 |
—
|
-3,653 | -1.3% |
P
S
|
281,207 | $15,218,924 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
EFA
ISHARES TR
|
ETF | 3.71% | 3.65% |
#6
1
Prev: #7
|
2.0 |
—
|
-130 | -0.1% |
P
S
|
95,073 | $9,877,175 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 3.58% | 3.66% |
#7
1
Prev: #6
|
1.9 |
—
|
-6,630 | -3.4% |
P
S
|
190,193 | $9,549,610 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 3.29% | 3.41% |
#8
Prev: #8
|
1.8 |
—
|
-1,928 | -7.2% |
P
S
|
24,948 | $8,777,954 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
MUB
ISHARES TR
|
ETF | 3.25% | 3.36% |
#9
Prev: #9
|
1.8 |
—
|
1,157 | 1.4% |
P
S
|
85,688 | $8,663,070 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.54% | 2.47% |
#10
1
Prev: #11
|
1.5 |
—
|
-97 | -1.1% |
P
S
|
8,871 | $6,765,108 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IJR
ISHARES TR
|
ETF | 2.42% | 2.61% |
#11
1
Prev: #10
|
1.5 |
—
|
-299 | -0.6% |
P
S
|
47,450 | $6,455,072 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IWR
ISHARES TR
|
ETF | 2.41% | 2.47% |
#12
Prev: #12
|
1.5 |
—
|
-301 | -0.5% |
P
S
|
60,270 | $6,431,412 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.22% | 2.25% |
#13
Prev: #13
|
1.4 |
—
|
-125 | -0.2% |
P
S
|
75,457 | $5,917,338 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 2.05% | 1.41% |
#14
6
Prev: #20
|
3.3 |
—
|
35,928 | 47.7% |
P
S
|
111,322 | $5,477,061 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
RWO
SPDR INDEX SHS ...
|
ETF | 2.02% | 2.14% |
#15
1
Prev: #14
|
1.3 |
—
|
-191 | -0.2% |
P
S
|
116,260 | $5,394,433 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
AAPL
APPLE INC
|
Technology | 1.68% | 1.46% |
#16
1
Prev: #17
|
1.2 |
—
|
-261 | -1.9% |
P
S
|
13,423 | $4,470,273 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.67% | 1.59% |
#17
1
Prev: #16
|
1.2 |
—
|
22 | 0.2% |
P
S
|
11,686 | $4,450,307 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.60% | 1.63% |
#18
3
Prev: #15
|
1.1 |
—
|
-2,345 | -3.2% |
P
S
|
71,810 | $4,259,034 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 1.46% | 1.45% |
#19
1
Prev: #18
|
1.1 |
—
|
927 | 0.7% |
P
S
|
131,555 | $3,892,715 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.34% | 1.45% |
#20
1
Prev: #19
|
1.0 |
—
|
-350 | -2.7% |
P
S
|
12,578 | $3,578,316 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.33% | 1.35% |
#21
Prev: #21
|
1.5 |
—
|
no change | no change |
P
S
|
10,370 | $3,533,474 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.92% | 0.94% |
#22
Prev: #22
|
0.9 |
—
|
1,159 | 1.2% |
P
S
|
100,726 | $2,453,687 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.86% | 0.83% |
#23
Prev: #23
|
0.8 |
—
|
-500 | -1.9% |
P
S
|
25,475 | $2,295,552 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.77% | 0.74% |
#24
1
Prev: #25
|
0.8 |
—
|
-121 | -1.4% |
P
S
|
8,270 | $2,060,471 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
GBIL
GOLDMAN SACHS E...
|
ETF | 0.76% | 0.74% |
#25
1
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
20,106 | $2,012,811 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
DBEF
DBX ETF TR
|
ETF | 0.64% | 0.63% |
#26
1
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
31,158 | $1,712,132 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.64% | 0.65% |
#27
1
Prev: #26
|
0.8 |
—
|
-1 | -0.0% |
P
S
|
4,960 | $1,706,637 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.62% | 0.48% |
#28
4
Prev: #32
|
0.7 |
—
|
-1,161 | -13.9% |
P
S
|
7,209 | $1,654,970 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
ESGU
ISHARES TR
|
ETF | 0.60% | 0.56% |
#29
Prev: #29
|
0.7 |
—
|
300 | 3.2% |
P
S
|
9,560 | $1,594,608 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.60% | 0.58% |
#30
2
Prev: #28
|
0.7 |
—
|
-240 | -1.3% |
P
S
|
17,671 | $1,586,133 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.58% | 0.53% |
#31
1
Prev: #30
|
0.7 |
—
|
-410 | -5.7% |
P
S
|
6,763 | $1,544,626 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.47% | 0.34% |
#32
10
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
2,442 | $1,252,502 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.45% | 0.50% |
#33
2
Prev: #31
|
0.7 |
—
|
-596 | -2.5% |
P
S
|
22,906 | $1,210,829 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IWP
ISHARES TR
|
ETF | 0.44% | 0.47% |
#34
1
Prev: #33
|
0.7 |
—
|
-47 | -0.5% |
P
S
|
8,612 | $1,185,687 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
EEM
ISHARES TR
|
ETF | 0.43% | 0.44% |
#35
Prev: #35
|
0.7 |
—
|
-560 | -3.2% |
P
S
|
16,966 | $1,133,174 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SUB
ISHARES TR
|
ETF | 0.42% | 0.43% |
#36
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
10,833 | $1,132,482 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
ESGD
ISHARES TR
|
ETF | 0.41% | 0.39% |
#37
2
Prev: #39
|
0.7 |
—
|
366 | 3.5% |
P
S
|
10,725 | $1,105,211 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IWM
ISHARES TR
|
ETF | 0.41% | 0.45% |
#38
4
Prev: #34
|
0.7 |
—
|
-76 | -1.9% |
P
S
|
3,965 | $1,101,834 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.41% | 0.39% |
#39
1
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
8,861 | $1,090,612 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 0.38% | 0.40% |
#40
2
Prev: #38
|
0.7 |
—
|
-142 | -0.9% |
P
S
|
15,953 | $1,005,685 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.35% | 0.35% |
#41
Prev: #41
|
0.6 |
—
|
-412 | -2.2% |
P
S
|
18,085 | $936,079 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SRE
SEMPRA
|
Utilities | 0.35% | 0.41% |
#42
5
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
11,891 | $927,006 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.34% | 0.32% |
#43
1
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
1,496 | $915,193 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
AGG
ISHARES TR
|
ETF | 0.33% | 0.33% |
#44
1
Prev: #43
|
0.6 |
—
|
260 | 2.9% |
P
S
|
9,273 | $876,669 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.32% | 0.22% |
#45
8
Prev: #53
|
1.1 |
—
|
no change | no change |
P
S
|
18,139 | $858,700 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
AOA
ISHARES TR
|
ETF | 0.30% | 0.30% |
#46
1
Prev: #45
|
0.6 |
—
|
-91 | -1.1% |
P
S
|
8,354 | $812,546 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.30% | 0.30% |
#47
1
Prev: #46
|
0.6 |
—
|
9 | 0.1% |
P
S
|
10,320 | $797,238 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IWF
ISHARES TR
|
ETF | 0.30% | 0.29% |
#48
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
6,280 | $786,633 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.29% | 0.22% |
#49
5
Prev: #54
|
1.1 |
—
|
no change | no change |
P
S
|
1,055 | $765,065 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.28% | 0.30% |
#50
3
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
2,205 | $744,915 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 |
Showing 1-50 of 84 holdings