2026 Q1 Portfolio Activity
In 2026 Q1, Orin Green Financial, LLC maintained a portfolio of 80 distinct positions. The most significant new addition was SEMPRA, now representing 0.95% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 18.4%.
Position History
hover any row below to update
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Total Positions
80
Quarter
2026 Q1
Top Holding
IVV (14.3%)
Top 10 Concentration
61.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 80
Orin Green Financial, LLC Full Holdings List — 2026 Q1
| 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 | 14.26% | 14.60% |
#1
Prev: #1
|
6.5 |
—
|
-54 | -0.1% |
P
S
|
53,221 | $34,764,439 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 9.70% | 9.30% |
#2
Prev: #2
|
5.9 |
—
|
-2,941 | -0.8% |
P
S
|
369,189 | $23,657,616 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IJH
ISHARES TR
|
ETF | 9.34% | 8.84% |
#3
Prev: #3
|
5.2 |
—
|
2,122 | 0.6% |
P
S
|
337,076 | $22,762,772 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
CMF
ISHARES TR
|
ETF | 6.70% | 7.06% |
#4
Prev: #4
|
3.7 |
—
|
-19,863 | -6.5% |
P
S
|
287,164 | $16,328,145 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
QCOM
QUALCOMM INC
|
Technology | 4.57% | 5.90% |
#5
Prev: #5
|
2.8 |
—
|
192 | 0.2% |
P
S
|
86,423 | $11,129,554 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
EFA
ISHARES TR
|
ETF | 3.87% | 3.76% |
#6
1
Prev: #7
|
2.0 |
—
|
-909 | -0.9% |
P
S
|
97,021 | $9,423,688 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 3.72% | 3.62% |
#7
1
Prev: #8
|
2.0 |
—
|
-5,295 | -2.6% |
P
S
|
198,499 | $9,061,471 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
MUB
ISHARES TR
|
ETF | 3.68% | 3.81% |
#8
2
Prev: #6
|
2.0 |
—
|
-4,576 | -5.1% |
P
S
|
84,419 | $8,961,077 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 3.39% | 3.51% |
#9
Prev: #9
|
1.9 |
—
|
-287 | -1.0% |
P
S
|
27,619 | $8,253,938 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWR
ISHARES TR
|
ETF | 2.47% | 2.38% |
#10
1
Prev: #11
|
1.5 |
—
|
92 | 0.1% |
P
S
|
61,929 | $6,021,356 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IJR
ISHARES TR
|
ETF | 2.44% | 2.30% |
#11
1
Prev: #12
|
1.5 |
—
|
69 | 0.1% |
P
S
|
47,852 | $5,948,458 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.42% | 2.47% |
#12
2
Prev: #10
|
1.5 |
—
|
-3 | -0.0% |
P
S
|
9,057 | $5,889,974 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.21% | 2.17% |
#13
Prev: #13
|
1.4 |
—
|
108 | 0.6% |
P
S
|
18,795 | $5,397,548 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
RWO
SPDR INDEX SHS ...
|
ETF | 2.21% | 2.13% |
#14
Prev: #14
|
1.4 |
—
|
-478 | -0.4% |
P
S
|
117,813 | $5,392,270 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GLD
SPDR GOLD TR
|
ETF | 2.05% | 1.84% |
#15
Prev: #15
|
1.3 |
—
|
7 | 0.1% |
P
S
|
11,628 | $5,003,412 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.71% | 1.72% |
#16
Prev: #16
|
1.2 |
—
|
-2,803 | -3.5% |
P
S
|
77,096 | $4,167,023 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 1.58% | 1.57% |
#17
Prev: #17
|
1.1 |
—
|
-1,347 | -1.0% |
P
S
|
128,444 | $3,862,335 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.48% | 1.37% |
#18
1
Prev: #19
|
1.1 |
—
|
3,426 | 5.0% |
P
S
|
72,149 | $3,610,340 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AAPL
APPLE INC
|
Technology | 1.44% | 1.49% |
#19
1
Prev: #18
|
1.1 |
—
|
130 | 1.0% |
P
S
|
13,786 | $3,498,678 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.41% | 1.35% |
#20
Prev: #20
|
1.1 |
—
|
36 | 0.3% |
P
S
|
13,110 | $3,433,771 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.22% | 1.30% |
#21
Prev: #21
|
1.5 |
—
|
no change | no change |
P
S
|
10,346 | $2,967,854 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 1.05% | 1.04% |
#22
Prev: #22
|
0.9 |
—
|
-376 | -0.4% |
P
S
|
100,214 | $2,567,499 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SRE
SEMPRA
|
Utilities | 0.95% | — |
#23
Prev: #—
|
3.9 |
—
|
23,939 | — |
NEW
|
23,939 | $2,326,153 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GBIL
GOLDMAN SACHS E...
|
ETF | 0.83% | 0.80% |
#24
1
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
20,106 | $2,014,420 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.80% | 0.88% |
#25
1
Prev: #24
|
0.8 |
—
|
-11 | -0.2% |
P
S
|
4,482 | $1,957,693 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.73% | 0.74% |
#26
Prev: #26
|
2.3 |
—
|
554 | 6.9% |
P
S
|
8,546 | $1,779,875 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.64% | 0.89% |
#27
4
Prev: #23
|
1.3 |
—
|
no change | no change |
P
S
|
8,372 | $1,562,802 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DBEF
DBX ETF TR
|
ETF | 0.63% | 0.60% |
#28
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
31,158 | $1,539,205 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.63% | 0.67% |
#29
2
Prev: #27
|
0.8 |
—
|
-23 | -0.4% |
P
S
|
5,336 | $1,534,421 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.56% | 0.59% |
#30
1
Prev: #29
|
0.7 |
—
|
-360 | -2.0% |
P
S
|
17,994 | $1,377,248 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.52% | 0.56% |
#31
1
Prev: #30
|
0.7 |
—
|
-202 | -2.7% |
P
S
|
7,303 | $1,273,643 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
ESGU
ISHARES TR
|
ETF | 0.52% | 0.48% |
#32
1
Prev: #33
|
2.2 |
—
|
975 | 12.2% |
P
S
|
8,953 | $1,266,133 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.50% | 0.48% |
#33
2
Prev: #31
|
0.7 |
—
|
-477 | -1.9% |
P
S
|
25,011 | $1,208,543 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SUB
ISHARES TR
|
ETF | 0.47% | 0.47% |
#34
1
Prev: #35
|
0.7 |
—
|
-140 | -1.3% |
P
S
|
10,833 | $1,153,715 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWP
ISHARES TR
|
ETF | 0.46% | 0.48% |
#35
3
Prev: #32
|
0.7 |
—
|
80 | 0.9% |
P
S
|
8,767 | $1,123,206 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
EEM
ISHARES TR
|
ETF | 0.45% | 0.43% |
#36
Prev: #36
|
0.7 |
—
|
-386 | -2.0% |
P
S
|
19,379 | $1,100,554 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWM
ISHARES TR
|
ETF | 0.41% | 0.40% |
#37
Prev: #37
|
0.7 |
—
|
19 | 0.5% |
P
S
|
4,049 | $1,004,152 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
ESGD
ISHARES TR
|
ETF | 0.40% | 0.34% |
#38
4
Prev: #42
|
2.2 |
—
|
1,181 | 13.0% |
P
S
|
10,251 | $980,201 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 0.40% | 0.38% |
#39
Prev: #39
|
0.7 |
—
|
-24 | -0.1% |
P
S
|
16,376 | $969,806 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.37% | 0.47% |
#40
6
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
2,442 | $903,955 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.37% | 0.38% |
#41
3
Prev: #38
|
0.6 |
—
|
-1,095 | -5.4% |
P
S
|
19,263 | $903,627 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AGG
ISHARES TR
|
ETF | 0.36% | 0.30% |
#42
4
Prev: #46
|
2.1 |
—
|
1,382 | 18.4% |
P
S
|
8,889 | $882,411 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.36% | 0.38% |
#43
3
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
8,861 | $867,581 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.34% | 0.33% |
#44
1
Prev: #43
|
0.6 |
—
|
6 | 0.1% |
P
S
|
10,407 | $824,982 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
TBLL
INVESCO EXCH TR...
|
Unknown | 0.33% | 0.32% |
#45
1
Prev: #44
|
0.6 |
—
|
-76 | -1.0% |
P
S
|
7,580 | $800,069 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AOA
ISHARES TR
|
ETF | 0.30% | 0.28% |
#46
3
Prev: #49
|
2.1 |
—
|
596 | 7.7% |
P
S
|
8,313 | $735,618 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.29% | 0.25% |
#47
4
Prev: #51
|
1.1 |
—
|
no change | no change |
P
S
|
716 | $712,946 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.29% | 0.29% |
#48
1
Prev: #47
|
2.6 |
—
|
3,372 | 22.8% |
P
S
|
18,139 | $696,900 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.28% | 0.27% |
#49
1
Prev: #50
|
1.1 |
—
|
no change | no change |
P
S
|
2,224 | $672,205 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWF
ISHARES TR
|
ETF | 0.27% | 0.31% |
#50
5
Prev: #45
|
0.6 |
—
|
-60 | -3.7% |
P
S
|
1,570 | $669,448 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 |
Showing 1-50 of 80 holdings