Orin Green Financial, LLC Top Holdings and 13F Report (2026) About Orin Green Financial, LLCInvestment ActivityOrin Green Financial, LLC has $271.05 million in total holdings as of June 30, 2026.Orin Green Financial, LLC owns shares of 83 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.59% of the portfolio was purchased this quarter.About 1.47% of the portfolio was sold this quarter.This quarter, Orin Green Financial, LLC has purchased 78 new stocks and bought additional shares in 20 stocks.Orin Green Financial, LLC sold shares of 35 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $40,309,100iShares Core S&P Mid-Cap ETF $26,454,163Vanguard FTSE Developed Markets ETF $25,986,880iShares California Muni Bond ETF $16,419,331Qualcomm $15,810,448 Largest New Holdings this Quarter 11135F101 - Broadcom $221,739 HoldingN07059210 - ASML $220,828 HoldingG7997R103 - Seagate Technology $219,055 Holding46434G863 - iShares ESG Aware MSCI EM ETF $205,361 Holding52474R207 - LEGACY ED INC $154,997 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 56,787 shares (about $4.58M)Vanguard Growth ETF 21,493 shares (about $1.85M)iShares Russell 1000 Growth ETF 4,710 shares (about $584.84K)iShares Core S&P Mid-Cap ETF 5,994 shares (about $462.20K)iShares Core S&P 500 ETF 604 shares (about $452.33K) Largest Sales this Quarter Sempra Energy 12,048 shares (about $1.12M)Vanguard FTSE Developed Markets ETF 4,461 shares (about $317.85K)Invesco Short Term Treasury ETF 2,439 shares (about $257.49K)Vanguard Large-Cap ETF 743 shares (about $255.53K)iShares MSCI EAFE ETF 1,818 shares (about $188.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrin Green Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$40,309,100$452,331 â–²1.1%53,82514.9%ETFIJHiShares Core S&P Mid-Cap ETF$26,454,163$462,198 â–²1.8%343,0709.8%ETFVEAVanguard FTSE Developed Markets ETF$25,986,880$317,846 â–¼-1.2%364,7289.6%ETFCMFiShares California Muni Bond ETF$16,419,331$132,803 â–¼-0.8%284,8606.1%ETFQCOMQualcomm$15,810,448$159,659 â–¼-1.0%85,5595.8%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$9,917,931$84,454 â–¼-0.8%196,8233.7%ETFEFAiShares MSCI EAFE ETF$9,889,729$188,855 â–¼-1.9%95,2033.6%FinanceVVVanguard Large-Cap ETF$9,242,925$255,525 â–¼-2.7%26,8763.4%ETFMUBiShares National Muni Bond ETF$9,097,226$12,053 â–²0.1%84,5313.4%ETFIJRiShares Core S&P Small-Cap ETF$7,081,626$15,276 â–¼-0.2%47,7492.6%ETFSPYSPDR S&P 500 ETF Trust$6,696,855$66,461 â–¼-1.0%8,9682.5%FinanceIWRiShares Russell Mid-Cap ETF$6,682,193$149,815 â–¼-2.2%60,5712.5%ETFVOVanguard Mid-Cap ETF$6,089,642$4,575,329 â–²302.1%75,5822.2%ETFRWOSPDR Dow Jones Global Real Estate ETF$5,788,745$67,705 â–¼-1.2%116,4512.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,426,294$175,548 â–¼-3.8%74,1551.6%ETFGLDSPDR Gold Shares$4,296,784$13,262 â–²0.3%11,6641.6%FinanceAAPLApple$3,959,708$29,516 â–¼-0.7%13,6841.5%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$3,920,158$65,542 â–²1.7%130,6281.4%ETFVBVanguard Small-Cap ETF$3,918,735$55,168 â–¼-1.4%12,9281.4%ETFIAGGiShares Core International Aggregate Bond ETF$3,814,942$164,197 â–²4.5%75,3941.4%ETFGOOGAlphabet$3,664,032$8,480 â–²0.2%10,3701.4%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$2,540,947$16,511 â–¼-0.6%99,5670.9%ETFVUGVanguard Growth ETF$2,237,487$1,851,407 â–²479.5%25,9750.8%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,013,8170.0%20,1060.7%ETFAMZNAmazon.com$1,999,911$36,943 â–¼-1.8%8,3910.7%Retail/WholesaleGOOGLAlphabet$1,772,913$134,014 â–¼-7.0%4,9610.7%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,702,1620.0%31,1580.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,574,003$7,294 â–¼-0.5%17,9110.6%ETFESGUiShares ESG Aware MSCI USA ETF$1,515,584$50,247 â–²3.4%9,2600.6%ManufacturingNVDANVIDIA$1,435,246$26,012 â–¼-1.8%7,1730.5%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,355,387$87,026 â–¼-6.0%23,5020.5%ETFCRMSalesforce$1,311,244$313 â–¼0.0%8,3700.5%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,267,818$15,813 â–¼-1.2%8,6590.5%ETFIWMiShares Russell 2000 ETF$1,214,118$2,404 â–¼-0.2%4,0410.4%FinanceEEMiShares MSCI Emerging Markets ETF$1,198,969$126,765 â–¼-9.6%17,5260.4%FinanceSUBiShares Short-Term National Muni Bond ETF$1,153,3900.0%10,8330.4%ETFSRESempra Energy$1,102,395$1,116,950 â–¼-50.3%11,8910.4%UtilitiesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,087,351$18,984 â–¼-1.7%16,0950.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,065,009$11,103 â–²1.1%10,3590.4%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$1,054,3700.0%8,8610.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$957,774$39,663 â–¼-4.0%18,4970.4%ETFMSFTMicrosoft$910,9140.0%2,4420.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$892,107$12,274 â–²1.4%9,0130.3%FinanceAMDAdvanced Micro Devices$869,041$4,066 â–¼-0.5%1,4960.3%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$824,232$12,883 â–²1.6%8,4450.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$814,849$7,587 â–¼-0.9%10,3110.3%ETFVBKVanguard Small-Cap Growth ETF$806,369$6,948 â–¼-0.9%2,2050.3%ETFIWFiShares Russell 1000 Growth ETF$779,788$584,841 â–²300.0%6,2800.3%ETFCOSTCostco Wholesale$669,3290.0%7160.2%Retail/WholesaleBRK.BBerkshire Hathaway$661,0150.0%1,3210.2%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$639,798$35,605 â–²5.9%13,4950.2%ETFACWIiShares MSCI ACWI ETF$638,711$66,555 â–²11.6%4,0690.2%ManufacturingISHARES BITCOIN TRUST ETF$603,8470.0%18,1390.2%SHS BEN INTMETAMeta Platforms$594,2700.0%1,0550.2%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$563,485$556 â–²0.1%8,1070.2%ETFTBLLInvesco Short Term Treasury ETF$542,736$257,486 â–¼-32.2%5,1410.2%ETFCATCaterpillar$531,3850.0%4990.2%IndustrialsMDYVSPDR S&P 400 Mid Cap Value ETF$494,453$37,086 â–¼-7.0%5,2130.2%ETFDXCMDexCom$474,009$33,540 â–²7.6%7,0380.2%MedicalESMLiShares ESG Aware MSCI USA Small-Cap ETF$432,954$14,150 â–²3.4%7,7410.2%ETFVTIVanguard Total Stock Market ETF$402,604$79,189 â–¼-16.4%1,0880.1%ETFRMDResMed$388,2010.0%1,9920.1%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$355,2610.0%3,9130.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$334,1600.0%2,8050.1%ETFVVisa$325,5920.0%9490.1%Business ServicesQQQInvesco QQQ$298,9790.0%4060.1%FinanceEFGiShares MSCI EAFE Growth ETF$287,4100.0%2,3100.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$271,5750.0%2,4890.1%ETFIWLiShares Russell Top 200 ETF$262,999$46,607 â–¼-15.1%1,4220.1%ETFMGKVanguard Mega Cap Growth ETF$262,411$209,929 â–²400.0%2,9850.1%ETFTSLATesla$240,163$841 â–¼-0.3%5710.1%Auto/Tires/TrucksVNQVanguard Real Estate ETF$237,1210.0%2,4590.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$224,2450.0%6,0870.1%ETFAVGOBroadcom$221,739$221,739 â–²New Holding5870.1%Computer and TechnologyICFiShares Select U.S. REIT ETF$221,5560.0%3,2760.1%ETFASMLASML$220,828$220,828 â–²New Holding1110.1%Computer and TechnologySTXSeagate Technology$219,055$219,055 â–²New Holding2270.1%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$205,361$205,361 â–²New Holding3,7550.1%ManufacturingLEGACY ED INC$154,997$154,997 â–²New Holding13,1800.1%COMDIREXION SHARES ETF TRUST$62,370$62,370 â–²New Holding19,2500.0%DAI SEM 3X ETFEMPIRE ST RLTY OP L P$51,0010.0%10,7370.0%UNIT LTD PRT 60PLXProtalix BioTherapeutics$23,300$126,829 â–¼-84.5%10,0000.0%MedicalVEEA INC$9,2520.0%39,2050.0%COMNOKNokia$0$80,464 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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