Orin Green Financial, LLC Top Holdings and 13F Report (2026) About Orin Green Financial, LLCInvestment ActivityOrin Green Financial, LLC has $243.80 million in total holdings as of March 31, 2026.Orin Green Financial, LLC owns shares of 78 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.76% 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 77 new stocks and bought additional shares in 27 stocks.Orin Green Financial, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $34,764,439Vanguard FTSE Developed Markets ETF $23,657,616iShares Core S&P Mid-Cap ETF $22,762,772iShares California Muni Bond ETF $16,328,145Qualcomm $11,129,554 Largest New Holdings this Quarter 816851109 - Sempra Energy $2,326,153 Holding25434V880 - Dimensional World ex U.S. Core Equity 2 ETF $206,775 Holding464287564 - iShares Select U.S. REIT ETF $202,751 Holding Largest Purchases this Quarter Sempra Energy 23,939 shares (about $2.33M)Dimensional World ex U.S. Core Equity 2 ETF 6,087 shares (about $206.78K)iShares Select U.S. REIT ETF 3,276 shares (about $202.75K)iShares Core International Aggregate Bond ETF 3,426 shares (about $171.44K)iShares Core S&P Mid-Cap ETF 2,122 shares (about $143.30K) Largest Sales this Quarter iShares California Muni Bond ETF 19,863 shares (about $1.13M)Tesla 1,430 shares (about $531.60K)iShares National Muni Bond ETF 4,576 shares (about $485.74K)SPDR Portfolio Developed World ex-US ETF 5,295 shares (about $241.72K)Vanguard FTSE Developed Markets ETF 2,941 shares (about $188.46K) 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$34,764,439$35,273 ▼-0.1%53,22114.3%ETFVEAVanguard FTSE Developed Markets ETF$23,657,616$188,459 ▼-0.8%369,1899.7%ETFIJHiShares Core S&P Mid-Cap ETF$22,762,772$143,299 ▲0.6%337,0769.3%ETFCMFiShares California Muni Bond ETF$16,328,145$1,129,410 ▼-6.5%287,1646.7%ETFQCOMQualcomm$11,129,554$24,726 ▲0.2%86,4234.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$9,423,688$88,292 ▼-0.9%97,0213.9%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$9,061,471$241,717 ▼-2.6%198,4993.7%ETFMUBiShares National Muni Bond ETF$8,961,077$485,742 ▼-5.1%84,4193.7%ETFVVVanguard Large-Cap ETF$8,253,938$85,770 ▼-1.0%27,6193.4%ETFIWRiShares Russell Mid-Cap ETF$6,021,356$8,945 ▲0.1%61,9292.5%ETFIJRiShares Core S&P Small-Cap ETF$5,948,458$8,577 ▲0.1%47,8522.4%ETFSPYSPDR S&P 500 ETF Trust$5,889,974$1,951 ▼0.0%9,0572.4%FinanceVOVanguard Mid-Cap ETF$5,397,548$31,015 ▲0.6%18,7952.2%ETFRWOSPDR Dow Jones Global Real Estate ETF$5,392,270$21,878 ▼-0.4%117,8132.2%ETFGLDSPDR Gold Shares$5,003,412$3,012 ▲0.1%11,6282.1%FinanceVWOVanguard FTSE Emerging Markets ETF$4,167,023$151,502 ▼-3.5%77,0961.7%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,862,335$40,505 ▼-1.0%128,4441.6%ETFIAGGiShares Core International Aggregate Bond ETF$3,610,340$171,437 ▲5.0%72,1491.5%ETFAAPLApple$3,498,678$32,992 ▲1.0%13,7861.4%Computer and TechnologyVBVanguard Small-Cap ETF$3,433,771$9,429 ▲0.3%13,1101.4%ETFGOOGAlphabet$2,967,8540.0%10,3461.2%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$2,567,499$9,633 ▼-0.4%100,2141.1%ETFSRESempra Energy$2,326,153$2,326,153 ▲New Holding23,9391.0%UtilitiesGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,014,4200.0%20,1060.8%ETFVUGVanguard Growth ETF$1,957,693$4,805 ▼-0.2%4,4820.8%ETFAMZNAmazon.com$1,779,875$115,382 ▲6.9%8,5460.7%Retail/WholesaleCRMSalesforce$1,562,8020.0%8,3720.6%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,539,2050.0%31,1580.6%ETFGOOGLAlphabet$1,534,421$6,614 ▼-0.4%5,3360.6%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$1,377,248$27,554 ▼-2.0%17,9940.6%ETFNVDANVIDIA$1,273,643$35,229 ▼-2.7%7,3030.5%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$1,266,133$137,884 ▲12.2%8,9530.5%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,208,543$23,049 ▼-1.9%25,0110.5%ETFSUBiShares Short-Term National Muni Bond ETF$1,153,715$14,910 ▼-1.3%10,8330.5%ETFIWPiShares Russell Mid-Cap Growth ETF$1,123,206$10,249 ▲0.9%8,7670.5%ETFEEMiShares MSCI Emerging Markets ETF$1,100,554$21,921 ▼-2.0%19,3790.5%FinanceIWMiShares Russell 2000 ETF$1,004,152$4,712 ▲0.5%4,0490.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$980,201$112,927 ▲13.0%10,2510.4%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$969,806$1,421 ▼-0.1%16,3760.4%ETFMSFTMicrosoft$903,9550.0%2,4420.4%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$903,627$51,366 ▼-5.4%19,2630.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$882,411$137,191 ▲18.4%8,8890.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$867,5810.0%8,8610.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$824,982$476 ▲0.1%10,4070.3%ETFTBLLInvesco Short Term Treasury ETF$800,069$8,022 ▼-1.0%7,5800.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$735,618$52,740 ▲7.7%8,3130.3%ETFCOSTCostco Wholesale$712,9460.0%7160.3%Retail/WholesaleISHARES BITCOIN TRUST ETF$696,900$129,552 ▲22.8%18,1390.3%SHS BEN INTVBKVanguard Small-Cap Growth ETF$672,2050.0%2,2240.3%ETFIWFiShares Russell 1000 Growth ETF$669,448$25,584 ▼-3.7%1,5700.3%ETFBRK.BBerkshire Hathaway$633,023$70,922 ▲12.6%1,3210.3%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$605,977$140,272 ▲30.1%12,7440.2%ETFMETAMeta Platforms$603,5980.0%1,0550.2%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$521,198$7,401 ▲1.4%8,0990.2%ETFACWIiShares MSCI ACWI ETF$504,359$106,683 ▲26.8%3,6450.2%ManufacturingMDYVSPDR S&P 400 Mid Cap Value ETF$477,181$2,640 ▼-0.6%5,6040.2%ETFRMDResMed$447,164$3,143 ▲0.7%1,9920.2%MedicalVTIVanguard Total Stock Market ETF$417,695$72,824 ▲21.1%1,3020.2%ETFDXCMDexCom$410,7120.0%6,5400.2%MedicalCATCaterpillar$353,5220.0%4990.1%IndustrialsESMLiShares ESG Aware MSCI USA Small-Cap ETF$352,086$22,240 ▲6.7%7,4880.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$309,362$1,818 ▲0.6%3,9130.1%ETFAMDAdvanced Micro Devices$305,7550.0%1,5030.1%Computer and TechnologyVVisa$286,8260.0%9490.1%Business ServicesSLYGSPDR S&P 600 Small Cap Growth ETF$271,0190.0%2,8050.1%ETFIWLiShares Russell Top 200 ETF$268,641$12,196 ▼-4.3%1,6740.1%ETFEFGiShares MSCI EAFE Growth ETF$257,265$28,177 ▼-9.9%2,3100.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$235,4100.0%2,4890.1%ETFQQQInvesco QQQ$234,3350.0%4060.1%FinanceMGKVanguard Mega Cap Growth ETF$219,3620.0%5970.1%ETFVNQVanguard Real Estate ETF$218,1130.0%2,4590.1%ETFTSLATesla$213,013$531,603 ▼-71.4%5730.1%Auto/Tires/TrucksDFAXDimensional World ex U.S. Core Equity 2 ETF$206,775$206,775 ▲New Holding6,0870.1%ETFICFiShares Select U.S. REIT ETF$202,751$202,751 ▲New Holding3,2760.1%ETFPLXProtalix BioTherapeutics$139,820$6,510 ▲4.9%64,4330.1%MedicalNOKNokia$80,4640.0%10,0080.0%Computer and TechnologyEMPIRE ST RLTY OP L P$56,2500.0%10,7370.0%UNIT LTD PRT 60VEEA INC$20,8650.0%39,2050.0%COMADBEAdobe$0$217,344 ▼-100.0%00.0%Computer and TechnologyLEGACY ED INC$0$101,900 ▼-100.0%00.0%COMShowing largest 100 holdings. 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