Orcam Financial Group Portfolio Holdings

Orcam Financial Group

  • $123 Million
  • Q3 2025

Orcam Financial Group has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust Discipline Fd with a value of $40.7M, Vanguard Total World Stk Index with a value of $12.5M, Schwab Strategic Tr Us Broad M with a value of $8.39M, Vanguard Total Stock Market Et with a value of $8.33M, and Schwab Strategic Tr Intl Eqty with a value of $5.25M.

Examining the 13F form we can see an increase of $8.68M in the current position value, from $114M to 123M.

Orcam Financial Group is based out at Encinitas, CA

Below you can find more details about Orcam Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $123 Million
ETFs: $120 Million
Technology: $899,000
Energy: $502,000
Industrials: $450,000
Healthcare: $315,000
Consumer Cyclical: $289,000
Financial Services: $268,000
Consumer Defensive: $216,000
Other: $156,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.7 Million 33.14% of portfolio
1,693,972
Q3 2025 Added 1.82%
$0
$12.5 Million 10.23% of portfolio
91,074
Q3 2025 Reduced 0.03%
$0
$8.39 Million 6.84% of portfolio
326,371
Q3 2025 Reduced 0.16%
$0
$8.33 Million 6.79% of portfolio
25,390
Q3 2025 Added 3.3%
$0
$5.25 Million 4.27% of portfolio
225,313
Q3 2025 Reduced 0.79%
$0
$5.21 Million 4.25% of portfolio
70,989
Q3 2025 Added 6.92%
$0
$3.1 Million 2.53% of portfolio
51,703
Q3 2025 Reduced 5.16%
$0
$2.99 Million 2.44% of portfolio
100,966
Q3 2025 Added 0.15%
$0
$2.92 Million 2.38% of portfolio
87,638
Q3 2025 Added 2.1%
$0
$2.42 Million 1.97% of portfolio
40,348
Q3 2025 Added 0.06%
$0
$2.03 Million 1.65% of portfolio
24,121
Q3 2025 Added 2.37%
$0
$1.91 Million 1.56% of portfolio
76,669
Q3 2025 Added 0.43%
$0
$1.64 Million 1.34% of portfolio
2,461
Q2 2025 Added 0.04%
$0
$1.64 Million 1.34% of portfolio
30,336
Q3 2025 Added 3.63%
$0
$1.57 Million 1.28% of portfolio
8,435
Q3 2025 Added 7.77%
$0
$1.57 Million 1.28% of portfolio
2,559
Q3 2025 Added 0.16%
$0
$1.19 Million 0.97% of portfolio
50,651
Q3 2025 Added 0.36%
$0
$1.16 Million 0.94% of portfolio
20,359
Q3 2025 Added 0.51%
$0
$1.1 Million 0.9% of portfolio
18,705
Q3 2025 Reduced 2.85%
$0
$1.1 Million 0.89% of portfolio
41,720
Q3 2025 Added 0.01%
$0
$1.08 Million 0.88% of portfolio
21,173
Q3 2025 Added 0.07%
$0
$1.07 Million 0.87% of portfolio
33,698
Q3 2025 Reduced 0.82%
$0
$767,000 0.63% of portfolio
15,322
Q2 2025 Reduced 5.11%
$0
$774,000 0.63% of portfolio
28,355
Q3 2025 Reduced 0.34%
$0
$765,000 0.62% of portfolio
10,293
Q3 2025 Added 0.08%
$0
$729,000 0.59% of portfolio
9,132
Q3 2025 Reduced 1.16%
$0
$642,000 0.52% of portfolio
13,723
Q3 2025 Added 9.22%
$0
$609,000 0.5% of portfolio
3,214
Q3 2024 Reduced 49.8%
$0
$583,000 0.48% of portfolio
1,987
Q3 2025 Added 0.25%
$4.3T
$589,000 0.48% of portfolio
2,317
Q3 2025 Added 38.16%
$0
$560,000 0.46% of portfolio
934
Q3 2025 Added 8.73%
$0
$549,000 0.45% of portfolio
736
Q3 2025 Added 0.14%
$65.3B
$528,000 0.43% of portfolio
7,264
Q2 2024 Reduced 12.89%
$490B
$502,000 0.41% of portfolio
4,453
Q3 2025 New
$2.84B
$450,000 0.37% of portfolio
34,691
Q1 2022 New
$0
$384,000 0.31% of portfolio
575
Q4 2021 New
$0
$351,000 0.29% of portfolio
750
Q3 2025 New
$0
$333,000 0.27% of portfolio
1,740
Q3 2025 Added 0.17%
$522B
$315,000 0.26% of portfolio
1,700
Q3 2025 Added 25.93%
$3.78T
$310,000 0.25% of portfolio
600
Q3 2025 Added 39.53%
$2.39T
$289,000 0.24% of portfolio
1,320
Q3 2025 New
$0
$285,000 0.23% of portfolio
2,563
Q3 2025 Added 0.27%
$0
$283,000 0.23% of portfolio
10,140
Q1 2025 Added 17.23%
$72.3B
$268,000 0.22% of portfolio
2,400
Q1 2024 New
$0
$263,000 0.21% of portfolio
7,262
Q4 2023 New
$0
$260,000 0.21% of portfolio
22,000
Q2 2023 Reduced 0.45%
$0
$229,000 0.19% of portfolio
5,452
Q3 2025 Added 0.33%
$0
$227,000 0.19% of portfolio
3,961
Q2 2025 New
$279B
$216,000 0.18% of portfolio
2,100
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $123 Million
  • Prior Value $114 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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