Orcam Financial Group Portfolio Holdings
Orcam Financial Group
- $106 Million
- Q1 2025
Orcam Financial Group has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Million distributed in 49 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 $36.9M, Vanguard Total World Stk Index with a value of $10.4M, Schwab Strategic Tr Us Broad M with a value of $7.02M, Vanguard Total Stock Market Et with a value of $6.56M, and Schwab Strategic Tr Intl Eqty with a value of $4.22M.
Examining the 13F form we can see an increase of $3.35M in the current position value, from $102M to 106M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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