Orcam Financial Group Portfolio Holdings

Orcam Financial Group

  • $114 Million
  • Q2 2025

Orcam Financial Group has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Million distributed in 51 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 $39.1M, Vanguard Total World Stk Index with a value of $11.7M, Schwab Strategic Tr Us Broad M with a value of $7.79M, Vanguard Total Stock Market Et with a value of $7.47M, and Schwab Strategic Tr Intl Eqty with a value of $5.02M.

Examining the 13F form we can see an increase of $8.27M in the current position value, from $106M to 114M.

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 $114 Million
ETFs: $113 Million
Technology: $557,000
Financial Services: $253,000
Industrials: $211,000
Healthcare: $206,000
Consumer Defensive: $205,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $114 Million
  • Prior Value $106 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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