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.

Portfolio value $106 Million
ETFs: $104 Million
Technology: $372,000
Industrials: $324,000
Financial Services: $266,000
Energy: $232,000
Healthcare: $223,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $106 Million
  • Prior Value $102 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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