Orin Green Financial, LLC Portfolio Holdings

Orin Green Financial, LLC

  • $248 Million
  • Q3 2025

Orin Green Financial, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $248 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.7M, Vanguard Ftse Developed Market with a value of $22.4M, Ishares Core S&P Mid Cap ETF with a value of $21.4M, Ishares California Muni Bond E with a value of $18.5M, and Qualcomm Inc with a value of $14.4M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $235M to 248M.

Below you can find more details about Orin Green Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $248 Million
ETFs: $214 Million
Technology: $23 Million
Communication Services: $4.22 Million
Consumer Cyclical: $3.53 Million
Healthcare: $1.12 Million
Financial Services: $921,000
Consumer Defensive: $664,000
Industrials: $238,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.7 Million 14.03% of portfolio
51,912
Q3 2025 Added 1.4%
$0
$22.4 Million 9.04% of portfolio
373,723
Q3 2025 Reduced 1.33%
$0
$21.4 Million 8.65% of portfolio
328,372
Q3 2025 Added 1.45%
$0
$18.5 Million 7.48% of portfolio
324,921
Q3 2025 Reduced 5.03%
$203B
$14.4 Million 5.8% of portfolio
86,326
Q3 2025 Reduced 0.25%
$0
$9.89 Million 3.99% of portfolio
92,887
Q3 2025 Reduced 4.6%
$0
$9.63 Million 3.89% of portfolio
103,105
Q3 2025 Added 1.09%
$0
$9.04 Million 3.65% of portfolio
29,354
Q3 2025 Reduced 5.51%
$0
$8.7 Million 3.51% of portfolio
203,396
Q3 2025 Added 1.22%
$0
$6.35 Million 2.56% of portfolio
65,761
Q3 2025 Reduced 3.02%
$0
$6.12 Million 2.47% of portfolio
9,190
Q3 2025 Added 2.81%
$0
$5.57 Million 2.25% of portfolio
46,856
Q3 2025 Added 2.04%
$0
$5.41 Million 2.18% of portfolio
18,414
Q3 2025 Added 1.01%
$0
$5.36 Million 2.16% of portfolio
117,000
Q3 2025 Added 1.53%
$0
$5.06 Million 2.04% of portfolio
93,356
Q3 2025 Reduced 10.84%
$127B
$4.11 Million 1.66% of portfolio
11,573
Q2 2025 Added 0.18%
$0
$3.49 Million 1.41% of portfolio
13,711
Q3 2025 Added 3.85%
$4.35T
$3.45 Million 1.39% of portfolio
13,536
Q3 2025 Added 2.44%
$0
$3.28 Million 1.32% of portfolio
63,956
Q3 2025 Added 10.74%
$0
$2.5 Million 1.01% of portfolio
96,606
Q3 2025 Reduced 9.58%
$1.72T
$2.4 Million 0.97% of portfolio
9,836
Q3 2025 Added 0.43%
$0
$2.21 Million 0.89% of portfolio
4,617
Q2 2025 Reduced 0.41%
$0
$2.02 Million 0.81% of portfolio
20,106
Q1 2025 Reduced 9.27%
$260B
$2.01 Million 0.81% of portfolio
8,461
Q2 2025 Added 1.94%
$2.49T
$1.72 Million 0.69% of portfolio
7,814
Q3 2025 Reduced 0.03%
$1.44T
$1.58 Million 0.64% of portfolio
3,563
Q3 2025 Reduced 5.31%
$0
$1.48 Million 0.6% of portfolio
18,842
Q3 2025 Reduced 0.64%
$0
$1.45 Million 0.58% of portfolio
31,158
Q1 2025 Reduced 4.46%
$505B
$1.39 Million 0.56% of portfolio
7,463
Q3 2025 Added 3.02%
$0
$1.38 Million 0.56% of portfolio
12,910
Q3 2025 Reduced 19.81%
$0
$1.3 Million 0.52% of portfolio
9,104
Q2 2025 Reduced 0.81%
$3.86T
$1.26 Million 0.51% of portfolio
2,442
Q3 2025 Added 1.71%
$1.68T
$1.23 Million 0.5% of portfolio
5,064
Q3 2025 Added 0.46%
$0
$1.2 Million 0.49% of portfolio
25,967
Q3 2025 Reduced 3.49%
$0
$1.16 Million 0.47% of portfolio
7,978
Q1 2024 Reduced 1.12%
$0
$1.08 Million 0.43% of portfolio
20,154
Q3 2025 Reduced 25.14%
$0
$1.06 Million 0.43% of portfolio
22,587
Q3 2025 Reduced 7.61%
$0
$956,000 0.39% of portfolio
3,955
Q3 2025 Added 2.04%
$0
$936,000 0.38% of portfolio
16,367
Q3 2025 Added 1.56%
$0
$906,000 0.37% of portfolio
11,336
Q3 2025 Reduced 6.22%
$0
$926,000 0.37% of portfolio
8,861
Q3 2025 Reduced 19.16%
$0
$858,000 0.35% of portfolio
8,564
Q3 2025 Reduced 1.28%
$0
$843,000 0.34% of portfolio
9,070
Q1 2025 Added 3.15%
$0
$763,000 0.31% of portfolio
1,630
Q2 2024 Reduced 2.28%
$0
$675,000 0.27% of portfolio
7,664
Q2 2025 Reduced 1.25%
$403B
$664,000 0.27% of portfolio
718
Q3 2025 Added 0.28%
$0
$661,000 0.27% of portfolio
2,224
Q1 2025 Reduced 2.03%
$1.46T
$591,000 0.24% of portfolio
805
Q3 2025 Added 1.51%
$621B
$595,000 0.24% of portfolio
1,184
Q3 2025 Added 0.94%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $248 Million
  • Prior Value $235 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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