Orin Green Financial, LLC Portfolio Holdings

Orin Green Financial, LLC

  • $235 Million
  • Q2 2025

Orin Green Financial, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 78 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 $31.8M, Vanguard Ftse Developed Market with a value of $21.6M, Ishares Core S&P Mid Cap ETF with a value of $20.1M, Ishares California Muni Bond E with a value of $19.1M, and Qualcomm Inc with a value of $13.8M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $223M to 235M.

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

Portfolio value $235 Million
ETFs: $204 Million
Technology: $21.6 Million
Communication Services: $3.21 Million
Consumer Cyclical: $3.11 Million
Healthcare: $1.17 Million
Financial Services: $905,000
Consumer Defensive: $708,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$2.71 Million 1.15% of portfolio
13,214
Q2 2025 Added 1.9%
$232B
$2.31 Million 0.98% of portfolio
8,461
Q2 2025 Added 1.94%
$1.24T
$1.74 Million 0.74% of portfolio
9,794
Q1 2024 Reduced 8.6%
$2.26T
$1.71 Million 0.73% of portfolio
7,816
Q2 2025 Added 6.44%
$1.08T
$1.2 Million 0.51% of portfolio
3,763
Q1 2025 Added 0.7%
$3.95T
$1.19 Million 0.51% of portfolio
2,401
Q2 2025 Added 12.41%
$456B
$1.14 Million 0.49% of portfolio
7,244
Q2 2025 Added 24.64%
$1.21T
$888,000 0.38% of portfolio
5,041
Q4 2024 Added 1.41%
$439B
$708,000 0.3% of portfolio
716
Q2 2025 Added 5.45%
$1.78T
$585,000 0.25% of portfolio
793
Q2 2025 Added 6.59%
$621B
$569,000 0.24% of portfolio
1,173
Q1 2025 Reduced 4.32%
$551B
$336,000 0.14% of portfolio
949
Q1 2023 New
$282B
$212,000 0.09% of portfolio
1,496
Q2 2025 New
$405B
$204,000 0.09% of portfolio
557
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $235 Million
  • Prior Value $223 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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