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
$36.1B
$541,000 0.22% of portfolio
1,978
Q4 2024 Reduced 1.59%
$0
$513,000 0.21% of portfolio
7,971
Q3 2025 Reduced 1.37%
$0
$470,000 0.19% of portfolio
9,794
Q2 2024 Reduced 1.1%
$0
$470,000 0.19% of portfolio
5,635
Q3 2025 Reduced 3.53%
$22.4B
$440,000 0.18% of portfolio
6,540
Q3 2024 Added 36.79%
$0
$402,000 0.16% of portfolio
1,225
Q3 2025 Added 13.95%
$0
$341,000 0.14% of portfolio
11,596
Q3 2025 New
$0
$352,000 0.14% of portfolio
2,550
Q1 2025 Reduced 7.58%
$0
$313,000 0.13% of portfolio
3,890
Q3 2025 Reduced 6.24%
$551B
$326,000 0.13% of portfolio
955
Q3 2025 Added 0.63%
$0
$316,000 0.13% of portfolio
7,015
Q3 2025 Added 13.7%
$0
$290,000 0.12% of portfolio
1,750
Q3 2025 Reduced 61.96%
$0
$309,000 0.12% of portfolio
11,331
Q3 2025 New
$0
$291,000 0.12% of portfolio
2,563
Q3 2025 Added 0.12%
$0
$275,000 0.11% of portfolio
8,786
Q3 2024 New
$0
$283,000 0.11% of portfolio
12,299
Q3 2025 New
$384B
$243,000 0.1% of portfolio
1,503
Q3 2025 Added 0.47%
$0
$240,000 0.1% of portfolio
597
Q3 2025 Added 0.34%
$0
$238,000 0.1% of portfolio
1,307
Q3 2025 New
$301B
$238,000 0.1% of portfolio
499
Q3 2025 New
$378B
$228,000 0.09% of portfolio
563
Q3 2025 Added 1.08%
$0
$233,000 0.09% of portfolio
389
Q2 2025 New
$0
$224,000 0.09% of portfolio
2,459
Q3 2024 Reduced 2.84%
$152B
$220,000 0.09% of portfolio
624
Q3 2025 Added 0.48%
$0
$213,000 0.09% of portfolio
1,522
Q2 2025 New
$0
$220,000 0.09% of portfolio
2,489
Q3 2025 New
$0
$201,000 0.08% of portfolio
3,276
Q2 2025 Reduced 10.07%
$0
$203,000 0.08% of portfolio
2,425
Q3 2025 New
$109M
$136,000 0.05% of portfolio
61,200
Q2 2025 Added 22.4%
$38.7B
$48,000 0.02% of portfolio
10,008
Q4 2020 New
Veea Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Empire St Rlty Op L P
-
$0 0.0% of portfolio
-
Q1 2022 New
ETF Opportunities Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$0 0.0% of portfolio
10,058
Q3 2025 Added 92.5%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 14.1%
Schwab Strategic Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
Legacy Ed Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 10.31%

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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