Filed: 2/6/2026ACC: 0001844227-26-000001
📋 What this filing means
ORIN GREEN FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $250.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$250.00M
Total AUM (reported)
2.74M
Total Shares
Allocation by class
CORE S&P500 ETF$36.49M14.6%
COM$28.60M11.4%
VAN FTSE DEV MKT$23.25M9.3%
CORE S&P MCP ETF$22.11M8.8%
CALIF MUN BD ETF$17.64M7.1%
STATE STREET SPD$12.36M4.9%
NATIONAL MUN ETF$9.53M3.8%
Portfolio Concentration
Top 3$81.84M32.7%
4–10$75.34M30.1%
11–25$58.04M23.2%
Rest$34.77M13.9%
Top 3 weight
32.7%
Top 10 weight
62.9%
Voting Authority Distribution
Total shares with voting rights: 2.74M
Sole
Full voting authority
2.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
ISHARES TR
SOLEShares53.27K
TypeSH
Market value$36.49M
14.60%
Sole
53.27K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares372.13K
TypeSH
Market value$23.25M
9.30%
Sole
372.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares334.95K
TypeSH
Market value$22.11M
8.84%
Sole
334.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares307.03K
TypeSH
Market value$17.64M
7.06%
Sole
307.03K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares86.23K
TypeSH
Market value$14.75M
5.90%
Sole
86.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares89K
TypeSH
Market value$9.53M
3.81%
Sole
89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares97.93K
TypeSH
Market value$9.40M
3.76%
Sole
97.93K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares203.79K
TypeSH
Market value$9.05M
3.62%
Sole
203.79K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares27.91K
TypeSH
Market value$8.78M
3.51%
Sole
27.91K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares9.06K
TypeSH
Market value$6.18M
2.47%
Sole
9.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.84K
TypeSH
Market value$5.95M
2.38%
Sole
61.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares47.78K
TypeSH
Market value$5.74M
2.30%
Sole
47.78K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares18.69K
TypeSH
Market value$5.42M
2.17%
Sole
18.69K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares118.29K
TypeSH
Market value$5.33M
2.13%
Sole
118.29K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares11.62K
TypeSH
Market value$4.61M
1.84%
Sole
11.62K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares79.90K
TypeSH
Market value$4.30M
1.72%
Sole
79.90K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares129.79K
TypeSH
Market value$3.92M
1.57%
Sole
129.79K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.66K
TypeSH
Market value$3.71M
1.49%
Sole
13.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares68.72K
TypeSH
Market value$3.44M
1.37%
Sole
68.72K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.07K
TypeSH
Market value$3.37M
1.35%
Sole
13.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.35K
TypeSH
Market value$3.25M
1.30%
Sole
10.35K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares100.59K
TypeSH
Market value$2.59M
1.04%
Sole
100.59K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares8.37K
TypeSH
Market value$2.22M
0.89%
Sole
8.37K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.49K
TypeSH
Market value$2.19M
0.88%
Sole
4.49K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares20.11K
TypeSH
Market value$2.01M
0.80%
Sole
20.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 53.27K | SH | $36.49M 14.60% | 53.27K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 372.13K | SH | $23.25M 9.30% | 372.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 334.95K | SH | $22.11M 8.84% | 334.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 307.03K | SH | $17.64M 7.06% | 307.03K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 86.23K | SH | $14.75M 5.90% | 86.23K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 89K | SH | $9.53M 3.81% | 89K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 97.93K | SH | $9.40M 3.76% | 97.93K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 203.79K | SH | $9.05M 3.62% | 203.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 27.91K | SH | $8.78M 3.51% | 27.91K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.06K | SH | $6.18M 2.47% | 9.06K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 61.84K | SH | $5.95M 2.38% | 61.84K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 47.78K | SH | $5.74M 2.30% | 47.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 18.69K | SH | $5.42M 2.17% | 18.69K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | DJ GLB RL ES ETF | 118.29K | SH | $5.33M 2.13% | 118.29K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 11.62K | SH | $4.61M 1.84% | 11.62K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 79.90K | SH | $4.30M 1.72% | 79.90K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 129.79K | SH | $3.92M 1.57% | 129.79K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.66K | SH | $3.71M 1.49% | 13.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 68.72K | SH | $3.44M 1.37% | 68.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.07K | SH | $3.37M 1.35% | 13.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.35K | SH | $3.25M 1.30% | 10.35K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 100.59K | SH | $2.59M 1.04% | 100.59K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 8.37K | SH | $2.22M 0.89% | 8.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.49K | SH | $2.19M 0.88% | 4.49K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 20.11K | SH | $2.01M 0.80% | 20.11K | 0.00 | 0.00 |
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