Filed: 4/29/2026ACC: 0001844227-26-000002
📋 What this filing means
ORIN GREEN FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $243.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$243.80M
Total AUM (reported)
2.75M
Total Shares
Allocation by class
CORE S&P500 ETF$34.76M14.3%
STATE STREET SPD$27.50M11.3%
COM$25.08M10.3%
VAN FTSE DEV MKT$23.66M9.7%
CORE S&P MCP ETF$22.76M9.3%
CALIF MUN BD ETF$16.33M6.7%
MSCI EAFE ETF$9.42M3.9%
Portfolio Concentration
Top 3$81.18M33.3%
4–10$69.18M28.4%
11–25$58.04M23.8%
Rest$35.40M14.5%
Top 3 weight
33.3%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 2.75M
Sole
Full voting authority
2.75M
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)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
ISHARES TR
SOLEShares53.22K
TypeSH
Market value$34.76M
14.26%
Sole
53.22K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares369.19K
TypeSH
Market value$23.66M
9.70%
Sole
369.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares337.08K
TypeSH
Market value$22.76M
9.34%
Sole
337.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares287.16K
TypeSH
Market value$16.33M
6.70%
Sole
287.16K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares86.42K
TypeSH
Market value$11.13M
4.57%
Sole
86.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares97.02K
TypeSH
Market value$9.42M
3.87%
Sole
97.02K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares198.50K
TypeSH
Market value$9.06M
3.72%
Sole
198.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares84.42K
TypeSH
Market value$8.96M
3.68%
Sole
84.42K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares27.62K
TypeSH
Market value$8.25M
3.39%
Sole
27.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.93K
TypeSH
Market value$6.02M
2.47%
Sole
61.93K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares47.85K
TypeSH
Market value$5.95M
2.44%
Sole
47.85K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares9.06K
TypeSH
Market value$5.89M
2.42%
Sole
9.06K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares18.80K
TypeSH
Market value$5.40M
2.21%
Sole
18.80K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares117.81K
TypeSH
Market value$5.39M
2.21%
Sole
117.81K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares11.63K
TypeSH
Market value$5.00M
2.05%
Sole
11.63K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares77.10K
TypeSH
Market value$4.17M
1.71%
Sole
77.10K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares128.44K
TypeSH
Market value$3.86M
1.58%
Sole
128.44K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.15K
TypeSH
Market value$3.61M
1.48%
Sole
72.15K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.79K
TypeSH
Market value$3.50M
1.44%
Sole
13.79K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.11K
TypeSH
Market value$3.43M
1.41%
Sole
13.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.35K
TypeSH
Market value$2.97M
1.22%
Sole
10.35K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares100.21K
TypeSH
Market value$2.57M
1.05%
Sole
100.21K
Shared
0.00
None
0.00
SEMPRA
SOLEShares23.94K
TypeSH
Market value$2.33M
0.95%
Sole
23.94K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares20.11K
TypeSH
Market value$2.01M
0.83%
Sole
20.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.48K
TypeSH
Market value$1.96M
0.80%
Sole
4.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 53.22K | SH | $34.76M 14.26% | 53.22K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 369.19K | SH | $23.66M 9.70% | 369.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 337.08K | SH | $22.76M 9.34% | 337.08K | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 287.16K | SH | $16.33M 6.70% | 287.16K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 86.42K | SH | $11.13M 4.57% | 86.42K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 97.02K | SH | $9.42M 3.87% | 97.02K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 198.50K | SH | $9.06M 3.72% | 198.50K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 84.42K | SH | $8.96M 3.68% | 84.42K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 27.62K | SH | $8.25M 3.39% | 27.62K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 61.93K | SH | $6.02M 2.47% | 61.93K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 47.85K | SH | $5.95M 2.44% | 47.85K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.06K | SH | $5.89M 2.42% | 9.06K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 18.80K | SH | $5.40M 2.21% | 18.80K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 117.81K | SH | $5.39M 2.21% | 117.81K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 11.63K | SH | $5.00M 2.05% | 11.63K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 77.10K | SH | $4.17M 1.71% | 77.10K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 128.44K | SH | $3.86M 1.58% | 128.44K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 72.15K | SH | $3.61M 1.48% | 72.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.79K | SH | $3.50M 1.44% | 13.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.11K | SH | $3.43M 1.41% | 13.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.35K | SH | $2.97M 1.22% | 10.35K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 100.21K | SH | $2.57M 1.05% | 100.21K | 0.00 | 0.00 |
SEMPRASOLE | COM | 23.94K | SH | $2.33M 0.95% | 23.94K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 20.11K | SH | $2.01M 0.83% | 20.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.48K | SH | $1.96M 0.80% | 4.48K | 0.00 | 0.00 |
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