Filed: 7/13/2026ACC: 0001844227-26-000003
📋 What this filing means
ORIN GREEN FINANCIAL, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $271.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$271.05M
Total AUM (reported)
2.78M
Total Shares
Allocation by class
CORE S&P500 ETF$40.31M14.9%
COM$30.11M11.1%
CORE S&P MCP ETF$26.45M9.8%
VAN FTSE DEV MKT$25.99M9.6%
CALIF MUN BD ETF$16.42M6.1%
ST STR PO EX ETF$9.92M3.7%
MSCI EAFE ETF$9.89M3.6%
Portfolio Concentration
Top 3$92.75M34.2%
4–10$77.46M28.6%
11–25$62.05M22.9%
Rest$38.79M14.3%
Top 3 weight
34.2%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 2.78M
Sole
Full voting authority
2.78M
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)
Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:
ISHARES TR
SOLEShares53.83K
TypeSH
Market value$40.31M
14.87%
Sole
53.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares343.07K
TypeSH
Market value$26.45M
9.76%
Sole
343.07K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares364.73K
TypeSH
Market value$25.99M
9.59%
Sole
364.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares284.86K
TypeSH
Market value$16.42M
6.06%
Sole
284.86K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares85.56K
TypeSH
Market value$15.81M
5.83%
Sole
85.56K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares196.82K
TypeSH
Market value$9.92M
3.66%
Sole
196.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.20K
TypeSH
Market value$9.89M
3.65%
Sole
95.20K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares26.88K
TypeSH
Market value$9.24M
3.41%
Sole
26.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares84.53K
TypeSH
Market value$9.10M
3.36%
Sole
84.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares47.75K
TypeSH
Market value$7.08M
2.61%
Sole
47.75K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares8.97K
TypeSH
Market value$6.70M
2.47%
Sole
8.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares60.57K
TypeSH
Market value$6.68M
2.47%
Sole
60.57K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares75.58K
TypeSH
Market value$6.09M
2.25%
Sole
75.58K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares116.45K
TypeSH
Market value$5.79M
2.14%
Sole
116.45K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares74.16K
TypeSH
Market value$4.43M
1.63%
Sole
74.16K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares11.66K
TypeSH
Market value$4.30M
1.59%
Sole
11.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.68K
TypeSH
Market value$3.96M
1.46%
Sole
13.68K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares130.63K
TypeSH
Market value$3.92M
1.45%
Sole
130.63K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.93K
TypeSH
Market value$3.92M
1.45%
Sole
12.93K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75.39K
TypeSH
Market value$3.81M
1.41%
Sole
75.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.37K
TypeSH
Market value$3.66M
1.35%
Sole
10.37K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares99.57K
TypeSH
Market value$2.54M
0.94%
Sole
99.57K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares25.98K
TypeSH
Market value$2.24M
0.83%
Sole
25.98K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares20.11K
TypeSH
Market value$2.01M
0.74%
Sole
20.11K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares8.39K
TypeSH
Market value$2.00M
0.74%
Sole
8.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 53.83K | SH | $40.31M 14.87% | 53.83K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 343.07K | SH | $26.45M 9.76% | 343.07K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 364.73K | SH | $25.99M 9.59% | 364.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 284.86K | SH | $16.42M 6.06% | 284.86K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 85.56K | SH | $15.81M 5.83% | 85.56K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 196.82K | SH | $9.92M 3.66% | 196.82K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 95.20K | SH | $9.89M 3.65% | 95.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 26.88K | SH | $9.24M 3.41% | 26.88K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 84.53K | SH | $9.10M 3.36% | 84.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 47.75K | SH | $7.08M 2.61% | 47.75K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.97K | SH | $6.70M 2.47% | 8.97K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 60.57K | SH | $6.68M 2.47% | 60.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 75.58K | SH | $6.09M 2.25% | 75.58K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST DOW GLOBA ETF | 116.45K | SH | $5.79M 2.14% | 116.45K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 74.16K | SH | $4.43M 1.63% | 74.16K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 11.66K | SH | $4.30M 1.59% | 11.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.68K | SH | $3.96M 1.46% | 13.68K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 130.63K | SH | $3.92M 1.45% | 130.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 12.93K | SH | $3.92M 1.45% | 12.93K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 75.39K | SH | $3.81M 1.41% | 75.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.37K | SH | $3.66M 1.35% | 10.37K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR AGGRE ETF | 99.57K | SH | $2.54M 0.94% | 99.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 25.98K | SH | $2.24M 0.83% | 25.98K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 20.11K | SH | $2.01M 0.74% | 20.11K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.39K | SH | $2.00M 0.74% | 8.39K | 0.00 | 0.00 |
Page 1 of 4