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Latest Orin Green Financial, LLC Stock Portfolio

Orin Green Financial, LLC Performance:
2025 Q4: 2.15%YTD: 12.97%2024: -8.74%
Performance for 2025 Q4 is 2.15%, and YTD is 12.97%, and 2024 is -8.74%.

About Orin Green Financial, LLC and 13F Hedge Fund Stock Holdings

Orin Green Financial, LLC is a hedge fund based in San Diego, CA. On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orin Green Financial, LLC reported an equity portfolio of $250 Millions as of 31 Dec, 2025.

The top stock holdings of Orin Green Financial, LLC are IJR, VEA, IJR. The fund has invested 14.6% of it's portfolio in ISHARES TR and 9.3% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off DBX ETF TR (ACSG), SCHWAB STRATEGIC TR (FNDA) and VANGUARD SPECIALIZED FUNDS (VIG) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), INVESCO EXCH TRADED FD TR II (BAB) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), ISHARES TR (AAXJ) and ISHARES BITCOIN TRUST ETF.

Orin Green Financial, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Orin Green Financial, LLC made a return of 2.15% in the last quarter. In trailing 12 months, it's portfolio return was 12.97%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Orin Green Financial, LLC

Additions

Ticker% Inc.
meta platforms inc31.06
ishares tr12.71
ishares bitcoin trust etf7.87
ishares tr7.45
alphabet inc5.83
alphabet inc5.19
invesco qqq tr4.37
spdr series trust4.12
Additions to existing portfolio by Orin Green Financial, LLC

Reductions

Ticker% Reduced
tesla inc-43.78
invesco exch traded fd tr ii-23.88
ishares tr-15.00
vanguard intl equity index f-14.41
ishares tr-12.34
vanguard index fds-12.24
spdr index shs fds-9.87
vanguard scottsdale fds-8.25
Orin Green Financial, LLC reduced stake in above stock

Sold off

Ticker$ Sold
etf opportunities trust-14,744
schwab strategic tr-283,861
dbx etf tr-341,154
schwab strategic tr-291,860
schwab strategic tr-309,336
dimensional etf trust-275,705
ishares tr-201,868
vanguard scottsdale fds-203,967
Orin Green Financial, LLC got rid off the above stocks

Sector Distribution

Orin Green Financial, LLC has about 86.2% of it's holdings in Others sector.

Sector%
Others86.2
Technology9.5
Communication Services2.2
Consumer Cyclical1.1

Market Cap. Distribution

Orin Green Financial, LLC has about 13.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED86.2
MEGA-CAP7.3
LARGE-CAP6.4

Stocks belong to which Index?

About 13.7% of the stocks held by Orin Green Financial, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others86.2
S&P 50013.7
Top 5 Winners (%)%
nokia corp
34.5 %
AMD
advanced micro devices inc
32.4 %
GOOG
alphabet inc
27.9 %
GOOG
alphabet inc
27.7 %
CAT
caterpillar inc
20.1 %
Top 5 Winners ($)$
VEA
vanguard tax-managed fds
1.0 M
IJR
ishares tr
0.8 M
GOOG
alphabet inc
0.7 M
GLD
spdr gold tr
0.5 M
QCOM
qualcomm inc
0.4 M
Top 5 Losers (%)%
ishares bitcoin trust etf
-22.9 %
PLX
protalix biotherapeutics inc
-18.9 %
ESBA
empire st rlty op l p
-15.6 %
RMD
resmed inc
-12.0 %
META
meta platforms inc
-9.0 %
Top 5 Losers ($)$
ishares bitcoin trust etf
-0.2 M
CWI
spdr index shs fds
-0.1 M
MSFT
microsoft corp
-0.1 M
AGT
ishares tr
-0.1 M
META
meta platforms inc
-0.1 M

Orin Green Financial, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Orin Green Financial, LLC

Orin Green Financial, LLC has 77 stocks in it's portfolio. About 62.9% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Orin Green Financial, LLC last quarter.

Last Reported on: 06 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions