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Latest Orcam Financial Group Stock Portfolio

$204Million | No. of Holdings #103

Orcam Financial Group Performance

2026 Q2+2.84%
YTD+2.80%
2025+13.30%

About Orcam Financial Group and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orcam Financial Group reported an equity portfolio of $204.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Orcam Financial Group are BOB, VEU, . The fund has invested 23.3% of it's portfolio in ALPHA ARCHITECT ETF TR and 7.3% of portfolio in VANGUARD INTL EQUITY INDEX F. <br><br> The fund managers got completely rid off UNITED STS BRENT OIL FD LP (BNO) stocks. They significantly reduced their stock positions in VANGUARD MUN BD FDS (VTEB), VANGUARD BD INDEX FDS (BIV) and SPDR SER TR (BIL). Orcam Financial Group opened new stock positions in ISHARES TR (IBCE), ISHARES TR (IJR) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FDS (VAW) and MICROSOFT CORP (MSFT).
Orcam Financial Group Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$204Million
  as of Aug 14, 2026

Orcam Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Orcam Financial Group made a return of 2.84% in the last quarter. In trailing 12 months, it's portfolio return was 9.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr2,618,090
ishares tr2,095,800
ishares tr1,761,730
ishares inc1,732,350
nvidia corporation1,317,990
vanguard index fds1,234,710
alphabet inc1,195,140
spdr s&p midcap 400 etf tr1,069,780
New stocks bought by Orcam Financial Group

Additions

Ticker% Inc.
vanguard index fds1,316
vanguard world fds798
microsoft corp336
ishares tr300
amazon com inc265
apple inc249
ishares tr204
ishares tr188
Additions to existing portfolio by Orcam Financial Group

Reductions

Ticker% Reduced
vanguard mun bd fds-71.82
vanguard bd index fds-32.14
ishares tr-22.82
spdr ser tr-4.51
vanguard scottsdale fds-1.39
schwab strategic tr-1.39
vanguard scottsdale fds-1.22
schwab strategic tr-0.64
Orcam Financial Group reduced stake in above stock

Sold off

Ticker$ Sold
united sts brent oil fd lp-392,415
Orcam Financial Group got rid off the above stocks

Sector Distribution

Orcam Financial Group has about 91.9% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others91.9
Technology3.2

Market Cap. Distribution

Orcam Financial Group has about 6.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED91.9
MEGA-CAP6.9

Stocks belong to which Index?

About 7.7% of the stocks held by Orcam Financial Group either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others91.9
S&P 5007.7
Top 5 Winners (%)%
QQQ
invesco qqq tr
27.6 %
VFLQ
vanguard wellington fd
26.6 %
FNDA
schwab strategic tr
18.8 %
PL
planet labs pbc
18.5 %
CGDV
capital group dividend value
15.8 %
Top 5 Winners ($)$
VEU
vanguard intl equity index f
1.8 M
BOB
alpha architect etf tr
1.6 M
VB
vanguard index fds
1.4 M
FNDA
schwab strategic tr
1.2 M
FNDA
schwab strategic tr
0.8 M
Top 5 Losers (%)%
VAW
vanguard world fds
-72.9 %
IJR
ishares tr
-60.3 %
VB
vanguard index fds
-57.9 %
XOM
exxon mobil corp
-17.1 %
IAU
ishares gold tr
-14.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.0 M
VAW
vanguard world fds
-2.6 M
IJR
ishares tr
-0.5 M
XOM
exxon mobil corp
-0.2 M
IAU
ishares gold tr
-0.1 M

Orcam Financial Group Holdings Map

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

Current Stock Holdings of Orcam Financial Group

Orcam Financial Group has 103 stocks in it's portfolio. About 62.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEU was the most profitable stock for Orcam Financial Group last quarter.

$204.68MTotal Value
106Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Orcam Financial Group, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Orcam Financial Group's holding in Ishares Tr over time
0.38%25,264
$770.3K
0.38%
decreased 22.82 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Orcam Financial Group's holding in Ishares Tr over time
0.38%15,701
$778.0K
0.38%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Orcam Financial Group's holding in Ishares Tr over time
0.16%6,943
$320.4K
0.16%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Orcam Financial Group's holding in American Centy Etf Tr over time
0.36%9,010
$742.3K
0.36%
increased 1 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Orcam Financial Group's holding in American Centy Etf Tr over time
0.13%4,070
$267.0K
0.13%
increased 0.69 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Orcam Financial Group's holding in Simplify Exchange Traded Fun over time
0.17%13,440
$348.6K
0.17%
increased 32.54 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Orcam Financial Group's holding in Ishares Tr over time
0.2%9,843
$411.7K
0.2%
new position
AOA
Ishares Tr

Ishares Tr

AOA
Orcam Financial Group's holding in Ishares Tr over time
0.73%21,478
$1.49M
0.73%
increased 188.37 percentadded
BBAX
J P Morgan Exchange-Traded F

J P Morgan Exchange-Traded F

BBAX
Orcam Financial Group's holding in J P Morgan Exchange-Traded F over time
0.22%9,113
$460.9K
0.22%
new position
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Orcam Financial Group's holding in Spdr Ser Tr over time
0.73%58,684
$1.49M
0.73%
decreased 4.51 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Orcam Financial Group's holding in Vanguard Bd Index Fds over time
0.21%5,968
$438.1K
0.21%
decreased 32.14 percentreduced
BLDG
Cambria Etf Tr

Cambria Etf Tr

BLDG
Orcam Financial Group's holding in Cambria Etf Tr over time
0.1%18,500
$196.7K
0.1%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Orcam Financial Group's holding in Vanguard Scottsdale Fds over time
1.41%49,065
$2.89M
1.41%
increased 16.19 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Orcam Financial Group's holding in Vanguard Scottsdale Fds over time
0.5%12,426
$1.03M
0.5%
decreased 1.39 percentreduced