Grufity logo
Grufity logo

Latest Orcam Financial Group Stock Portfolio

$140Million | No. of Holdings #61

Orcam Financial Group Performance

2026 Q1-0.04%
YTD-0.04%
2025+13.30%

About Orcam Financial Group and 13F Hedge Fund Stock Holdings

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orcam Financial Group reported an equity portfolio of $140.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Orcam Financial Group are BOB, VEU, VB. The fund has invested 30.9% of it's portfolio in ALPHA ARCHITECT ETF TR and 9.1% of portfolio in VANGUARD INTL EQUITY INDEX F. <br><br> The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), PLANET LABS PBC (PL) and SCHWAB STRATEGIC TR (FNDA). Orcam Financial Group opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), UNITED STS BRENT OIL FD LP (BNO) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to EA SERIES TRUST, EA SERIES TRUST (BOB) and ISHARES TR (AOA).
Orcam Financial Group Equity Portfolio Value
Last Reported on: 12 May, 2026
$140Million
  as of May 12, 2026

Orcam Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Orcam Financial Group made a return of -0.04% in the last quarter. In trailing 12 months, it's portfolio return was 12.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust408,729
united sts brent oil fd lp392,415
ishares tr320,697
dimensional etf trust216,342
deere & co212,927
New stocks bought by Orcam Financial Group

Additions

Ticker% Inc.
ea series trust188
ea series trust89.62
gmo etf trust45.67
ea series trust29.76
ishares tr25.39
vanguard world fds21.06
vanguard index fds14.6
vanguard mun bd fds10.06
Additions to existing portfolio by Orcam Financial Group

Reductions

Ticker% Reduced
vanguard scottsdale fds-30.41
planet labs pbc-28.6
schwab strategic tr-27.69
vanguard scottsdale fds-25.51
vanguard scottsdale fds-23.86
apple inc-12.61
vanguard scottsdale fds-12.45
vanguard scottsdale fds-10.89
Orcam Financial Group reduced stake in above stock

Sold off

Ticker$ Sold
vanguard scottsdale fds-205,946
Orcam Financial Group got rid off the above stocks

Sector Distribution

Orcam Financial Group has about 97.3% of it's holdings in Others sector.

  • Others
Sector%
Others97.3

Market Cap. Distribution

Orcam Financial Group has about 1.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97.3
MEGA-CAP1.7

Stocks belong to which Index?

About 2.1% of the stocks held by Orcam Financial Group either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.4
S&P 5002.1
Top 5 Winners (%)%
XOM
exxon mobil corp
40.9 %
PL
planet labs pbc
35.8 %
JNJ
johnson & johnson
18.1 %
FNDA
schwab strategic tr
11.8 %
WMT
walmart inc
11.6 %
Top 5 Winners ($)$
PL
planet labs pbc
0.2 M
XOM
exxon mobil corp
0.2 M
FNDA
schwab strategic tr
0.2 M
BOB
alpha architect etf tr
0.2 M
VXUS
vanguard star fds
0.1 M
Top 5 Losers (%)%
MSFT
microsoft corp
-22.9 %
IJR
ishares tr
-9.6 %
AMZN
amazon com inc
-9.5 %
VAW
vanguard world fds
-6.9 %
AAPL
apple inc
-6.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-0.4 M
FNDA
schwab strategic tr
-0.4 M
VEU
vanguard intl equity index f
-0.3 M
SPY
spdr s&p 500 etf tr
-0.1 M
VB
vanguard index fds
-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 61 stocks in it's portfolio. About 73.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. PL was the most profitable stock for Orcam Financial Group last quarter.

$140.85MTotal Value
63.00Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of Orcam Financial Group, last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Orcam Financial Group's holding in Ishares Tr over time
0.7%32,732
$992.4K
0.7%
decreased 0.56 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Orcam Financial Group's holding in Ishares Tr over time
0.23%6,943
$320.7K
0.23%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Orcam Financial Group's holding in American Centy Etf Tr over time
0.48%8,921
$679.5K
0.48%
increased 0.11 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Orcam Financial Group's holding in American Centy Etf Tr over time
0.17%4,042
$242.4K
0.17%
increased 0.1 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Orcam Financial Group's holding in Simplify Exchange Traded Fun over time
0.22%10,140
$306.4K
0.22%
unchanged 0 percentunchanged
AOA
Ishares Tr

Ishares Tr

AOA
Orcam Financial Group's holding in Ishares Tr over time
0.34%7,448
$479.3K
0.34%
increased 25.39 percentadded
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Orcam Financial Group's holding in Spdr Ser Tr over time
1.08%61,453
$1.52M
1.08%
increased 0.45 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Orcam Financial Group's holding in Vanguard Bd Index Fds over time
0.46%8,794
$647.6K
0.46%
increased 2.94 percentadded
BLDG
Cambria Etf Tr

Cambria Etf Tr

BLDG
Orcam Financial Group's holding in Cambria Etf Tr over time
0.15%18,500
$216.6K
0.15%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Orcam Financial Group's holding in Vanguard Scottsdale Fds over time
1.78%42,230
$2.51M
1.78%
decreased 23.86 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Orcam Financial Group's holding in Vanguard Scottsdale Fds over time
0.74%12,601
$1.04M
0.74%
decreased 25.51 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Orcam Financial Group's holding in Vanguard Scottsdale Fds over time
0.56%14,263
$789.5K
0.56%
decreased 30.41 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Orcam Financial Group's holding in Vanguard Scottsdale Fds over time
0.49%11,880
$695.4K
0.49%
decreased 12.45 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Orcam Financial Group's holding in Vanguard Scottsdale Fds over time
0.34%6,061
$480.5K
0.34%
decreased 10.89 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Orcam Financial Group's holding in Vanguard Scottsdale Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNO
United Sts Brent Oil Fd Lp

United Sts Brent Oil Fd Lp

BNO
Orcam Financial Group's holding in United Sts Brent Oil Fd Lp over time
0.28%7,545
$392.4K
0.28%
new position
BOB
Alpha Architect Etf Tr

Alpha Architect Etf Tr

BOB
Orcam Financial Group's holding in Alpha Architect Etf Tr over time
30.85%1,790,300
$43.45M
30.85%
increased 0.28 percentadded