Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Orcam Financial Group Stock Portfolio

Orcam Financial Group Performance:
2025 Q4: 1.49%YTD: 13.3%2024: -11.52%
Performance for 2025 Q4 is 1.49%, and YTD is 13.3%, and 2024 is -11.52%.

About Orcam Financial Group and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orcam Financial Group reported an equity portfolio of $133.4 Millions as of 31 Dec, 2025.

The top stock holdings of Orcam Financial Group are BOB, VEU, VB. The fund has invested 32.4% of it's portfolio in ALPHA ARCHITECT ETF TR and 9.7% of portfolio in VANGUARD INTL EQUITY INDEX F.

The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SCHWAB STRATEGIC TR (FNDA) and SPDR SER TR (BIL). Orcam Financial Group opened new stock positions in EA SERIES TRUST and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (BUZZ), EA SERIES TRUST (BOB) and VANGUARD SCOTTSDALE FDS (BNDW).

Orcam Financial Group Annual Return Estimates Vs S&P 500

Our best estimate is that Orcam Financial Group made a return of 1.49% in the last quarter. In trailing 12 months, it's portfolio return was 13.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ea series trust4,063,390
ea series trust1,975,120
gmo etf trust485,231
ishares tr386,189
New stocks bought by Orcam Financial Group

Additions

Ticker% Inc.
vaneck etf trust35.51
ea series trust18.14
vanguard scottsdale fds7.27
alpha architect etf tr5.39
vanguard intl equity index f4.45
vanguard index fds3.36
schwab strategic tr2.4
vanguard tax-managed intl fd1.95
Additions to existing portfolio by Orcam Financial Group

Reductions

Ticker% Reduced
vanguard scottsdale fds-29.87
vanguard scottsdale fds-27.45
vanguard scottsdale fds-25.51
schwab strategic tr-25.06
spdr ser tr-20.2
vanguard bd index fds-17.00
cambria etf tr-15.91
vanguard mun bd fds-13.3
Orcam Financial Group reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-285,094
Orcam Financial Group got rid off the above stocks

Sector Distribution

Orcam Financial Group has about 97.4% of it's holdings in Others sector.

Sector%
Others97.4

Market Cap. Distribution

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

Category%
UNALLOCATED97.4
MEGA-CAP1.7

Stocks belong to which Index?

About 1.9% of the stocks held by Orcam Financial Group either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others97.6
S&P 5001.9
Top 5 Winners (%)%
PL
planet labs pbc
51.9 %
JNJ
johnson & johnson
11.1 %
IAU
ishares gold tr
10.9 %
WMT
walmart inc
8.1 %
XOM
exxon mobil corp
6.7 %
Top 5 Winners ($)$
BOB
alpha architect etf tr
0.3 M
VEU
vanguard intl equity index f
0.3 M
PL
planet labs pbc
0.2 M
VB
vanguard index fds
0.2 M
FNDA
schwab strategic tr
0.2 M
Top 5 Losers (%)%
VGZ
vista gold corp
-7.5 %
MSFT
microsoft corp
-6.6 %
BLDG
cambria etf tr
-2.6 %
AGGH
simplify exchange traded fun
-2.5 %
BNDW
vanguard scottsdale fds
-2.3 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-0.1 M
BNDW
vanguard scottsdale fds
0.0 M
MSFT
microsoft corp
0.0 M
VEU
vanguard intl equity index f
0.0 M
VGZ
vista gold corp
0.0 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 57 stocks in it's portfolio. About 73.2% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. BOB was the most profitable stock for Orcam Financial Group last quarter.

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