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Latest Orcam Financial Group Stock Portfolio

$140Million– No. of Holdings #61

Orcam Financial Group Performance:
2026 Q1: -0.04%YTD: -0.04%2025: 13.3%
Performance for 2026 Q1 is -0.04%, and YTD is -0.04%, and 2025 is 13.3%.

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.

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.

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

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.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions