Latest Orcam Financial Group Stock Portfolio

About Orcam Financial Group and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Orcam Financial Group reported an equity portfolio of $123.8 Millions as of 30 Sep, 2025.

The top stock holdings of Orcam Financial Group are BOB, VEU, FNDA. The fund has invested 32.8% of it's portfolio in ALPHA ARCHITECT ETF TR and 10.1% of portfolio in VANGUARD INTL EQUITY INDEX F.

They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INTL EQUITY INDEX F (VEU). Orcam Financial Group opened new stock positions in EXXON MOBIL CORP (XOM), ISHARES TR (IJR) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), APPLE INC (AAPL) and JOHNSON & JOHNSON (JNJ).

Orcam Financial Group Annual Return Estimates Vs S&P 500

New Buys

Ticker	$ Bought
exxon mobil corp	502,076
ishares tr	351,238
amazon com inc	289,832
vista gold corp	157,469

New stocks bought by Orcam Financial Group

Additions

Ticker	% Inc.
microsoft corp	39.53
apple inc	38.16
johnson & johnson	25.93
spdr index shs fds	9.22
invesco qqq tr	8.73
vanguard index fds	7.77
vanguard star fds	6.92
vanguard intl equity index f	3.63

Additions to existing portfolio by Orcam Financial Group

Reductions

Ticker	% Reduced
vanguard scottsdale fds	-5.16
vanguard scottsdale fds	-2.85
vanguard scottsdale fds	-1.16
ishares tr	-0.82
schwab strategic tr	-0.79
schwab strategic tr	-0.34
schwab strategic tr	-0.16
vanguard intl equity index f	-0.03

Orcam Financial Group reduced stake in above stock

Sold off

None of the stocks were completely sold off by Orcam Financial Group

Sector Distribution

Sector	%
Others	97.5

Market Cap. Distribution

Category	%
UNALLOCATED	97.5
MEGA-CAP	1.8

Stocks belong to which Index?

Index	%
Others	97.6
S&P 500	2

Top 5 Winners (%)		%
PL	planet labs pbc	112.8 %
AAPL	apple inc	16.4 %
JNJ	johnson & johnson	16.3 %
QQQ	invesco qqq tr	8.1 %
SPY	spdr s&p 500 etf tr	7.9 %

Top 5 Winners ($)		$
PL	planet labs pbc	0.2 M
SPY	spdr s&p 500 etf tr	0.1 M
AAPL	apple inc	0.1 M
JNJ	johnson & johnson	0.0 M
QQQ	invesco qqq tr	0.0 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Orcam Financial Group Holdings Map

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

Current Stock Holdings of Orcam Financial Group

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.48	2,317	589,978	added	38.16

AAXJ	ishares tr	0.86	33,698	1,065,530	reduced	-0.82

AEMB	american centy etf tr	0.50	8,789	620,531	unchanged	0.00

AEMB	american centy etf tr	0.18	3,961	227,245	unchanged	0.00

AFL	aflac inc	0.22	2,400	268,080	unchanged	0.00

AGGH	simplify exchange traded fun	0.23	10,140	283,616	unchanged	0.00

AMZN	amazon com inc	0.23	1,320	289,832	new

BIL	spdr ser tr	1.54	76,669	1,911,350	added	0.43

BIV	vanguard bd index fds	0.62	10,293	765,466	added	0.08

BLDG	cambria etf tr	0.21	22,000	260,260	unchanged	0.00

BNDW	vanguard scottsdale fds	2.51	51,703	3,103,710	reduced	-5.16

BNDW	vanguard scottsdale fds	1.64	24,121	2,028,820	added	2.37

BNDW	vanguard scottsdale fds	0.94	20,359	1,157,600	added	0.51

BNDW	vanguard scottsdale fds	0.89	18,705	1,100,810	reduced	-2.85

BNDW	vanguard scottsdale fds	0.59	9,132	729,954	reduced	-1.16

BNDW	vanguard scottsdale fds	0.17	2,695	209,258	added	0.63

BOB	alpha architect etf tr	32.82	1,693,970	40,651,800	added	1.82

BOB	ea series trust	0.22	3,115	278,895	unchanged	0.00

BUZZ	vaneck etf trust	0.87	21,173	1,077,700	added	0.07

CGDV	capital group dividend value	0.18	5,452	229,138	added	0.33