Orin Green Financial, LLC

CIK 0001844227 · Q2 2026

13F Equity AUM

$271.1M

+11.2% QoQ

Positions

+5 QoQ

AUM Rank

#6,933

Top 55%

Skill Alpha (FF)

-4.2%/yr

Underperformer

Rank #7,414 · Top 89%

vs S&P -5.6%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 46.1%Top 10: 62.8%Top 20: 81.1%

IVV14.9%

IJH9.8%

VEA9.6%

CMF6.1%

QCOM5.8%

SPDW3.7%

EFA3.6%

VV3.4%

MUB3.4%

IJR2.6%

Others (73)37.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.5%

Technology9.2%

Communication Services2.2%

Other2.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 83Median: 0.34%Avg: 1.20%

0–0.5%

52(10.9%)

0.5–1%

10(6.7%)

1–3%

12(22.3%)

3–5%

4(14.1%)

5%+

5(46.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 83vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased20Decreased35Exited1

New Positions

STX0.1%

+227

ESGE0.1%

+4K

AVGO0.1%

+587

ASML0.1%

+111

LGCY0.1%

+13K

DIREXION SHARES ETF …0.0%

+19K

Increased

VO2.3%

+57K(+302%)

VUG0.8%

+21K(+480%)

IJH9.8%

+6K(+2%)

IWF0.3%

+5K(+300%)

IAGG1.4%

+3K(+5%)

MGK0.1%

+2K(+400%)

SPSB1.4%

+2K(+2%)

EAGG0.2%

+751(+6%)

IVV14.9%

+604(+1%)

DC40.2%

+498(+8%)

Decreased

PLX0.0%

-54,433(-84%)

SRE0.4%

-12,048(-50%)

VEA9.6%

-4,461(-1%)

VWO1.6%

-2,941(-4%)

TBLL0.2%

-2,439(-32%)

CMF6.1%

-2,304(-1%)

EEM0.4%

-1,853(-10%)

EFA3.6%

-1,818(-2%)

SPDW3.7%

-1,676(-1%)

SPSM0.5%

-1,509(-6%)

Exited

NOK

-10,008

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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