Orcam Financial Group

CIK 0001905367 · Q2 2026

13F Equity AUM

$204.7M

+45.3% QoQ

Positions

105

+43 QoQ

AUM Rank

#8,007

Top 64%

Skill Alpha (FF)

-3.6%/yr^ns

No Clear Edge

Rank #7,192 · Top 87%

vs S&P -6.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 47.0%Top 10: 62.9%Top 20: 74.3%

DDX23.3%

VT7.3%

DDV6.2%

VTI5.2%

DDXX5.0%

SCHB4.4%

SCHF4.4%

VXUS3.3%

SCHE2.0%

SCHM1.9%

Others (95)37.1%

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

Sector Allocation

Financial Services81.2%

Fund11.1%

Technology3.3%

Other4.4%

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

Position Sizing

Positions: 105Median: 0.31%Avg: 0.95%

0–0.5%

70(15.5%)

0.5–1%

18(12.9%)

1–3%

9(12.5%)

3–5%

4(17.0%)

5%+

4(42.0%)

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

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Portfolio Overlap

Shared: 0Unique: 105vs 20 funds

0%Low

105

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

New44Increased44Decreased8Exited1

New Positions

IEFA1.3%

+27K

AGG1.0%

+21K

IJH0.9%

+23K

IEMG0.8%

+21K

NVDA0.6%

+7K

VB0.6%

+4K

GOOGL0.6%

+3K

MDY0.5%

+2K

VNQ0.5%

+10K

SPDW0.4%

+17K

Increased

DDV6.2%

+191K(+62%)

DDXX5.0%

+137K(+60%)

DDX23.3%

+110K(+6%)

SCHF4.4%

+104K(+48%)

VO1.1%

+25K(+1317%)

SCHE2.0%

+23K(+26%)

SCHX0.8%

+15K(+33%)

AOR0.7%

+14K(+188%)

VXUS3.3%

+9K(+12%)

VGT0.5%

+7K(+799%)

Decreased

VTEB0.1%

-10,500(-72%)

PFF0.4%

-7,468(-23%)

BND0.2%

-2,826(-32%)

HYMB0.7%

-2,769(-5%)

SCHB4.4%

-1,993(-1%)

SCHD0.4%

-388(-1%)

VCIT0.5%

-175(-1%)

VCSH0.2%

-74(-1%)

Exited

BNO

-7,545

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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