Orin Green Financial, LLC
•CIK: 1844227•Filing: Q4 2025
**Orin Green Financial, LLC** manages $250M across a diversified portfolio of 77 positions. The fund exhibits significant exposure to broad market indices and international equities, notably holding IVV at $36.5M and VEA at $23.2M. Key allocations also include IJH ($22.1M) and CMF ($17.6M), alongside technology and sector bets such as QCOM ($14.7M). This structure suggests a core mandate focused on capturing global market beta while maintaining targeted sector overweighting.
Total AUM
$250.0M
QoQ Performance
-0.1%
Positions
37
Top 10 Concentration
62.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VEA
IJH
CMF
QCOM
IVV14.6%
VEA9.3%
IJH8.8%
CMF7.1%
QCOM5.9%
MUB3.8%
EFA3.8%
SPDW3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.3%
ETF17.1%
Technology11.8%
Consumer1.3%
Financial0.4%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
↑24 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023