Orcam Financial Group
13F Reported Value
ⓘ$140.9M
Holdings
62
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Orcam Financial Group disclosed 62 positions worth $140.9M in its Form 13F-HR for Q1 2026, followed by $DOV. During the quarter the fund opened 3 new positions and exited 0 — including a new stake in $BNO. The portfolio is most concentrated in Other (87.1% of disclosed assets). All figures are sourced directly from Orcam Financial Group’s Form 13F-HR filing with the SEC under CIK 1905367.
AI Fund Analysis
Stable
$DOVSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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ALPHA ARCHITECT ETF TR
—Quality
$43.4M1,790,303 sh- 63.1#695
Quality
$12.9M93,013 sh VANGUARD INDEX FDS
—Quality
$8.4M26,319 shSCHWAB STRATEGIC TR
—Quality
$7.8M311,043 shEA Series Trust
—Quality
$7.7M307,648 shEA Series Trust
—Quality
$5.8M226,970 shVANGUARD STAR FDS
—Quality
$5.5M71,151 shSCHWAB STRATEGIC TR
—Quality
$5.4M218,113 shSCHWAB STRATEGIC TR
—Quality
$3.1M101,207 shSCHWAB STRATEGIC TR
—Quality
$2.9M88,569 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ALPHA ARCHITECT ETF TR | — | $43.4M | 1,790,303 |
| DOVER Corp$DOV | 63.1#695 | $12.9M | 93,013 |
| VANGUARD INDEX FDS | — | $8.4M | 26,319 |
| SCHWAB STRATEGIC TR | — | $7.8M | 311,043 |
| EA Series Trust | — | $7.7M | 307,648 |
| EA Series Trust | — | $5.8M | 226,970 |
| VANGUARD STAR FDS | — | $5.5M | 71,151 |
| SCHWAB STRATEGIC TR | — | $5.4M | 218,113 |
| SCHWAB STRATEGIC TR | — | $3.1M | 101,207 |
| SCHWAB STRATEGIC TR | — | $2.9M | 88,569 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Orcam Financial Group's 62 positions.
Showing top 10 of 62 holdings.
Sector Allocation
Other
$122.7M
Industrials
$13.1M
Financials
$1.8M
Technology
$1.4M
Energy
$758,762
Consumer Discretionary
$552,774
Healthcare
$376,685
Materials
$144,901
Full Holdings — Orcam Financial Group (Q1 2026)
All 62 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ALPHA ARCHITECT ETF TR | $43.4M | 30.9% | +0% | — |
| 2 | $DOV | DOVER Corp | $12.9M | 9.1% | +1% | 63.1 |
| 3 | — | VANGUARD INDEX FDS | $8.4M | 6.0% | +0% | — |
| 4 | — | SCHWAB STRATEGIC TR | $7.8M | 5.5% | -5% | — |
| 5 | — | EA Series Trust | $7.7M | 5.5% | +90% | — |
| 6 | — | EA Series Trust | $5.8M | 4.1% | +189% | — |
| 7 | — | VANGUARD STAR FDS | $5.5M | 3.9% | +1% | — |
| 8 | — | SCHWAB STRATEGIC TR | $5.4M | 3.8% | -4% | — |
| 9 | — | SCHWAB STRATEGIC TR | $3.1M | 2.2% | +0% | — |
| 10 | — | SCHWAB STRATEGIC TR | $2.9M | 2.1% | -1% | — |
| 11 | — | VANGUARD TAX-MANAGED INTL FD | $2.8M | 2.0% | +8% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS | $2.5M | 1.8% | -24% | — |
| 13 | — | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.2% | +2% | — |
| 14 | — | VANGUARD INDEX FDS | $1.8M | 1.2% | +6% | — |
| 15 | — | VANGUARD INTL EQUITY INDEX F | $1.5M | 1.1% | +3% | — |
| 16 | — | VANGUARD INDEX FDS | $1.5M | 1.1% | +15% | — |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $1.5M | 1.1% | +2% | — |
| 18 | — | SPDR SER TR | $1.5M | 1.1% | +0% | — |
| 19 | — | VANECK ETF TRUST | $1.4M | 1.0% | +0% | — |
| 20 | — | SCHWAB STRATEGIC TR | $1.1M | 0.8% | +5% | — |
| 21 | — | VANGUARD SCOTTSDALE FDS | $1.0M | 0.7% | -26% | — |
| 22 | — | ISHARES TR | $992,441 | 0.7% | -1% | — |
| 23 | — | SCHWAB STRATEGIC TR | $855,709 | 0.6% | +0% | — |
| 24 | — | VANGUARD SCOTTSDALE FDS | $789,510 | 0.6% | -30% | — |
| 25 | — | GMO ETF TRUST | $762,642 | 0.5% | +46% | — |
| 26 |  $XOM | EXXON MOBIL CORP | $758,762 | 0.5% | +0% | 61.8 |
| 27 | — | VANGUARD MUN BD FDS | $729,392 | 0.5% | +10% | — |
| 28 | — | VANGUARD SCOTTSDALE FDS | $695,447 | 0.5% | -12% | — |
| 29 |  $PL | Planet Labs PBC | $692,349 | 0.5% | -29% | 42.2 |
| 30 | — | AMERICAN CENTY ETF TR | $679,498 | 0.5% | +0% | — |
| 31 | — | VANGUARD BD INDEX FDS | $647,607 | 0.5% | +3% | — |
| 32 | — | SPDR INDEX SHS FDS | $647,181 | 0.5% | +0% | — |
| 33 | — | SCHWAB STRATEGIC TR | $637,317 | 0.5% | -28% | — |
| 34 | — | VANGUARD WORLD FDS | $621,724 | 0.4% | +21% | — |
| 35 |  $IVZ | Invesco Ltd. | $616,831 | 0.4% | +0% | — |
| 36 |  $IAU | ISHARES GOLD TRUST | $567,486 | 0.4% | +0% | — |
| 37 | — | VANGUARD INDEX FDS | $545,280 | 0.4% | +0% | — |
| 38 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $539,031 | 0.4% | +0% | — |
| 39 |  $AAPL | Apple Inc. | $490,478 | 0.3% | -13% | 76.1 |
| 40 | — | VANGUARD SCOTTSDALE FDS | $480,470 | 0.3% | -11% | — |
| 41 | — | ISHARES TR | $479,308 | 0.3% | +25% | — |
| 42 | — | EA Series Trust | $433,379 | 0.3% | +30% | — |
| 43 | — | DIMENSIONAL ETF TRUST | $408,729 | 0.3% | +45% | — |
| 44 |  $BNO | United States Brent Oil Fund, LP | $392,415 | 0.3% | NEW | — |
| 45 | — | ISHARES TR | $380,168 | 0.3% | +0% | — |
| 46 |  $JNJ | JOHNSON & JOHNSON | $376,685 | 0.3% | +0% | 72.8 |
| 47 | — | VANGUARD WELLINGTON FD | $343,933 | 0.2% | +0% | — |
| 48 | — | ISHARES TR | $320,697 | 0.2% | +17% | — |
| 49 | — | SIMPLIFY EXCHANGE TRADED FUN | $306,431 | 0.2% | +0% | — |
| 50 | — | ISHARES TR | $298,925 | 0.2% | -7% | — |
| 51 |  $AMZN | AMAZON COM INC | $291,786 | 0.2% | +6% | 74.6 |
| 52 | — | DIMENSIONAL ETF TRUST | $282,928 | 0.2% | +0% | — |
| 53 |  $AFL | AFLAC INC | $263,304 | 0.2% | +0% | 60.3 |
| 54 |  $WMT | Walmart Inc. | $260,988 | 0.2% | +0% | 63.2 |
| 55 | — | AMERICAN CENTY ETF TR | $242,436 | 0.2% | +0% | — |
| 56 |  $MSFT | MICROSOFT CORP | $235,432 | 0.2% | +6% | 83.7 |
| 57 | — | CAPITAL GROUP DIVIDEND VALUE | $233,690 | 0.2% | +0% | — |
| 58 | — | 2023 ETF Series Trust II | $224,766 | 0.2% | +0% | — |
| 59 | — | CAMBRIA ETF TR | $216,635 | 0.1% | +0% | — |
| 60 | — | Dimensional ETF Trust | $216,342 | 0.1% | NEW | — |
| 61 |  $DE | DEERE & CO | $212,927 | 0.1% | NEW | 57.4 |
| 62 |  $VGZ | VISTA GOLD CORP | $144,901 | 0.1% | +0% | — |
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