Orcam Financial Group

Est. AUM

$140.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHA ARCHITECT ETF TR	DISCIPLINE FUND	$43.4M	1790303	30.85%	SOLE
2	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$12.9M	93013	9.13%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$8.4M	26319	6.00%	SOLE
4	SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.8M	311043	5.54%	SOLE
5	EA Series Trust	Defined Duration 5	$7.7M	307648	5.46%	SOLE
6	EA Series Trust	Defined Duration 20	$5.8M	226970	4.08%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$5.5M	71151	3.90%	SOLE
8	SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.4M	218113	3.83%	SOLE
9	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.1M	101207	2.22%	SOLE
10	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.9M	88569	2.07%	SOLE
11	VANGUARD TAX-MANAGED INTL FD	FTSE DEV MKT ETF	$2.8M	44272	2.01%	SOLE
12	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.5M	42230	1.79%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	32421	1.24%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$1.8M	8925	1.24%	SOLE
15	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.5M	20498	1.09%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2574	1.09%	SOLE
17	SPDR S&P 500 ETF TR	TR UNIT	$1.5M	2346	1.08%	SOLE
18	SPDR SER TR	NUVEEN BLOOMBERG	$1.5M	61453	1.08%	SOLE
19	VANECK ETF TRUST	HIGH YLD MUNIETF	$1.4M	28700	1.02%	SOLE
20	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	43949	0.80%	SOLE
21	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.0M	12601	0.74%	SOLE
22	ISHARES TR	PFD AND INCM SEC	$992K	32732	0.70%	SOLE
23	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$856K	27891	0.61%	SOLE
24	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$790K	14263	0.56%	SOLE
25	GMO ETF TRUST	GMO INTL VALUE	$763K	21050	0.54%	SOLE
26	EXXON MOBIL CORP	COM	$759K	4472	0.54%	SOLE
27	VANGUARD MUN BD FDS	TAX EXEMPT BD	$729K	14620	0.52%	SOLE
28	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$695K	11880	0.49%	SOLE
29	PLANET LABS PBC	COM CL A	$692K	24771	0.49%	SOLE
30	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$679K	8921	0.48%	SOLE
31	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$648K	8794	0.46%	SOLE
32	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$647K	13796	0.46%	SOLE
33	SCHWAB STRATEGIC TR	US AGGREGATE B	$637K	27447	0.45%	SOLE
34	VANGUARD WORLD FDS	INF TECH ETF	$622K	891	0.44%	SOLE
35	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$617K	3214	0.44%	SOLE
36	ISHARES GOLD TR	ISHARES NEW	$567K	6437	0.40%	SOLE
37	VANGUARD INDEX FDS	MID CAP ETF	$545K	1899	0.39%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$539K	934	0.38%	SOLE
39	APPLE INC	COM	$490K	1933	0.35%	SOLE
40	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$480K	6061	0.34%	SOLE
41	ISHARES TR	GRWT ALLOCAT ETF	$479K	7448	0.34%	SOLE
42	EA Series Trust	Alpha Architect	$433K	4775	0.31%	SOLE
43	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$409K	10518	0.29%	SOLE
44	UNITED STS BRENT OIL FD LP	UNIT	$392K	7545	0.28%	SOLE
45	ISHARES TR	CORE S&P500 ETF	$380K	582	0.27%	SOLE
46	JOHNSON & JOHNSON	COM	$377K	1541	0.27%	SOLE
47	VANGUARD WELLINGTON FD	US MOMENTUM	$344K	1745	0.24%	SOLE
48	ISHARES TR	CORE TOTAL USD	$321K	6943	0.23%	SOLE
49	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$306K	10140	0.22%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$299K	701	0.21%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.