Orcam Financial Group Portfolio Holdings

Orcam Financial Group

  • $102 Million
  • Q4 2024

Orcam Financial Group has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $102 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust Discipline Fd with a value of $34.9M, Vanguard Total World Stk Index with a value of $10.5M, Schwab Strategic Tr Us Broad M with a value of $7.47M, Vanguard Total Stock Market Et with a value of $6.71M, and Schwab Strategic Tr Intl Eqty with a value of $3.92M.

Examining the 13F form we can see an increase of $37K in the current position value, from $102M to 102M.

Orcam Financial Group is based out at Encinitas, CA

Below you can find more details about Orcam Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $102 Million
ETFs: $101 Million
Technology: $532,000
Financial Services: $248,000
Energy: $210,000
Industrials: $140,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $102 Million
  • Prior Value $102 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Orcam Financial Group Portfolio

Follow Orcam Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orcam Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Orcam Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email