Q2 2026 13F · SEC CIK 1905367

Orcam Financial Group

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $204.7M
Reported positions: 105
Top holdings a year, 3 yrs: +9.5%
Assets under management: $238.9M

Orcam Financial Group is a wealth manager that reported 105 positions worth $204.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ea Series Trust (DSCF, 23.3%), Vanguard Intl Equity Index F (VT, 7.3%), EA Series Trust (DDV, 6.2%). A portfolio copying its top holdings returned 9.5% a year over the last 3 years, against 19.9% for the S&P 500.

Orcam Financial Group holdings largest 50 of 105 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Orcam Financial Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DSCFEa Series Trust	23.3%	30.8%	1,900,446	+6.2%	$47.8M
VTVanguard Intl Equity Index F	7.3%	9.1%	95,303	+2.5%	$15.0M
DDVEA Series Trust	6.2%	5.5%	498,297	+62.0%	$12.6M
VTIVanguard Index Fds	5.2%	6.0%	28,743	+9.2%	$10.6M
DDXXEA Series Trust	5.0%	4.1%	363,890	+60.3%	$10.1M
SCHBSchwab Strategic Tr	4.4%	5.5%	309,050	-0.6%	$9.0M
SCHFSchwab Strategic Tr	4.4%	3.8%	322,547	+47.9%	$8.9M
VXUSVanguard Star Fds	3.3%	3.9%	79,771	+12.1%	$6.8M
SCHESchwab Strategic Tr	2.0%	2.1%	111,359	+25.7%	$4.0M
SCHMSchwab Strategic Tr	1.9%	2.2%	103,810	+2.6%	$3.8M
VEAVanguard Ftse Developed Markets Index Fu	1.6%	2.0%	45,475	+2.7%	$3.2M
VGITVanguard Scottsdale Fds	1.4%	1.8%	49,065	+16.2%	$2.9M
IEFAIshares Tr	1.3%	—	27,108	—	$2.6M
VTVVanguard Index Fds	1.2%	1.2%	11,278	+26.4%	$2.5M
VWOVanguard Intl Equity Index F	1.1%	1.2%	38,236	+17.9%	$2.3M
VOVanguard Index Fds	1.1%	0.4%	26,906	+1316.9%	$2.2M
AGGIshares Tr	1.0%	—	21,174	—	$2.1M
AAPLApple Inc	1.0%	0.3%	6,759	+249.7%	$2.0M
VEUVanguard Intl Equity Index F	0.9%	1.1%	22,050	+7.6%	$1.8M
VOOVanguard Index Fds	0.9%	1.1%	2,576	+0.1%	$1.8M
IJHIshares Tr	0.9%	—	22,847	—	$1.8M
SPYState Str Spdr S&p 500 ETF T	0.9%	1.1%	2,347	+0.0%	$1.8M
IEMGIshares Inc	0.8%	—	20,912	—	$1.7M
SCHXSchwab Strategic Tr	0.8%	0.8%	58,582	+33.3%	$1.7M
HYMBSpdr Series Trust	0.7%	1.1%	58,684	-4.5%	$1.5M
AORIshares Tr	0.7%	0.3%	21,478	+188.4%	$1.5M
HYDVaneck ETF Trust	0.7%	1.0%	28,714	+0.0%	$1.5M
IVVIshares Tr	0.6%	0.3%	1,771	+204.3%	$1.3M
NVDANvidia Corporation	0.6%	—	6,587	—	$1.3M
VBVanguard Index Fds	0.6%	—	4,073	—	$1.2M
AMZNAmazon Com Inc	0.6%	—	5,127	—	$1.2M
GOOGLAlphabet Inc	0.6%	—	3,344	—	$1.2M
MDYState Str Spdr S&p Midcap 40	0.5%	—	1,521	—	$1.1M
MSFTMicrosoft Corp	0.5%	—	2,778	—	$1.0M
VCITVanguard Scottsdale Fds	0.5%	0.7%	12,426	-1.4%	$1.0M
GMOIGmo International Value ETF	0.5%	0.5%	27,050	+28.5%	$1.0M
VNQVanguard Index Fds	0.5%	—	10,413	—	$1.0M
VGTVanguard World Fd	0.5%	0.4%	8,007	+798.7%	$957K
SPDWSpdr Index Shs Fds	0.4%	—	17,365	—	$875K
SCHDSchwab Strategic Tr	0.4%	0.6%	27,503	-1.4%	$872K
VGSHVanguard Scottsdale Fds	0.4%	0.5%	14,904	+25.5%	$867K
XOMExxon Mobil Corp	0.4%	0.5%	6,274	+40.3%	$858K
PLPlanet Labs Pbc	0.4%	0.5%	24,771	+0.0%	$821K
VUGVanguard Index Fds	0.4%	—	9,514	—	$820K
VGLTVanguard Scottsdale Fds	0.4%	0.6%	14,375	+0.8%	$793K
RSPInvesco Exchange Traded Fd T	0.4%	0.4%	3,695	+15.0%	$786K
IQLTIshares Tr	0.4%	—	15,701	—	$778K
PFFIshares Tr	0.4%	0.7%	25,264	-22.8%	$770K
AVNMAvantis All	0.4%	0.5%	9,010	+1.0%	$742K
SPEMSpdr Index Shs Fds	0.3%	0.5%	13,843	+0.3%	$717K

What Orcam Financial Group bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+1316.9% shares
VGT Vanguard World Fd+798.7% shares
AAPL Apple Inc+249.7% shares
IVV Ishares Tr+204.3% shares
AOR Ishares Tr+188.4% shares
DDV EA Series Trust+62.0% shares
DDXX EA Series Trust+60.3% shares
SCHF Schwab Strategic Tr+47.9% shares

Reduced

PFF Ishares Tr-22.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: +9.5% /yr; S&P 500 +19.9%
5 years: +2.9% /yr; S&P 500 +11.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$204.7M	105
Q1 2026	$140.9M	62
Q4 2025	$133.4M	58
Q3 2025	$123.8M	55
Q2 2025	$115.1M	51
Q1 2025	$106.8M	49
Q4 2024	$103.4M	45
Q3 2024	$103.2M	47
Q2 2024	$93.2M	42
Q1 2024	$91.3M	42
Q4 2023	$81.8M	37
Q3 2023	$74.3M	36

Questions about Orcam Financial Group's portfolio

What stocks does Orcam Financial Group own?

Orcam Financial Group's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 105 positions worth $204.7M. The largest are Ea Series Trust (DSCF) at 23.3%, Vanguard Intl Equity Index F (VT) at 7.3%, EA Series Trust (DDV) at 6.2%, Vanguard Index Fds (VTI) at 5.2% and EA Series Trust (DDXX) at 5.0%.

What did Orcam Financial Group buy last quarter?

In Q2 2026, Orcam Financial Group added Vanguard Index Fds (VO) (+1316.9% shares), Vanguard World Fd (VGT) (+798.7% shares) and Apple Inc (AAPL) (+249.7% shares), compared with its Q1 2026 filing.

What did Orcam Financial Group sell last quarter?

In Q2 2026, Orcam Financial Group cut from its top 50 Vanguard Mun Bd Fds (VTEB), cut from its top 50 Vanguard Bd Index Fds (BND), cut from its top 50 Schwab Strategic Tr (SCHZ), cut from its top 50 Ishares Gold Tr (IAU), cut from its top 50 Invesco Qqq Tr (QQQ) and Ishares Tr (PFF) (-22.8% shares), compared with its Q1 2026 filing.

How has Orcam Financial Group's portfolio performed?

A portfolio copying Orcam Financial Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.5% a year over the last 3 years, against +19.9% for the S&P 500. Over 5 years: +2.9% a year against +11.3%.

When is Orcam Financial Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Orcam Financial Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Orcam Financial Group manage?

Orcam Financial Group reported $238.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $204.7M.