BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Orcam Financial Group

· CIK 0001905367
13F Portfolio $205M AUM 105 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 105 New
Page 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGSH VANGUARD SCOTTSDALE FDS 14,904.0 $867K 0.42% NEW $58.20 -0.6%
42 XOM EXXON MOBIL CORP Energy 6,274.0 $858K 0.42% NEW $136.73 +20.4%
43 PL PLANET LABS PBC Industrials 24,771.0 $821K 0.40% NEW $33.13 -41.9%
44 VUG VANGUARD INDEX FDS 9,514.0 $820K 0.40% NEW $86.14 +1.4%
45 VGLT VANGUARD SCOTTSDALE FDS 14,375.0 $793K 0.39% NEW $55.18 -4.7%
46 RSP INVESCO EXCHANGE TRADED FD T 3,695.0 $786K 0.38% NEW $212.77 +2.3%
47 ISHARES TR 15,701.0 $778K 0.38% NEW $49.55
48 PFF ISHARES TR 25,264.0 $770K 0.38% NEW $30.49 -1.3%
49 AVNM AMERICAN CENTY ETF TR 9,010.0 $742K 0.36% NEW $82.38 +3.2%
50 SPEM SPDR INDEX SHS FDS 13,843.0 $717K 0.35% NEW $51.78 +1.7%
51 IEF ISHARES TR 7,278.0 $688K 0.34% NEW $94.57 -2.6%
52 QQQ INVESCO QQQ TR Financial Services 934.0 $688K 0.34% NEW $736.32 -3.9%
53 SCHZ SCHWAB STRATEGIC TR 27,723.0 $641K 0.31% NEW $23.13 -2.2%
54 DFIV DIMENSIONAL ETF TRUST 11,820.0 $639K 0.31% NEW $54.02 +7.4%
55 CAOS EA Series Trust 6,775.0 $612K 0.30% NEW $90.36 +0.2%
56 JPM JPMORGAN CHASE & CO Financial Services 1,573.0 $515K 0.25% NEW $327.38 +8.4%
57 LRCX LAM RESEARCH CORP Technology 1,157.0 $501K 0.24% NEW $433.33 -33.0%
58 TLT ISHARES TR 5,751.0 $497K 0.24% NEW $86.42 -5.3%
59 IAU ISHARES GOLD TR Financial Services 6,437.0 $486K 0.24% NEW $75.51 +7.7%
60 VCSH VANGUARD SCOTTSDALE FDS 5,987.0 $473K 0.23% NEW $79.04 -1.2%
Page 3 of 6  ·  105 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 27.5%
Industrials 9.9%
Consumer Cyclical 8.0%
Communication Services 7.7%
Energy 5.1%
Healthcare 4.9%
Consumer Defensive 3.6%
Basic Materials 0.7%