Orin Green Financial, LLC has released its latest 13F-HR filing, revealing an investment portfolio valued at approximately $266.5 million as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and market positioning within the financial services sector.

Founded in California, Orin Green Financial, LLC focuses on investment management and advisory services. The firm has been actively filing with the SEC, with its recent filings including a series of 13F-HR reports, showcasing its investment activities and holdings in various public companies.

The latest filing indicates that Orin Green Financial holds a diverse range of stocks, with significant investments in technology and consumer sectors. Notable holdings include:

  • Apple Inc - $4,470,273
  • Microsoft Corp - $1,252,502
  • Amazon.com Inc - $2,060,471
  • Alphabet Inc - $1,706,637 (Class A and C)
  • NVIDIA Corporation - $1,544,626

According to the filing, Orin Green Financial's total number of positions is reported as 82, reflecting a strategic approach to diversification. The firm appears to be capitalizing on the growth potential of major tech companies, which have shown resilience and adaptability in a rapidly changing market.

This update is particularly relevant for stakeholders and analysts monitoring trends in the investment management industry, as it highlights the ongoing shift towards technology and consumer-oriented investments. The continued focus on these sectors suggests a broader industry trend where firms are aligning their portfolios with companies that demonstrate strong growth potential and market leadership.

Looking ahead, it remains to be seen how Orin Green Financial will adjust its investment strategies in response to market dynamics and economic conditions. The firm has consistently filed 13F-HR reports, indicating its commitment to transparency and regulatory compliance. Future filings will likely provide further insights into its investment decisions and market outlook.

For more detailed information, the filing can be accessed through the SEC's EDGAR database under accession number 0001844227-26-000005.