Current Market Value 115,118,749
Current Holdings 51
Most Recent File Date 2025-08-15
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Orcam Financial Group . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-15 2025-06-30 13F-HR 51 115,119
2025-05-15 2025-03-31 13F-HR 49 106,792
2025-02-14 2024-12-31 13F-HR 45 103,394
2024-11-14 2024-09-30 13F-HR 47 103,220
2024-07-15 2024-06-30 13F-HR 42 93,206
2024-05-14 2024-03-31 13F-HR 42 91,325
2024-02-15 2023-12-31 13F-HR 37 81,820
2023-11-03 2023-09-30 13F-HR 36 74,305
2023-08-08 2023-06-30 13F-HR 35 73
2023-05-02 2023-03-31 13F-HR 35 72
2023-01-30 2022-12-31 13F-HR 33 65
2022-11-09 2022-09-30 13F-HR 29 58,924
2022-08-12 2022-06-30 13F-HR 29 62,370
2022-04-25 2022-03-31 13F-HR 34 70,136
2022-02-09 2021-12-31 13F-HR 36 73,042