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Orcam Financial Group
Orcam Financial Group is a registered investment adviser headquartered in San Diego, California. The firm serves high net worth individuals exclusively, managing investments and providing financial advice tailored to their objectives. As of March 2025, Orcam Financial Group manages approximately $168.3 million in assets and employs 2 professionals. The firm is established as a boutique financial advisory catering primarily to US-based wealthy individuals.
Investment Strategy
Orcam Financial Group pursues a diversified investment approach, focusing on portfolio construction through broad-based ETFs and index funds. Their strategy emphasizes long-term capital appreciation, risk management, and efficient allocation across global equity and fixed income markets. The firm regularly reviews and rebalances client portfolios, favoring liquid securities and adjusting sector exposures in response to macroeconomic trends and client goals, as reflected by frequent holding adjustments captured in quarterly 13F filings.
Latest 13F Filing Activity
Orcam Financial Group filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $115M. The fund increased holdings in Vanguard Intl Equity Index F, Vanguard Index FDS, Schwab Strategic TR among other positions. Orcam Financial Group reduced exposure to Schwab Strategic TR, Exxon Mobil Corp., Deere & Co. among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VT | VANGUARD INTL EQUITY INDEX F | 10.17% | $11.7M | 91,097 | $107.00 | $128.52 | +$1.3M |
S SCHB | SCHWAB STRATEGIC TR | 6.77% | $7.8M | 326,901 | $18.86 | $23.83 | +$771.2K |
V VTI | VANGUARD INDEX FDS | 6.49% | $7.5M | 24,579 | $243.56 | $303.93 | +$914.3K |
S SCHF | SCHWAB STRATEGIC TR | 4.36% | $5.0M | 227,113 | $19.56 | $22.10 | +$799.6K |
V VXUS | VANGUARD STAR FDS | 3.98% | $4.6M | 66,397 | $57.81 | $69.09 | +$523.3K |
Industry Allocation
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