Orcam Financial Group

CIK 0001905367 · Q1 2026

13F Equity AUM

$140.9M

+5.6% QoQ

Positions

+4 QoQ

AUM Rank

#8,785

Top 71%

Skill Alpha (FF)

-4.6%/yr^ns

No Clear Edge

Rank #7,278 · Top 89%

vs S&P -9.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 57.0%Top 10: 73.1%Top 20: 85.5%

DDX30.9%

VT9.1%

VTI6.0%

SCHB5.5%

DDV5.5%

DDXX4.1%

VXUS3.9%

SCHF3.8%

SCHM2.2%

SCHE2.1%

Others (52)26.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services87.6%

Fund9.5%

Other2.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 62Median: 0.46%Avg: 1.61%

0–0.5%

35(10.2%)

0.5–1%

8(5.0%)

1–3%

11(16.0%)

3–5%

3(11.8%)

5%+

5(57.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 53Unique: 9vs 20 funds

0.7%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.1%

1.5%

0.5%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased31Decreased13Exited1

New Positions

DFAC0.3%

+11K

BNO0.3%

+8K

IUSB0.2%

+7K

DFIC0.1%

+6K

DE0.1%

+378

Increased

DDXX4.1%

+148K(+189%)

DDV5.5%

+145K(+90%)

GMOI0.5%

+7K(+46%)

DDX30.9%

+5K(+0%)

VEA2.0%

+3K(+8%)

SCHX0.8%

+2K(+5%)

AOR0.3%

+2K(+25%)

VTEB0.5%

+1K(+10%)

CAOS0.3%

+1K(+30%)

VT9.1%

+985(+1%)

Decreased

SCHB5.5%

-15,432(-5%)

VGIT1.8%

-13,232(-24%)

SCHZ0.5%

-10,510(-28%)

PL0.5%

-9,920(-29%)

SCHF3.8%

-8,783(-4%)

VGLT0.6%

-6,233(-30%)

VCIT0.7%

-4,315(-26%)

VGSH0.5%

-1,690(-12%)

SCHE2.1%

-1,168(-1%)

VCSH0.3%

-741(-11%)

Exited

VCLT

-2,715

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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