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Cullen Roche

Orcam Financial Group

Assets Managed
$140.85M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
5.6%(2Q avg: 6.65%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Orcam Financial Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Orcam Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 140.85M in assets, with a quarterly growth rate of 5.6% and a 2-quarter average growth rate of 6.65%. The portfolio is managed by Cullen Roche, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DSCF
Discipline Fund Etf
Recent Activity
Increased 0.29%
30.85%
$43.449M
1.79M shares@ $24.27 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 1.08%
9.14%
$12.866M
93,013 shares@ $138.33 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.3%
6%
$8.444M
26,319 shares@ $320.82 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -4.72%
5.55%
$7.807M
311,043 shares@ $25.11 avg price
DDV
Defined Duration 5 Etf
Recent Activity
Increased 89.62%
5.46%
$7.69M
307,648 shares@ $25.0 avg price
DDXX
Defined Duration 20 Etf
Recent Activity
Increased 188.9%
4.09%
$5.752M
226,970 shares@ $25.35 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.24%
3.9%
$5.486M
71,151 shares@ $77.11 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -3.87%
3.84%
$5.398M
218,113 shares@ $24.76 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 0.09%
2.23%
$3.133M
101,207 shares@ $30.97 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Decreased -1.3%
2.08%
$2.918M
88,569 shares@ $32.95 avg price

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