Orcam Financial Group
RIA/Wealth
Orcam Financial Group is a RIA/Wealth led by Erica A. Fries, reporting $168.3M in AUM as of Q3 2025 with 95% ETF concentration, 64% concentrated in top 10 holdings, and 15% allocation to VT.
CEOErica A. Fries
- Portfolio Value
- $83.2M
- Positions
- 54
- Top Holding
- VT at 15.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Orcam Financial Group's portfolio (63.9% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.5M | 15.09% | -$3.2K Sold | — 91.1K shares | |
ETF ETF | $8.4M | 10.09% | -$13.6K Sold | — 326.4K shares | |
ETF ETF | $8.3M | 10.02% | +$266.1K Bought | — 25.4K shares | |
ETF ETF | $5.2M | 6.30% | -$41.9K Sold | — 225.3K shares | |
ETF ETF | $5.2M | 6.27% | +$337.3K Bought | — 71.0K shares | |
ETF ETF | $3.1M | 3.73% | -$168.9K Sold | — 51.7K shares | |
ETF ETF | $3.0M | 3.60% | +$4.4K Bought | — 101.0K shares | |
ETF ETF | $2.9M | 3.52% | +$60.1K Bought | — 87.6K shares | |
ETF ETF | $2.4M | 2.91% | +$1.5K Bought | — 40.3K shares | |
ETF ETF | $2.0M | 2.44% | +$47.0K Bought | — 24.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Orcam Financial Group's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+39.53% | |
+38.16% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-5.16% | |
-2.85% | |
-1.16% | |
-0.82% |
Analytics
Portfolio insights and performance metrics for Orcam Financial Group
GthenA