Orin Green Financial, LLC
RIA/Wealth
Orin Green Financial, LLC is a RIA/Wealth based in San Diego, CA led by Corrine Nicole Fields, reporting $463.8M in AUM as of Q3 2025 with 85% ETF concentration and 62% concentrated in top 10 holdings.
CCOCorrine Nicole Fields
- Portfolio Value
- $249.9M
- Positions
- 87
- Top Holding
- IVV at 13.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Orin Green Financial, LLC's portfolio (62.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $34.7M | 13.90% | +$479.2K Bought | — 51.9K shares | |
ETF ETF | $22.4M | 8.96% | -$302.4K Sold | — 373.7K shares | |
ETF ETF | $21.4M | 8.58% | +$305.8K Bought | — 328.4K shares | |
ETF ETF | $18.5M | 7.42% | -$981.1K Sold | — 324.9K shares | |
Semiconductors Technology | $14.4M | 5.75% | -$35.9K Sold | 0.01% 86.3K shares | |
ETF ETF | $9.9M | 3.96% | -$476.4K Sold | — 92.9K shares | |
ETF ETF | $9.6M | 3.85% | +$103.6K Bought | — 103.1K shares | |
ETF ETF | $9.0M | 3.62% | -$527.4K Sold | — 29.4K shares | |
ETF ETF | $8.7M | 3.48% | +$104.5K Bought | — 203.4K shares | |
ETF ETF | $6.3M | 2.54% | -$197.5K Sold | — 65.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Orin Green Financial, LLC's latest filing
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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 | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-61.96% | |
-25.14% | |
-19.81% | |
-19.16% | |
-10.84% |
Analytics
Portfolio insights and performance metrics for Orin Green Financial, LLC
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