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Orcam Financial Group’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Orcam Financial Group’s Portfolio CAOS Stock Details CAOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$433K Buy
4,775
+1,095
+30% +$99K 0.31% 42
2025
Q4 		$330K Buy
3,680
+565
+18% +$50.8K 0.25% 45
2025
Q3 		$279K Hold
3,115
– – 0.23% 46
2025
Q2 		$277K Sell
3,115
-500
-14% -$44.4K 0.24% 39
2025
Q1 		$318K Buy
3,615
+500
+16% +$43.9K 0.3% 37
2024
Q4 		$273K Buy
3,115
+510
+20% +$44.4K 0.26% 37
2024
Q3 		$225K Buy
+2,605
New +$224K 0.22% 44

Other funds holding CAOS

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $435M AUM 16.48% 1-Year Est. Return

Orcam Financial Group's CAOS Position: Q1 2026 in Review

Orcam Financial Group increased its Alpha Architect Tail Risk ETF (CAOS) stake by 30% in Q1 2026, buying an estimated $99K and bringing the position to 4,775 shares worth $433K. The position accounts for 0.31% of the portfolio, ranked #42.

Orcam Financial Group first reported a position in CAOS in Q3 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold CAOS as of Q1 2026.

  • Orcam Financial Group held 4,775 shares of Alpha Architect Tail Risk ETF worth $433K as of Q1 2026.
  • Orcam Financial Group bought 1,095 Alpha Architect Tail Risk ETF shares in Q1 2026, an estimated $99K.
  • Alpha Architect Tail Risk ETF made up 0.31% of Orcam Financial Group's portfolio in Q1 2026, its #42 holding.
  • Orcam Financial Group first reported a position in Alpha Architect Tail Risk ETF in Q3 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.