account_balance
Investment manager · 13F filer · SEC CIK 1846758
Orion Capital Management LLC
Reported value$322Mas of Jun 30, 2026
Positions504 47 new, 25 sold out
Top 10 weight47.1%IVV alone is 8%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.3%Trimmed −3%
JAAAJanus Detroit STR Tr
8.2%Added +11%
SGOViShares Tr
7.8%Trimmed −29%
AVUSAmerican Centy ETF Tr
5.5%Added +4%
AAPLApple Inc.
4.0%
DSTLETF Ser Solutions
3.2%Trimmed −3%
AVDEAmerican Centy ETF Tr
2.9%Added +26%
VIGVanguard Specialized Funds
2.7%Trimmed −5%
GOOGAlphabet Inc.
2.4%
JPSTJ P Morgan Exchange Traded F
2.2%+2113%
AVUVAmerican Centy ETF Tr
2.0%+6%
AMZNAmazon.com Inc
2.0%−2%
IVViShares Tr
8.3%Trimmed −3%
JAAAJanus Detroit STR Tr
8.2%Added +11%
SGOViShares Tr
7.8%−29%
AVUSAmerican Centy ETF Tr
5.5%+4%
AAPLApple Inc.
4.0%
DSTLETF Ser Solutions
3.2%
AVDE2.9%
VIG2.7%
GOOGJPST
AVUV
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.3% Trimmed −3%
JAAA Janus Detroit STR Tr 8.2% Added +11%
SGOV iShares Tr 7.8% Trimmed −29%
AVUS American Centy ETF Tr 5.5% Added +4%
AAPL Apple Inc. 4.0% HeldDSTL ETF Ser Solutions 3.2% Trimmed −3%
AVDE American Centy ETF Tr 2.9% Added +26%
VIG Vanguard Specialized Funds 2.7% Trimmed −5%
GOOG Alphabet Inc. 2.4% HeldJPST J P Morgan Exchange Traded F 2.2% Added +2113%
AVUV American Centy ETF Tr 2.0% Added +6%
AMZN Amazon.com Inc 2.0% Trimmed −2%What changed
Biggest moves since Mar 31, 2026
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