Marin Bay Wealth Advisors, LLC: 13F holdings
CIK 21098342026Q2
| Positions | 129 |
|---|---|
| Reported value | $186.0m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI ISHARES TR | 76,612 | $28.0m | 15.1% |
| IVV ISHARES TR | 14,237 | $10.7m | 5.7% |
| AAPL APPLE INC | 36,630 | $10.6m | 5.7% |
| QQQ INVESCO QQQ TR | 13,268 | $9.8m | 5.3% |
| CVX CHEVRON CORPORATION | 38,191 | $6.3m | 3.4% |
| NVDA NVIDIA CORPORATION | 30,939 | $6.2m | 3.3% |
| GLD SPDR GOLD TR | 16,634 | $6.1m | 3.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,928 | $5.9m | 3.2% |
| AMZN AMAZON COM INC | 22,564 | $5.4m | 2.9% |
| JPM JPMORGAN CHASE & CO | 11,990 | $3.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109834")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.