Institutions / Marin Bay Wealth Advisors, LLC
Marin Bay Wealth Advisors, LLC
CIK 2109834 · Institution · as of Dec 31, 2025
Portfolio value
$174.54M
Positions
120
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 120 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $26.79M | 15.4% |
| Apple Inc. | $11.47M | 6.6% |
| iShares Tr | $10.50M | 6.0% |
| Invesco Qqq Tr | $9.60M | 5.5% |
| SPDR Gold Tr | $6.88M | 3.9% |
| SPDR S&P 500 ETF Tr | $6.61M | 3.8% |
| NVIDIA Corp | $6.36M | 3.6% |
| Amazon.com Inc | $5.50M | 3.2% |
| Chevron Corp | $5.43M | 3.1% |
| Microsoft Corp | $4.21M | 2.4% |
| JPMorgan Chase & Co | $3.86M | 2.2% |
| Meta Platforms Inc | $3.72M | 2.1% |
| Warren E. Buffett | $3.27M | 1.9% |
| iShares Tr | $3.11M | 1.8% |
| Broadcom Inc. | $2.71M | 1.6% |
| Visa Inc | $2.64M | 1.5% |
| iShares Tr | $2.56M | 1.5% |
| Tesla Inc | $2.41M | 1.4% |
| Alphabet Inc. | $2.34M | 1.3% |
| SPDR S&P Midcap 400 ETF Tr | $2.14M | 1.2% |
| Vanguard Index Fds | $2.13M | 1.2% |
| Wells Fargo & COMPANY/MN | $2.12M | 1.2% |
| Costco Wholesale Corp /New | $1.92M | 1.1% |
| Alphabet Inc. | $1.90M | 1.1% |
| Exxon Mobil Corp | $1.63M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.