Institutions / Marin Bay Wealth Advisors, LLC / Holdings
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Marin Bay Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

120 positions

CompanyClassValueShares% of portfolio
JOHNSON & JOHNSON—$524.8K2,5360.3%
THE GOLDMAN SACHS GROUP, INC.—$520.6K5920.3%
LAM RESEARCH CORP—$507.1K2,9630.3%
SELECT SECTOR SPDR TR—$501.8K11,7550.3%
VANGUARD WORLD FD—$493.8K2,6690.3%
L3HARRIS TECHNOLOGIES, INC. /DE—$485.4K1,6540.3%
Blackstone Inc—$467.8K3,0350.3%
BlackRock, Inc.—$444.0K4150.3%
UNITEDHEALTH GROUP INC—$441.7K1,3380.3%
Phillips 66—$440.1K3,4110.3%
ISHARES BITCOIN TRUST ETF—$438.3K8,8270.3%
Valero Energy Corp—$437.3K2,6870.3%
ISHARES TR—$435.4K1,7690.2%
ISHARES TR—$423.1K8940.2%
LOCKHEED MARTIN CORP—$395.9K8180.2%
The Boeing Company—$393.1K1,8100.2%
PROCTER & GAMBLE Co—$387.3K2,7040.2%
NEXTERA ENERGY INC—$385.0K4,7950.2%
Reddit, Inc.—$369.2K1,6060.2%
COCA COLA CO—$364.6K5,2160.2%
Northrop Grumman Corp—$361.7K6340.2%
Fastenal Co—$356.9K8,8940.2%
QUALCOMM INC/DE—$352.1K2,0590.2%
ELI LILLY & Co—$346.1K3210.2%
VERIZON COMMUNICATIONS INC—$329.1K8,0790.2%
Robinhood Markets, Inc.—$328.2K2,9020.2%
Primerica, Inc.—$327.3K1,2670.2%
Nebius Group N.V.—$318.6K3,8060.2%
Accenture plc—$316.1K1,1780.2%
GE Vernova Inc.—$314.4K4810.2%
LOWES COMPANIES INC—$313.0K1,2970.2%
WASTE MANAGEMENT INC—$305.5K1,3900.2%
ADVANCED MICRO DEVICES INC—$304.3K1,4210.2%
Eaton Corp plc—$301.9K9480.2%
Leidos Holdings Inc—$294.7K1,6340.2%
EMERSON ELECTRIC CO—$288.9K2,1760.2%
MCKESSON CORP—$287.1K3500.2%
CrowdStrike Holdings, Inc.—$286.4K6110.2%
VANGUARD INDEX FDS—$286.2K9870.2%
Simpson Manufacturing Co., Inc.—$280.8K1,7390.2%
Getty Realty Corp—$275.2K10,0550.2%
SELECT SECTOR SPDR TR—$267.1K1,8560.2%
ISHARES TR—$266.4K7130.2%
Salesforce Inc—$264.2K9970.2%
NEWMARKET CORP—$263.5K3840.2%
FIRST HAWAIIAN, INC.—$262.6K10,3800.2%
VANGUARD WORLD FD—$254.8K3380.1%
FTI CONSULTING, INC—$253.5K1,4840.1%
STERLING INFRASTRUCTURE, INC.—$243.5K7950.1%
WATTS WATER TECHNOLOGIES, INC.—$241.2K8740.1%
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