Peninsula Wealth, LLC — 13F holdings

Peninsula Wealth, LLC reported 105 holdings worth $587M in its 13F filing for Q4 2024, filed February 13, 2025.

Largest positions

  1. SNOW SNOWFLAKE INC — $72.2M (12.3%)
  2. IVW ISHARES TR — $65.9M (11.2%)
  3. ORCL ORACLE CORP — $64.0M (10.9%)
  4. VUG VANGUARD INDEX FDS — $56.5M (9.6%)
  5. IVE ISHARES TR — $53.4M (9.1%)
  6. VTV VANGUARD INDEX FDS — $39.1M (6.7%)
  7. NVDA NVIDIA CORPORATION — $23.0M (3.9%)
  8. QQQ Invesco Qqq Tr — $16.6M (2.8%)
  9. IVLU ISHARES TR — $13.6M (2.3%)
  10. AAPL APPLE INC — $13.2M (2.3%)