Marin Bay Wealth Advisors, LLC — 13F holdings
Marin Bay Wealth Advisors, LLC reported 129 holdings worth $186M in its 13F filing for Q2 2026, filed August 10, 2026.
Largest positions
- OEF ISHARES TR — $28.0M (15.1%)
- IVV ISHARES TR — $10.7M (5.7%)
- AAPL APPLE INC — $10.6M (5.7%)
- QQQ Invesco Qqq Tr — $9.77M (5.3%)
- CVX CHEVRON CORP NEW — $6.33M (3.4%)
- NVDA NVIDIA CORPORATION — $6.19M (3.3%)
- GLD SPDR GOLD TR — $6.13M (3.3%)
- SPY SPDR S&P 500 ETF TR — $5.92M (3.2%)
- AMZN AMAZON COM INC — $5.38M (2.9%)
- JPM JPMorgan Chase & Co. — $3.92M (2.1%)