Marin Bay Wealth Advisors, LLC
Marin Bay Wealth Advisors, LLC reported 129 positions worth $186.0M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: OEF (15.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | OEF | SH | $28.0M | 15.07% | 76,612 | — | — | |
| ▸ 2 | IVV | SH | $10.7M | 5.73% | 14,237 | — | — | |
| ▸ 3 | AAPL | SH | $10.6M | 5.70% | 36,630 | — | — | |
| ▸ 4 | QQQ | SH | $9.8M | 5.25% | 13,268 | — | — | |
| ▸ 5 | CVX | SH | $6.3M | 3.40% | 38,191 | — | — | |
| ▸ 6 | NVDA | SH | $6.2M | 3.33% | 30,939 | — | — | |
| ▸ 7 | GLD | SH | $6.1M | 3.29% | 16,634 | — | — | |
| ▸ 8 | SPY | SH | $5.9M | 3.18% | 7,928 | — | — | |
| ▸ 9 | AMZN | SH | $5.4M | 2.89% | 22,564 | — | — | |
| ▸ 10 | JPM | SH | $3.9M | 2.11% | 11,990 | — | — |
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Frequently Asked Questions
What stocks does Marin Bay Wealth Advisors, LLC hold as of Q2 2026?
Marin Bay Wealth Advisors, LLC reported 129 positions worth $186.0M in its Q2 2026 13F filing. Largest positions: OEF (15.1%), IVV (5.7%), AAPL (5.7%), QQQ (5.3%) and CVX (3.4%).
What did Marin Bay Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Marin Bay Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.