DOSSIER · 13F-HR · Q2 2026

Marin Bay Wealth Advisors, LLC

$186M in tracked AUM across 129 positions as of Q2 2026.

MB
CIK 0002109834 · last filed Jun 30, 2026
Total AUM
$186M
as of Q2 2026
Holdings
129
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Marin Bay Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
OEF
ISHARES TR
$28M77K15.1%
02
IVV
ISHARES TR
$11M14K5.7%
03
AAPL
APPLE INC
$11M37K5.7%
04
QQQ
INVESCO QQQ TR
$10M13K5.3%
05
CVX
CHEVRON CORPORATION
$6M38K3.4%
06
NVDA
NVIDIA CORPORATION
$6M31K3.3%
07
GLD
SPDR GOLD TR
$6M17K3.3%
08
SPY
STATE STR SPDR S&P 500 ETF T
$6M8K3.2%
09
AMZN
AMAZON COM INC
$5M23K2.9%
10
JPM
JPMORGAN CHASE & CO
$4M12K2.1%

Filing history

2026Q2Jun 30
$186M 11.9%
129 positionsView →
2026Q1Mar 31
$166M 4.7%
127 positionsView →
2025Q4Dec 31
$175M
120 positionsView →