Marin Bay Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Marin Bay Wealth Advisors, LLC held in its portfolio 120 assets valued at $174,540,070 (i.e. $174.54M).
The most valuable assets in the portfolio included: ISHARES TR ($26.79M), APPLE INC ($11.47M), and ISHARES TR ($10.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 120 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Marin Bay Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 78123 | 26793541 | S&P 100 ETF |
| APPLE INC | 42177 | 11465594 | COM |
| ISHARES TR | 15334 | 10502897 | CORE S&P500 ETF |
| INVESCO QQQ TR | 15617 | 9595314 | UNIT SER 1 |
| SPDR GOLD TR | 17349 | 6875584 | GOLD SHS |
| SPDR S&P 500 ETF TR | 9692 | 6609346 | TR UNIT |
| NVIDIA CORPORATION | 34079 | 6355793 | COM |
| AMAZON COM INC | 23839 | 5502518 | COM |
| CHEVRON CORP NEW | 35634 | 5431040 | COM |
| MICROSOFT CORP | 8708 | 4210430 | COM |
| JPMORGAN CHASE & CO. | 11979 | 3860358 | COM |
| META PLATFORMS INC | 5643 | 3724469 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 6498 | 3266220 | CL B NEW |
| ISHARES TR | 14669 | 3110705 | S&P 500 VAL ETF |
| BROADCOM INC | 7821 | 2706245 | COM |
| VISA INC | 7536 | 2642898 | COM CL A |
| ISHARES TR | 21324 | 2562722 | CORE S&P SCP ETF |
| TESLA INC | 5360 | 2410496 | COM |
| ALPHABET INC | 7482 | 2341899 | CAP STK CL A |
| SPDR S&P MIDCAP 400 ETF TR | 3550 | 2141611 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 11987 | 2126245 | MCAP VL IDXVIP |
| WELLS FARGO CO NEW | 22794 | 2124412 | COM |
| COSTCO WHSL CORP NEW | 2225 | 1918879 | COM |
| ALPHABET INC | 6064 | 1902488 | CAP STK CL C |
| EXXON MOBIL CORP | 13578 | 1633790 | COM |
| MASTERCARD INCORPORATED | 2762 | 1576584 | CL A |
| VANGUARD INDEX FDS | 2667 | 1300729 | GROWTH ETF |
| ISHARES TR | 12611 | 1128163 | CORE MSCI EAFE |
| ISHARES TR | 7896 | 1081305 | RUS MD CP GR ETF |
| RTX CORPORATION | 5818 | 1067140 | COM |
| PALO ALTO NETWORKS INC | 5570 | 1025996 | COM |
| BANK AMERICA CORP | 18547 | 1020135 | COM |
| VERTIV HOLDINGS CO | 5929 | 960574 | COM CL A |
| ISHARES TR | 14489 | 956287 | CORE S&P MCP ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 10192 | 818400 | COM |
| ASML HOLDING N V | 722 | 772438 | N Y REGISTRY SHS |
| NETFLIX INC | 8228 | 771458 | COM |
| PALANTIR TECHNOLOGIES INC | 4213 | 748863 | CL A |
| CATERPILLAR INC | 1267 | 726213 | COM |
| MATSON INC | 5809 | 717801 | COM |
| ABBVIE INC | 3073 | 702148 | COM |
| EMCOR GROUP INC | 1143 | 699023 | COM |
| PARKER-HANNIFIN CORP | 774 | 679957 | COM |
| ORACLE CORP | 3344 | 651853 | COM |
| HOME DEPOT INC | 1821 | 626477 | COM |
| WALMART INC | 5382 | 599441 | COM |
| MCDONALDS CORP | 1959 | 598893 | COM |
| PEPSICO INC | 4133 | 593140 | COM |
| CISCO SYS INC | 7373 | 568018 | COM |
| ARISTA NETWORKS INC | 4006 | 524906 | COM SHS |
| JOHNSON & JOHNSON | 2536 | 524831 | COM |
| GOLDMAN SACHS GROUP INC | 592 | 520573 | COM |
| LAM RESEARCH CORP | 2963 | 507138 | COM NEW |
| SELECT SECTOR SPDR TR | 11755 | 501810 | STATE STREET UTI |
| VANGUARD WORLD FD | 2669 | 493766 | UTILITIES ETF |
| L3HARRIS TECHNOLOGIES INC | 1654 | 485397 | COM |
| BLACKSTONE INC | 3035 | 467821 | COM |
| BLACKROCK INC | 415 | 444009 | COM |
| UNITEDHEALTH GROUP INC | 1338 | 441662 | COM |
| PHILLIPS 66 | 3411 | 440078 | COM |
| ISHARES BITCOIN TRUST ETF | 8827 | 438261 | SHS BEN INT |
| VALERO ENERGY CORP | 2687 | 437342 | COM |
| ISHARES TR | 1769 | 435438 | RUSSELL 2000 ETF |
| ISHARES TR | 894 | 423124 | RUS 1000 GRW ETF |
| LOCKHEED MARTIN CORP | 818 | 395942 | COM |
| BOEING CO | 1810 | 393095 | COM |
| PROCTER AND GAMBLE CO | 2704 | 387348 | COM |
| NEXTERA ENERGY INC | 4795 | 384981 | COM |
| REDDIT INC | 1606 | 369171 | CL A |
| COCA COLA CO | 5216 | 364629 | COM |
| NORTHROP GRUMMAN CORP | 634 | 361652 | COM |
| FASTENAL CO | 8894 | 356916 | COM |
| QUALCOMM INC | 2059 | 352110 | COM |
| ELI LILLY & CO | 321 | 346054 | COM |
| VERIZON COMMUNICATIONS INC | 8079 | 329086 | COM |
| ROBINHOOD MKTS INC | 2902 | 328220 | COM CL A |
| PRIMERICA INC | 1267 | 327342 | COM |
| NEBIUS GROUP N.V. | 3806 | 318582 | SHS CLASS A |
| ACCENTURE PLC IRELAND | 1178 | 316057 | SHS CLASS A |
| GE VERNOVA INC | 481 | 314380 | COM |
| LOWES COS INC | 1297 | 312960 | COM |
| WASTE MGMT INC DEL | 1390 | 305462 | COM |
| ADVANCED MICRO DEVICES INC | 1421 | 304321 | COM |
| EATON CORP PLC | 948 | 301947 | SHS |
| LEIDOS HOLDINGS INC | 1634 | 294711 | COM |
| EMERSON ELEC CO | 2176 | 288875 | COM |
| MCKESSON CORP | 350 | 287118 | COM |
| CROWDSTRIKE HLDGS INC | 611 | 286414 | CL A |
| VANGUARD INDEX FDS | 987 | 286240 | MID CAP ETF |
| SIMPSON MFG INC | 1739 | 280796 | COM |
| GETTY RLTY CORP NEW | 10055 | 275205 | COM |
| SELECT SECTOR SPDR TR | 1856 | 267124 | STATE STREET TEC |
| ISHARES TR | 713 | 266409 | RUS 1000 ETF |
| SALESFORCE INC | 997 | 264235 | COM |
| NEWMARKET CORP | 384 | 263514 | COM |
| FIRST HAWAIIAN INC | 10380 | 262604 | COM |
| VANGUARD WORLD FD | 338 | 254777 | INF TECH ETF |
| FTI CONSULTING INC | 1484 | 253512 | COM |
| STERLING INFRASTRUCTURE INC | 795 | 243453 | COM |
| WATTS WATER TECHNOLOGIES INC | 874 | 241241 | CL A |
| MERCK & CO INC | 2244 | 236142 | COM |
| ENTERGY CORP NEW | 2533 | 234167 | COM |
| AUTOMATIC DATA PROCESSING IN | 876 | 225339 | COM |
| TORO CO | 2841 | 223664 | COM |
| VANGUARD INDEX FDS | 355 | 222349 | S&P 500 ETF SHS |
| WASTE CONNECTIONS INC | 1245 | 218321 | COM |
| DUKE ENERGY CORP NEW | 1826 | 214025 | COM NEW |
| SHELL PLC | 2889 | 212289 | SPON ADS |
| AMPHENOL CORP NEW | 1565 | 211494 | CL A |
| HOWMET AEROSPACE INC | 1029 | 210966 | COM |
| NOVO-NORDISK A S | 4110 | 209117 | ADR |
| ILLINOIS TOOL WKS INC | 839 | 206796 | COM |
| OREILLY AUTOMOTIVE INC | 2256 | 205769 | COM |
| ACUSHNET HLDGS CORP | 2564 | 204659 | COM |
| NORFOLK SOUTHN CORP | 705 | 203455 | COM |
| TRANE TECHNOLOGIES PLC | 522 | 203162 | SHS |
| PFIZER INC | 8141 | 202702 | COM |
| APPLOVIN CORP | 300 | 202146 | COM CL A |
| APPLIED MATLS INC | 783 | 201229 | COM |
| CANAAN INC | 19000 | 13110 | SPONSORED ADS |
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