StockDriftsStockDriftsTop 50 Marin Bay Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | 15.07% | 76.6K | $28.0M | +0.16%(+126) | $337.90(+13.31%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.73% | 14.2K | $10.7M | -84.70%(-78.79K) | $670.40(+15.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.7% | 36.6K | $10.6M | -1.10%(-408) | $263.24(+16.50%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.25% | 13.3K | $9.8M | -1.37%(-184) | $607.34(+18.68%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 3.4% | 38.2K | $6.3M | -4.20%(-1.67K) | $156.59(+24.49%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.33% | 30.9K | $6.2M | -3.94%(-1.27K) | $186.54(+18.18%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.29% | 16.6K | $6.1M | +0.54%(+90) | $375.97(+7.34%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.18% | 7.9K | $5.9M | -94.21%(-128.98K) | $666.69(+16.03%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.89% | 22.6K | $5.4M | -8.73%(-2.16K) | $224.99(+22.20%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.11% | 12.0K | $3.9M | -10.52%(-1.41K) | $317.70(+13.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.93% |
Marin Bay Wealth Advisors, LLC reports $186.05M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are OEF (15.1%), IVV (5.7%) and AAPL (5.7%). The top 20 holdings account for 64.93% of reported assets. Its disclosed equity book has returned +5.14% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marin Bay Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109834). View Marin Bay Wealth Advisors, LLC’s 13F filings on SEC