StockDriftsStockDriftsTop 50 Peninsula Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | 12.31% | 467.7K | $72.2M | -0.09%(-443) | — | 2024-12-31 | |
| IVW | ISHARES TR | 11.23% | 649.1K | $65.9M | +3.91%(+24.41K) | — | 2024-12-31 | |
| ORCL | ORACLE CORP | 10.9% | 383.8K | $64.0M | -6.47%(-26.55K) | — | 2024-12-31 | |
| VUG | VANGUARD INDEX FDS | 9.64% | 137.7K | $56.5M | -0.57%(-790) | — | 2024-12-31 | |
| IVE | ISHARES TR | 9.11% | 279.9K | $53.4M | +0.16%(+445) | — | 2024-12-31 | |
| VTV | VANGUARD INDEX FDS | 6.67% | 231.2K | $39.1M | -0.46%(-1.06K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 3.91% | 170.9K | $23.0M | -0.57%(-984) | — | 2024-12-31 | |
| QQQ | INVESCO QQQ TR | 2.83% | 32.5K | $16.6M | +0.67%(+215) | — | 2024-12-31 | |
| IVLU | ISHARES TR | 2.31% | 500.7K | $13.6M | +69.71%(+205.66K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 2.26% | 52.8K | $13.2M | +1.57%(+817) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Peninsula Wealth, Llc reports $586.68M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are SNOW (12.3%), IVW (11.2%) and ORCL (10.9%). Figures reflect the Q4 2024 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 Peninsula Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1600052). View Peninsula Wealth, Llc’s 13F filings on SEC