Marin Bay Wealth Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$166.3M
Q ending 2026-03-31
Prior quarter
$174.5M
Q ending 2025-12-31
Change
-4.7% QoQ
Positions
127
reported holdings

Largest positions

Top 100 of 127 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrOEFShares$24.3M76K
Ishares TrIVVShares$9.3M93K
Apple IncAAPLShares$9.0M37K
Chevron CorporationCVXShares$8.0M40K
Invesco Qqq TrQQQShares$7.8M13K
Spdr Gold TrGLDShares$7.1M17K
State Str Spdr S&P 500 Etf TSPYShares$5.9M137K
Nvidia CorporationNVDAShares$5.5M32K
Amazon Com IncAMZNShares$4.7M25K
Jpmorgan Chase & CoJPMShares$3.5M13K
Ishares TrIVEShares$3.1M15K
Microsoft CorpMSFTShares$2.8M9K
Berkshire Hathaway Inc DelBRK/BShares$2.7M7K
Ishares TrIJRShares$2.5M20K
Meta Platforms IncMETAShares$2.5M5K
Broadcom IncAVGOShares$2.5M8K
Visa IncVShares$2.2M7K
State Str Spdr S&P Midcap 40MDYShares$2.2M4K
Alphabet IncGOOGLShares$2.2M8K
Vanguard Index FdsVOEShares$2.2M12K
Costco Wholesale CorporationCOSTShares$2.1M3K
Exxon Mobil CorpXOMShares$1.8M12K
Alphabet IncGOOGShares$1.7M7K
Tesla IncTSLAShares$1.7M5K
Wells Fargo & CoWFCShares$1.7M21K
Vertiv Holdings CoVRTShares$1.5M6K
Mastercard IncorporatedMAShares$1.2M4K
Ishares TrIJSShares$1.2M82K
Vanguard Index FdsVUGShares$1.2M3K
Ishares TrIEFAShares$1.1M13K
Vanguard World FdMGKShares$1.1M3K
Netflix Inc.NFLXShares$1.1M12K
Rtx CorporationRTXShares$1.1M6K
Invesco Exchange Traded Fd TPPAShares$998K6K
Ishares TrIJHShares$985K15K
Asml Hldg NvShares$892K675
Caterpillar IncCATShares$864K1K
Emcor Group IncEMEShares$844K1K
Public Svc Enterprise GroupPEGShares$826K10K
Bank America CorpBACShares$794K16K
Palo Alto Networks IncPANWShares$779K5K
Matson IncMATXShares$746K5K
Walmart IncWMTShares$671K7K
Valero Energy CorpVLOShares$667K3K
Vanguard World FdMGVShares$652K4K
Mcdonalds CorpMCDShares$610K2K
Parker-Hannifin CorpPHShares$608K679
Abbvie IncABBVShares$607K3K
Lam Research CorpLRCXShares$603K3K
Phillips 66PSXShares$597K3K
Goldman Sachs Group IncGSShares$592K700
Pepsico IncPEPShares$580K4K
Home Depot IncHDShares$567K3K
Verizon Communications IncVZShares$567K12K
Johnson & JohnsonJNJShares$560K3K
L3Harris Technologies IncLHXShares$560K2K
Select Sector Spdr TrXLUShares$543K12K
Cisco Sys IncCSCOShares$537K7K
Vanguard World FdVPUShares$531K3K
Micron Technology IncMUShares$527K2K
Ge Vernova IncGEVShares$515K590
Palantir Technologies IncPLTRShares$497K3K
Lockheed Martin CorpLMTShares$497K822
Spdr Series TrustXARShares$471K2K
Ishares TrIWMShares$456K18K
Oracle CorpORCLShares$455K3K
Northrop Grumman CorpNOCShares$433K635
Nebius Group N.V.Shares$430K4K
Nextera Energy IncNEEShares$428K6K
Arista Networks IncANETShares$416K3K
Fastenal CoFASTShares$408K9K
Coca Cola CoKOShares$394K6K
Vanguard Index FdsVOOShares$391K654
Blackrock IncBLKShares$384K400
Ishares TrIWFShares$382K895
Ishares TrIXNShares$370K4K
Procter & Gamble CoPGShares$366K4K
Ishares TrIWPShares$360K3K
Sterling Infrastructure IncSTRLShares$357K876
Blackstone IncBXShares$350K3K
Vanguard Intl Equity Index FVTShares$340K2K
Advanced Micro Devices IncAMDShares$338K2K
Waste Mgmt Inc DelWMShares$330K3K
Getty Rlty Corp NewGTYShares$320K10K
Lowes Cos IncLOWShares$307K1K
Mckesson CorpMCKShares$303K350
Eaton Corp PlcShares$298K833
Simpson Mfg IncSSDShares$288K2K
Emerson Elec CoEMRShares$286K2K
Ishares TrIJTShares$285K2K
Vanguard Index FdsVOShares$284K988
Eli Lilly & CoLLYShares$282K306
Shell PlcSHELShares$280K3K
Boeing CoBAShares$278K29K
Select Sector Spdr TrXLKShares$272K2K
Entergy Corp NewETRShares$271K2K
Fti Consulting IncFCNShares$262K1K
Toro CoTTCShares$261K3K
Howmet Aerospace IncHWMShares$259K1K
Applied Matls IncAMATShares$259K757

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.