Marin Bay Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 2109834 · latest 13F-HR filed 2026-05-12

Marin Bay Wealth Advisors, LLC manages $166.3M in 13F-reported U.S. long-equity assets across 127 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are OEF (14.63%), IVV (5.60%), AAPL (5.43%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 21 new positions, exited 14, added to 39, and trimmed 41.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$166.3M

Long-equity book

Holdings

127

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+21 / −14 / ↑39 / ↓41

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHEVRON CORPORATION$2.6M +48.1%
  • VERTIV HOLDINGS CO$512.1K +53.3%
  • NETFLIX INC.$324.4K +42.1%
  • VERIZON COMMUNICATIONS INC$237.7K +72.2%
  • VALERO ENERGY CORP$230.0K +52.6%
Show all 39

Top Trims

  • ISHARES TR-$2.5M -9.2%
  • APPLE INC-$2.4M -21.2%
  • INVESCO QQQ TR-$1.8M -19.1%
  • MICROSOFT CORP-$1.4M -33.8%
  • META PLATFORMS INC-$1.2M -32.5%
Show all 41

New Positions

  • ISHARES TR$1.2M
  • VANGUARD WORLD FD$1.1M
  • INVESCO EXCHANGE TRADED FD T$998.4K
  • VANGUARD WORLD FD$651.8K
  • MICRON TECHNOLOGY INC$527.0K
Show all 21

Exited Positions

  • ISHARES BITCOIN TRUST ETF$438.3K
  • REDDIT INC$369.2K
  • QUALCOMM INC$352.1K
  • ROBINHOOD MKTS INC$328.2K
  • ACCENTURE PLC IRELAND$316.1K
Show all 14
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR OEF 464287101 $24.3M 14.63% 76,486 SH
2 ISHARES TR IVV 464287200 $9.3M 5.60% 93,030 SH
3 APPLE INC AAPL 037833100 $9.0M 5.43% 37,038 SH
4 CHEVRON CORPORATION CVX 166764100 $8.0M 4.84% 39,865 SH
5 INVESCO QQQ TR QQQ 46090E103 $7.8M 4.67% 13,452 SH
6 SPDR GOLD TR GLD 78463V107 $7.1M 4.28% 16,544 SH
7 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.9M 3.56% 136,904 SH
8 NVIDIA CORPORATION NVDA 67066G104 $5.5M 3.31% 32,209 SH
9 AMAZON COM INC AMZN 023135106 $4.7M 2.84% 24,722 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $3.5M 2.11% 13,399 SH
11 ISHARES TR IVE 464287408 $3.1M 1.85% 14,559 SH
12 MICROSOFT CORP MSFT 594918104 $2.8M 1.68% 8,913 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.7M 1.65% 6,789 SH
14 ISHARES TR IJR 464287804 $2.5M 1.52% 20,298 SH
15 META PLATFORMS INC META 30303M102 $2.5M 1.51% 5,411 SH
16 BROADCOM INC AVGO 11135F101 $2.5M 1.48% 7,948 SH
17 VISA INC V 92826C839 $2.2M 1.33% 7,324 SH
18 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $2.2M 1.32% 3,546 SH
19 ALPHABET INC GOOGL 02079K305 $2.2M 1.31% 7,584 SH
20 VANGUARD INDEX FDS VOE 922908512 $2.2M 1.31% 11,812 SH
21 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.1M 1.25% 3,489 SH
22 EXXON MOBIL CORP XOM 30231G102 $1.8M 1.10% 12,159 SH
23 ALPHABET INC GOOG 02079K107 $1.7M 1.02% 7,061 SH
24 TESLA INC TSLA 88160R101 $1.7M 1.02% 4,552 SH
25 WELLS FARGO & CO WFC 949746101 $1.7M 1.01% 21,003 SH
26 VERTIV HOLDINGS CO VRT 92537N108 $1.5M 0.89% 5,877 SH
27 MASTERCARD INCORPORATED MA 57636Q104 $1.2M 0.74% 4,429 SH
28 ISHARES TR IJS 464287879 $1.2M 0.74% 81,769 SH
29 VANGUARD INDEX FDS VUG 922908736 $1.2M 0.70% 2,669 SH
30 ISHARES TR IEFA 46432F842 $1.1M 0.69% 12,611 SH
31 VANGUARD WORLD FD MGK 921910816 $1.1M 0.66% 3,006 SH
32 NETFLIX INC. NFLX 64110L106 $1.1M 0.66% 12,130 SH
33 RTX CORPORATION RTX 75513E101 $1.1M 0.64% 5,506 SH
34 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $998.4K 0.60% 6,025 SH
35 ISHARES TR IJH 464287507 $984.6K 0.59% 14,580 SH
36 ASML HLDG NV ASML N07059210 $891.6K 0.54% 675 SH
37 CATERPILLAR INC CAT 149123101 $863.7K 0.52% 1,219 SH
38 EMCOR GROUP INC EME 29084Q100 $843.6K 0.51% 1,143 SH
39 PUBLIC SVC ENTERPRISE GROUP PEG 744573106 $825.9K 0.50% 10,203 SH
40 BANK AMERICA CORP BAC 060505104 $794.0K 0.48% 16,288 SH
41 PALO ALTO NETWORKS INC PANW 697435105 $778.5K 0.47% 4,856 SH
42 MATSON INC MATX 57686G105 $745.7K 0.45% 4,549 SH
43 WALMART INC WMT 931142103 $670.6K 0.40% 6,651 SH
44 VALERO ENERGY CORP VLO 91913Y100 $667.4K 0.40% 3,453 SH
45 VANGUARD WORLD FD MGV 921910840 $651.8K 0.39% 4,497 SH
46 MCDONALDS CORP MCD 580135101 $610.1K 0.37% 1,963 SH
47 PARKER-HANNIFIN CORP PH 701094104 $607.5K 0.37% 679 SH
48 ABBVIE INC ABBV 00287Y109 $606.7K 0.36% 2,789 SH
49 LAM RESEARCH CORP LRCX 512807306 $602.6K 0.36% 2,820 SH
50 PHILLIPS 66 PSX 718546104 $596.6K 0.36% 3,275 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $166.3M 127 0001172661-26-001666
2025-12-31 2026-02-17 $174.5M 120 0001172661-26-001025