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Marin Bay Wealth Advisors, LLC

Q1 2026 13F Holdings

  • Location
    san anselmo, CA
  • Num holdings

    127

  • Value ($000)

    $166,277

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002109834
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
O
OEF

ISHARES TR

S&P 100 ETF
464287101
$24.33M
15 %

76,486

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$9.31M
6 %

93,030

A
AAPL

APPLE INC

COM
037833100
$9.04M
5 %

37,038

C
CHV

CHEVRON CORPORATION

COM
166764100
$8.04M
5 %

39,865

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$7.76M
5 %

13,452

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$7.12M
4 %

16,544

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$5.92M
4 %

136,904

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.5M
3 %

32,209

A
AMZN

AMAZON COM INC

COM
023135106
$4.73M
3 %

24,722

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$3.51M
2 %

13,399

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