Marin Bay Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    san anselmo, CA
  • CIK
    0002109834
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

127

$166.28M
OEF, IVV, AAPL, CHV
13F-HR
May 11, 2026
000117266126001666

120

$174.54M
OEF, AAPL, IVV, NDQ
13F-HR
Feb 17, 2026
000117266126001025
Marin Bay Wealth Advisors, Llc 13F Filings