Marin Bay Wealth Advisors, LLC

Q4 2025 13F Holdings

  • Location
    san anselmo, CA
  • Num holdings

    120

  • Value ($000)

    $174,540

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
OEF

ISHARES TR

S&P 100 ETF
$26.79M
15 %

78,123

AAPL

APPLE INC

COM
$11.47M
7 %

42,177

IVV

ISHARES TR

CORE S&P500 ETF
$10.5M
6 %

15,334

NDQ

INVESCO QQQ TR

UNIT SER 1
$9.6M
6 %

15,617

GQ9

SPDR GOLD TR

GOLD SHS
$6.88M
4 %

17,349

SPY

SPDR S&P 500 ETF TR

TR UNIT
$6.61M
4 %

9,692

NVDA

NVIDIA CORPORATION

COM
$6.36M
4 %

34,079

AMZN

AMAZON COM INC

COM
$5.5M
3 %

23,839

CHV

CHEVRON CORP NEW

COM
$5.43M
3 %

35,634

MSFT

MICROSOFT CORP

COM
$4.21M
2 %

8,708

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