Peninsula Wealth, LLC - Portfolio overview

Peninsula Wealth, LLC has 105 reported holdings in this dataset, with the latest filing dated 2025-02-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SNOW - SNOWFLAKE INC, 12.31%
2. IVW - ISHARES TR, 11.23%
3. ORCL - ORACLE CORP, 10.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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