Marin Bay Wealth Advisors, LLC - Portfolio overview

Marin Bay Wealth Advisors, LLC has 127 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. OEF - ISHARES TR, 14.63%
2. IVV - ISHARES TR, 5.60%
3. AAPL - APPLE INC, 5.43%

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

Explore securities or join Upside Invest to compare portfolios.