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Portfolio (Quarterly) Guide ↗

Marin Bay Wealth Advisors, LLC

· CIK 0002109834
13F Portfolio $166M AUM 127 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 42 Added 45 Reduced 14 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJS ISHARES TR 81,769.0 $1.2M 0.74% NEW $15.07 +805.7%
2 MGK VANGUARD WORLD FD 3,006.0 $1.1M 0.66% NEW $367.41 -76.1%
3 PPA INVESCO EXCHANGE TRADED FD T 6,025.0 $998K 0.60% NEW $165.71 +7.1%
4 MGV VANGUARD WORLD FD 4,497.0 $652K 0.39% NEW $144.95 +12.2%
5 MU MICRON TECHNOLOGY INC Technology 1,560.0 $527K 0.32% NEW $337.84 +205.6%
6 XAR SPDR SERIES TRUST 1,856.0 $471K 0.28% NEW $253.95 +12.3%
7 IXN ISHARES TR 3,698.0 $370K 0.22% NEW $99.98 +39.9%
8 VT VANGUARD INTL EQUITY INDEX F 2,461.0 $340K 0.20% NEW $138.34 +12.9%
9 IJT ISHARES TR 1,967.0 $285K 0.17% NEW $144.68 +22.5%
10 SLV ISHARES SILVER TR Financial Services 3,735.0 $255K 0.15% NEW $68.14 -21.4%
11 COWZ PACER FDS TR 3,898.0 $244K 0.15% NEW $62.56 +0.3%
12 ALB ALBEMARLE CORP Basic Materials 1,762.0 $227K 0.14% NEW $128.67 +5.8%
13 RBC RBC BEARINGS INC Industrials 402.0 $218K 0.13% NEW $543.12 +14.2%
14 GD GENERAL DYNAMICS CORP Industrials 604.0 $207K 0.12% NEW $343.14 +5.7%
15 BLW BLACKROCK LTD DURATION INCOM Financial Services 16,200.0 $204K 0.12% NEW $12.59 -1.0%
16 MTUM ISHARES TR 846.0 $203K 0.12% NEW $240.02 +36.7%
17 VWO VANGUARD INTL EQUITY INDEX F 15,305.0 $171K 0.10% NEW $11.18 +429.5%
18 VEA VANGUARD TAX-MANAGED FDS 45,116.0 $60K 0.04% NEW $1.33 +5195.9%
19 BSV VANGUARD BD INDEX FDS 21,663.0 $22K 0.01% NEW $1.00 +7662.0%
20 TIP ISHARES TR 12,525.0 $13K 0.01% NEW $1.00 +10717.0%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.9%
Technology 23.2%
Industrials 10.8%
Energy 10.6%
Consumer Cyclical 7.5%
Communication Services 7.5%
Consumer Defensive 3.8%
Healthcare 2.3%
Utilities 1.8%
Basic Materials 0.4%