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CIK: 0001600052
Total reported value
$586.7M
$586.7M
93 檔
45.5%
In Q1 2024, Peninsula Wealth, LLC's U.S. equity holdings reached a combined market value of $586.7M, distributed across 93 disclosed stock positions.
During Q1 2024, Peninsula Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNOW | Snowflake Inc | Stock-Tech | 15.09% | — | -0.11% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.51% | — | -20.61% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.28% | — | -20.18% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 8.29% | — | +0.21% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.06% | — | +48.32% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.66% | — | +69.88% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.29% | — | -27.58% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.28% | — | -0.13% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.85% | — | -25.02% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.31% | — | -17.13% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.10% | — | -25.54% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.03% | — | +23.39% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.74% | — | -15.46% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | — | +963.04% | |
| 15 | IVLU | Ishares Msci International V | ETF-Other | 1.46% | — | +115.53% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.11% | — | +174.53% | |
| 17 | JIG | Jpmorgan International Growt | ETF-Other | 1.03% | — | +110.09% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | — | -29.62% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.97% | — | +19.72% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | — | +0.48% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | — | -2.79% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.67% | — | — | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.57% | — | -7.36% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.50% | — | -0.29% | |
| 25 | SNPS | Synopsys Inc | Stock-Tech | 0.48% | — | -0.12% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.45% | — | +0.23% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.44% | — | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | -0.90% | |
| 29 | DFIC | Dimensional International Co | ETF-Other | 0.36% | — | -3.66% | |
| 30 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.36% | — | — | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.35% | — | +12.36% | |
| 32 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.35% | — | +2.07% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.33% | — | — | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.29% | — | -0.04% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | — | -2.91% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.27% | — | -13.64% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.26% | — | -33.14% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | — | — | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.26% | — | -16.88% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | — | +1.16% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | +0.43% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | — | -27.22% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | — | +0.26% | |
| 44 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.23% | — | -0.02% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.22% | — | -16.43% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | — | -7.83% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | — | -2.68% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.18% | — | +11.17% | |
| 49 | CMF | Ishares California Muni Bond | ETF-Other | 0.17% | — | -28.19% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.17% | — | -14.58% |
According to official SEC Form 13F filings, Peninsula Wealth, LLC reported a total U.S. public equity portfolio value of $586.7M across 93 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SNOW, VUG, VTV) accounted for 45.5% of total reported equity market value during Q1 2024.
During Q1 2024, Peninsula Wealth, LLC's top holdings by market value included SNOW (15.1%)、VUG (12.5%)、VTV (10.3%). The largest single position, SNOW, represented 15.1% of total portfolio value.
In Q1 2024, Peninsula Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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