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CIK: 0001600052
Total reported value
$586.7M
$586.7M
95 檔
46.5%
During the Q2 2024 filing period, Peninsula Wealth, LLC (CIK: 0001600052) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $586.7M across 95 reported positions.
During Q2 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 | 11.88% | — | -0.00% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.64% | — | +50.29% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 10.21% | — | -22.39% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.34% | — | +41.88% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 8.94% | — | -0.17% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 7.33% | — | -24.56% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.13% | — | +840.35% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.81% | — | +152.48% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.61% | — | +22.79% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.21% | — | +0.51% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.08% | — | +34.30% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.94% | — | -11.95% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.81% | — | -56.13% | |
| 14 | JIG | Jpmorgan International Growt | ETF-Other | 1.64% | — | +59.48% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | — | -38.19% | |
| 16 | IVLU | Ishares Msci International V | ETF-Other | 1.45% | — | +4.61% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.38% | — | +117.52% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.26% | — | +170.12% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.24% | — | +36.69% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.97% | — | -54.79% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | — | -0.28% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.75% | — | -24.55% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.70% | — | — | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | — | +107.86% | |
| 25 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.57% | — | +8.19% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | +492.01% | |
| 27 | SNPS | Synopsys Inc | Stock-Tech | 0.48% | — | -0.43% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.47% | — | +41.40% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.45% | — | +0.37% | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.36% | — | -13.52% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | — | -2.06% | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.33% | — | -5.81% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | — | -58.33% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | — | +0.83% | |
| 35 | CMF | Ishares California Muni Bond | ETF-Other | 0.31% | — | +88.59% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | +8.39% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | — | +1.04% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | — | +2.28% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | — | +0.08% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | +0.30% | |
| 41 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.24% | — | -12.74% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | — | +45.37% | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.23% | — | +36.20% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | — | +0.29% | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.22% | — | -35.14% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.21% | — | -21.44% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | — | +1.31% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.20% | — | — | |
| 49 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.20% | — | -0.12% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.20% | — | -3.15% |
According to official SEC Form 13F filings, Peninsula Wealth, LLC reported a total U.S. public equity portfolio value of $586.7M across 95 disclosed positions in Q2 2024.
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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, IVW, VUG) accounted for 46.5% of total reported equity market value during Q2 2024.
During Q2 2024, Peninsula Wealth, LLC's top holdings by market value included SNOW (11.9%)、IVW (10.6%)、VUG (10.2%). The largest single position, SNOW, represented 11.9% of total portfolio value.
In Q2 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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