Marin Bay Wealth Advisors, LLC
All 13F Filings
- Location
- San Anselmo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 186,049
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 129 | 186,049 | 13F-HR/A - RESTATEMENT | Marin Bay Wealth Advisors, LLC |
| Q2 2026 | 8/5/2026 | 134 | 379,200 | 13F-HR | Marin Bay Wealth Advisors, LLC |
| Q1 2026 | 5/11/2026 | 127 | 166,277 | 13F-HR | Marin Bay Wealth Advisors, LLC |
| Q4 2025 | 2/17/2026 | 120 | 174,540 | 13F-HR | Marin Bay Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 99.96 K | 53.7% | 11.22 K | 0 | 11.22 K |
| ETFs | 86.09 K | 46.3% | 8.575 K | 0 | 8.575 K |
| Debt | 0 | 0.0% | 0 | 22 | -22 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
186,049
Holdings
129
QoQ value change ($000)
19,772
(11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.