Marin Bay Wealth Advisors, LLC
All 13F Filings
- Location
- San Anselmo, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 192,254
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 131 | 192,254 | 13F-HR | Marin Bay Wealth Advisors, LLC |
| 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 | 105.9 K | 55.1% | 5.926 K | 0 | 5.926 K |
| ETFs | 86.37 K | 44.9% | 279 | 0 | 279 |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
192,254
Holdings
131
QoQ value change ($000)
6,205
(3.3%)
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.