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Manuka Financial

Latest statistics and disclosures from Manuka Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VXUS, NVDA, VUG, VEA, and represent 55.55% of Manuka Financial's stock portfolio.
Added to shares of these 10 stocks: VXUS, VTES, VTI, VTEB, NFLX, VEA, AAPL, JPM, SCHG, VWO.
Started 1 new stock position in VTES.
Reduced shares in these 10 stocks: ITOT, IXUS, BSV, BIV, VOO, VUG, , VV, MSFT, ADSK.
Sold out of its positions in CSGP, ITOT.
Manuka Financial was a net seller of stock by $-2.5M.
Manuka Financial has $161M in assets under management (AUM), dropping by 0.17%.
Central Index Key (CIK): 0002049064

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Portfolio Holdings for Manuka Financial

Manuka Financial holds 57 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	22.8	$37M		110k	335.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	16.2	$26M	+2%	346k	75.44	View chart
NVIDIA Corporation (NVDA)	8.6	$14M		74k	186.50	View chart
Vanguard Index Fds Growth Etf (VUG)	4.0	$6.4M	-5%	13k	487.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$6.3M	+3%	101k	62.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.6	$5.8M		120k	48.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.6	$5.8M		78k	74.07	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$5.5M		29k	190.99	View chart
Ishares Tr Core Msci Total (IXUS)	3.4	$5.5M	-13%	65k	84.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.3	$5.3M	-7%	68k	78.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.0	$4.9M		99k	49.46	View chart
Exxon Mobil Corporation (XOM)	2.8	$4.4M		37k	120.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$3.1M		57k	53.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.7	$2.7M	-13%	35k	77.88	View chart
Capital One Financial (COF)	1.4	$2.3M		9.3k	242.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$2.1M	+17%	42k	50.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.9M	-16%	3.0k	627.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.8M		7.1k	257.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$1.5M	-12%	4.8k	314.80	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$1.4M		10k	141.06	View chart
Apple (AAPL)	0.6	$949k	+26%	3.5k	271.86	View chart
Microsoft Corporation (MSFT)	0.6	$928k	-11%	1.9k	483.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$927k		1.4k	681.90	View chart
Amazon (AMZN)	0.5	$868k	-8%	3.8k	230.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$865k		36k	24.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$825k		2.7k	303.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$791k		1.2k	685.21	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.5	$786k		10k	75.47	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$779k		9.4k	82.48	View chart
Carpenter Technology Corporation (CRS)	0.4	$683k		2.2k	314.84	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$623k	NEW	6.1k	101.57	View chart
Oracle Corporation (ORCL)	0.4	$581k	+2%	3.0k	194.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$508k		3.5k	143.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$504k	+4%	2.4k	211.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$425k		691.00	614.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$400k		4.0k	99.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$397k		4.4k	89.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$390k		5.3k	73.56	View chart
Uber Technologies (UBER)	0.2	$388k		4.7k	81.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$373k	+26%	11k	32.62	View chart
Micron Technology (MU)	0.2	$355k	+2%	1.2k	285.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$340k		1.6k	209.16	View chart
Charles Schwab Corporation (SCHW)	0.2	$304k		3.0k	99.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$301k	+13%	958.00	313.80	View chart
JPMorgan Chase & Co. (JPM)	0.2	$296k	+41%	918.00	322.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$281k		6.2k	45.21	View chart
Netflix (NFLX)	0.2	$277k	+697%	3.0k	93.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$276k	+5%	549.00	502.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$255k		1.0k	246.13	View chart
Autodesk (ADSK)	0.1	$235k	-26%	793.00	296.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$225k		1.1k	210.34	View chart
Costco Wholesale Corporation (COST)	0.1	$224k	-15%	260.00	861.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$218k		1.5k	141.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$213k		4.8k	44.41	View chart
Lowe's Companies (LOW)	0.1	$211k	-8%	875.00	241.16	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$209k		4.6k	45.53	View chart
Union Pacific Corporation (UNP)	0.1	$204k		884.00	231.23	View chart

Past Filings by Manuka Financial

SEC 13F filings are viewable for Manuka Financial going back to 2024

Manuka Financial 2025 Q4 filed Jan. 28, 2026
Manuka Financial 2025 Q3 filed Nov. 10, 2025
Manuka Financial 2025 Q2 filed July 31, 2025
Manuka Financial 2025 Q1 filed May 1, 2025
Manuka Financial 2024 Q4 filed Jan. 24, 2025

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