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Peninsula Wealth

Latest statistics and disclosures from Peninsula Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SNOW, IVW, ORCL, VUG, IVE, and represent 53.19% of Peninsula Wealth's stock portfolio.
Added to shares of these 10 stocks: IVLU (+$5.6M), JIG, IEMG, IVW, JCPB, IWX, BINC, EFV, IUSG, SPEM.
Started 13 new stock positions in JCPB, ISRG, WIT, MTUM, IXUS, IDCC, HYDB, DIS, IWX, XLK. VT, IDEV, VWOB.
Reduced shares in these 10 stocks: IJH (-$5.4M), ORCL, EMXC, HEFA, IGSB, MBB, VUG, VEA, TLH, IVV.
Sold out of its positions in AMD, SPTL, XLE, VXUS, BLV, VTEB.
Peninsula Wealth was a net buyer of stock by $1.6M.
Peninsula Wealth has $587M in assets under management (AUM), dropping by 2.48%.
Central Index Key (CIK): 0001600052

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Portfolio Holdings for Peninsula Wealth

Peninsula Wealth holds 105 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Snowflake Cl A (SNOW)	12.3	$72M		468k	154.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	11.2	$66M	+3%	649k	101.53	View chart
Oracle Corporation (ORCL)	10.9	$64M	-6%	384k	166.64	View chart
Vanguard Index Fds Growth Etf (VUG)	9.6	$57M		138k	410.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	9.1	$53M		280k	190.88	View chart
Vanguard Index Fds Value Etf (VTV)	6.7	$39M		231k	169.30	View chart
NVIDIA Corporation (NVDA)	3.9	$23M		171k	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$17M		33k	511.23	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	2.3	$14M	+69%	501k	27.11	View chart
Apple (AAPL)	2.3	$13M		53k	250.42	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	2.1	$12M	+41%	196k	62.45	View chart
Ishares Msci Emrg Chn (EMXC)	1.8	$11M	-24%	191k	55.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$9.2M		131k	70.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$8.9M		37k	240.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$7.4M	-4%	155k	47.82	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$7.2M		159k	45.20	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.2	$7.1M	+6%	51k	139.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$6.7M	-44%	108k	62.31	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$6.5M	+7%	124k	52.47	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$6.3M	+73%	121k	52.22	View chart
Microsoft Corporation (MSFT)	0.8	$4.6M	+2%	11k	421.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$4.2M	-2%	96k	44.04	View chart
Gilead Sciences (GILD)	0.7	$3.9M	-2%	42k	92.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$3.6M		14k	264.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$3.0M	-7%	5.1k	588.73	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$2.9M		95k	30.03	View chart
Tesla Motors (TSLA)	0.5	$2.7M	+4%	6.7k	403.84	View chart
Visa Com Cl A (V)	0.4	$2.3M		7.2k	316.04	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$2.3M	-16%	25k	91.68	View chart
Amazon (AMZN)	0.4	$2.2M	+5%	10k	219.40	View chart
Synopsys (SNPS)	0.3	$2.1M		4.2k	485.36	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$2.0M	+2%	35k	57.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$2.0M		48k	40.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$1.8M	-4%	7.7k	235.27	View chart
Meta Platforms Cl A (META)	0.3	$1.6M	+3%	2.8k	585.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.6M	+3%	8.4k	190.43	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$1.6M		61k	25.84	View chart
Broadcom (AVGO)	0.3	$1.6M	+3%	6.7k	231.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.5M	-2%	13k	115.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	+4%	3.2k	453.28	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.4M	+43%	36k	38.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.3M		4.5k	289.78	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$1.3M	NEW	28k	46.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.3M		6.6k	195.83	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$1.3M		37k	33.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.2M	+4%	6.6k	189.31	View chart
Atlassian Corporation Cl A (TEAM)	0.2	$1.2M	-14%	5.1k	243.38	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.2M	+19%	13k	92.59	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$1.1M	+13%	28k	41.40	View chart
Intuit (INTU)	0.2	$1.1M		1.8k	628.67	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.1M	+98%	21k	52.02	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$1.0M	-71%	29k	34.75	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$996k	-20%	10k	99.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$916k	-19%	9.5k	96.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$837k	-2%	4.7k	178.09	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$777k	-4%	15k	51.25	View chart
Costco Wholesale Corporation (COST)	0.1	$749k		818.00	915.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$743k		11k	65.08	View chart
JPMorgan Chase & Co. (JPM)	0.1	$715k	+6%	3.0k	239.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$680k		1.7k	401.58	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$677k	-23%	3.2k	210.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$675k		1.3k	526.38	View chart
salesforce (CRM)	0.1	$631k	+2%	1.9k	334.35	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$628k	NEW	8.0k	79.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$619k		8.3k	74.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$568k	-52%	11k	51.70	View chart
Exxon Mobil Corporation (XOM)	0.1	$564k		5.2k	107.57	View chart
Cisco Systems (CSCO)	0.1	$559k	+5%	9.4k	59.20	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$558k		5.3k	105.48	View chart
Eli Lilly & Co. (LLY)	0.1	$506k	+8%	656.00	771.53	View chart
Pepsi (PEP)	0.1	$490k	-2%	3.2k	152.08	View chart
Palantir Technologies Cl A (PLTR)	0.1	$487k	+21%	6.4k	75.63	View chart
Ss&c Technologies Holding (SSNC)	0.1	$487k		6.4k	75.78	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$460k	+7%	2.3k	197.53	View chart
Uber Technologies (UBER)	0.1	$455k	-5%	7.5k	60.32	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$451k		9.2k	49.05	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$449k	-23%	4.8k	92.73	View chart
Wal-Mart Stores (WMT)	0.1	$404k	+7%	4.5k	90.36	View chart
Home Depot (HD)	0.1	$381k	+8%	978.00	389.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$380k		4.9k	77.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$367k		3.2k	115.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$365k		623.00	586.08	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$363k		9.0k	40.34	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$363k	NEW	5.6k	64.47	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$328k	NEW	5.2k	63.15	View chart
UnitedHealth (UNH)	0.1	$327k	+4%	647.00	506.01	View chart
Netflix (NFLX)	0.1	$319k	+7%	358.00	891.32	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$314k	-7%	2.0k	159.52	View chart
Procter & Gamble Company (PG)	0.1	$302k	+21%	1.8k	167.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$289k		3.6k	80.28	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$280k		4.0k	70.00	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$276k		18k	15.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$276k	NEW	4.2k	66.13	View chart
Hewlett Packard Enterprise (HPE)	0.0	$271k		13k	21.35	View chart
Abbvie (ABBV)	0.0	$242k	+4%	1.4k	177.74	View chart
InterDigital (IDCC)	0.0	$230k	NEW	1.2k	193.75	View chart
Intuitive Surgical Com New (ISRG)	0.0	$227k	NEW	435.00	521.96	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$223k	NEW	4.8k	47.01	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$221k	NEW	950.00	232.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$215k	NEW	1.0k	206.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$214k		884.00	242.13	View chart
Bank of America Corporation (BAC)	0.0	$207k	-2%	4.7k	43.95	View chart
Walt Disney Company (DIS)	0.0	$205k	NEW	1.8k	111.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$201k	NEW	1.7k	117.48	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$75k	NEW	21k	3.54	View chart

Past Filings by Peninsula Wealth

SEC 13F filings are viewable for Peninsula Wealth going back to 2018

Peninsula Wealth 2024 Q4 filed Feb. 13, 2025
Peninsula Wealth 2024 Q3 filed Nov. 14, 2024
Peninsula Wealth 2024 Q2 filed Aug. 13, 2024
Peninsula Wealth 2024 Q1 restated filed May 30, 2024
Peninsula Wealth 2024 Q1 filed May 8, 2024
Peninsula Wealth 2023 Q4 filed Feb. 14, 2024
Peninsula Wealth 2023 Q3 filed Nov. 13, 2023
Peninsula Wealth 2023 Q2 filed Aug. 14, 2023
Peninsula Wealth 2023 Q1 filed May 12, 2023
Peninsula Wealth 2022 Q4 filed Feb. 10, 2023
Peninsula Wealth 2022 Q3 filed Nov. 14, 2022
Peninsula Wealth 2022 Q2 filed Aug. 8, 2022
Peninsula Wealth 2022 Q1 filed May 6, 2022
Peninsula Wealth 2021 Q4 filed Feb. 4, 2022
Peninsula Wealth 2021 Q3 filed Nov. 9, 2021
Peninsula Wealth 2021 Q2 filed Aug. 13, 2021

View all past filings

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