Napa Wealth Management Portfolio Holdings

Napa Wealth Management has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $9.32B, Wisdomtree Floating Rate Treas with a value of $8.83B, Spdr Bloomberg 3 12 Month T Bi with a value of $8B, Simplify Exch Traded Fds Simpl with a value of $7.05B, and Ea Series Trust with a value of $6.37B.

Examining the 13F form we can see an increase of $31.4B in the current position value, from $178B to 209B.

Napa Wealth Management is based out at Napa, CA

Below you can find more details about Napa Wealth Management portfolio as well as his latest detailed transactions.