Peninsula Wealth, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $581 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Snowflake Inc. with a value of $72.2M, Ishares S&P 500 Growth ETF with a value of $65.9M, Oracle Corp with a value of $64M, Vanguard Growth ETF with a value of $56.5M, and Ishares S&P 500 Value ETF with a value of $53.4M.
Examining the 13F form we can see an increase of $23.2M in the current position value, from $558M to 581M.
Peninsula Wealth, LLC is based out at San Francisco, CA
Below you can find more details about Peninsula Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$581 Million
ETFs: $372 Million
Technology: $185 Million
Healthcare: $5.84 Million
Financial Services: $5.59 Million
Consumer Cyclical: $5.27 Million
Communication Services: $5.25 Million
Consumer Defensive: $1.94 Million
Energy: $563,000
Other: $366,000
Stock Holdings Table Market Cap. of $200 Billions or more
