Marin Bay Wealth Advisors, LLC has recently filed its 13F-HR, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's asset management strategies and positions within the wealth management sector.

According to the filing, Marin Bay Wealth Advisors reported a total value of approximately $192.25 million across its investments. The report highlights the firm's focus on a diverse range of assets, including significant stakes in major companies like Apple Inc., Amazon.com Inc., and Alphabet Inc.

Background

Marin Bay Wealth Advisors, LLC, based in San Anselmo, California, is a registered investment advisor. The firm specializes in managing wealth for its clients, providing tailored financial solutions and investment strategies. The company operates under the SEC's oversight and is categorized as an "other" entity type.

Recent filings from Marin Bay Wealth Advisors include:

  • October 28, 2026 - 13F-HR
  • August 10, 2026 - 13F-HR/A
  • August 5, 2026 - 13F-HR
  • May 12, 2026 - 13F-HR
  • February 17, 2026 - 13F-HR

What the Filing Says

The latest filing indicates that Marin Bay Wealth Advisors holds a total of 131 positions in various companies. The firm has made substantial investments in technology and healthcare sectors, with notable positions in:

  • Apple Inc. - 36,486 shares valued at approximately $12.15 million
  • Amazon.com Inc. - 22,956 shares valued at approximately $5.72 million
  • Alphabet Inc. (Class A) - 8,722 shares valued at approximately $3.00 million

These figures reflect Marin Bay's strategic focus on well-established companies within the tech industry, which continues to be a driving force in the market.

Impact

The filing may affect various stakeholders, including clients of Marin Bay Wealth Advisors who rely on the firm's investment strategies for wealth management. Additionally, the report provides insights for competitors in the wealth management industry, highlighting Marin Bay's positioning and investment choices.

What's Next

The filing does not specify what happens next regarding Marin Bay's investment strategies or any upcoming changes in management or operations.

This filing, accession number 0001172661-26-004736, is part of Marin Bay Wealth Advisors' ongoing commitment to transparency and compliance within the wealth management sector.