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Showing Q4 2024 data
Peninsula Wealth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Peninsula Wealth, LLC
•CIK: 1600052•Filing: Q4 2024
**Peninsula Wealth, LLC** manages $587M across a diversified portfolio of 105 positions. The strategy exhibits significant allocations to technology and growth sectors, highlighted by the top holdings in SNOW ($72.2M), IVW ($65.9M), and ORCL ($64.0M). Further concentration is evident in core indices and mega-cap names, including VUG ($56.5M) and IVE ($53.4M). This structure suggests a tactical, large-cap growth orientation within the current market cycle.
Total AUM
$586.7M
QoQ Performance
+2.5%
Positions
66
Top 10 Concentration
71.2%
Latest Filing
Q4 2024
Top Holdings Allocation
SNOW
IVW
ORCL
VUG
IVE
VTV
SNOW12.3%
IVW11.2%
ORCL10.9%
VUG9.6%
IVE9.1%
VTV6.7%
NVDA3.9%
NDQ2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.9%
Technology19.3%
Consumer1.2%
Financial0.9%
Healthcare0.8%
ETF0.6%
Energy0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2024
+1 more exited positions
Changes from Q3 2024
NEW13 new positions
↑51 increased
↓30 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023