Peninsula-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SNOW",
  null,
  "ABBV",
  "OBDC",
  "GOOGL",
  "TEAM",
  "AVGO",
  null,
  "DBEF",
  "GILD",
  "HD",
  null,
  "INTU",
  null,
  "ISRG",
  null,
  "EMXC",
  null,
  "META",
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "EFG",
  "ORCL",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "HPE",
  "PLTR",
  null,
  "PG",
  "IEFA",
  "RTX",
  "GLD",
  null,
  "SSNC",
  "SNPS",
  "UBER",
  "BIV",
  "VO",
  "VWO",
  "PRF",
  "VCIT",
  null,
  "VIG",
  "TSM",
  "IDCC",
  "AMZN",
  "IVE",
  null,
  "VUG",
  "VEA",
  null,
  "BNDX",
  "BSV",
  "VT",
  "VB",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WIT",
  "IUSG",
  null,
  null,
  "CRM",
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  "BAC",
  "BRK-B",
  null,
  "CSCO",
  "COST",
  null,
  null,
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-13
Total Holdings: 105
Total Value: 586682477
Accession Number: 0001085146-25-001267
Form Type: 13F-HR
CIK: peninsula-wealth
Manager Name: Peninsula-Wealth

Data Enrichment

75% identified

79 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

105 positions • $586.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:11.0K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$586.7M)

922042858

VWO|922042858

Shares:96.3K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$586.7M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:41.8K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$586.7M)

922908629

VO|922908629

Shares:13.6K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$586.7M)

464287200

IVV|464287200

Shares:5.1K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$586.7M)

25434V666

Shares:95.1K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$586.7M)

Tesla, Inc.

TSLA|88160R101

Shares:6.7K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$586.7M)

VISA INC.

V|92826C839

Shares:7.2K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$586.7M)

464288588

Shares:24.8K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$586.7M)

AMAZON COM INC

AMZN|023135106

Shares:10.0K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$586.7M)

SYNOPSYS INC

SNPS|871607107

Shares:4.2K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$586.7M)

464288356

Shares:35.2K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$586.7M)

25434V724

Shares:48.3K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$586.7M)

464289438

Shares:7.7K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$586.7M)

Meta Platforms, Inc.

META|30303M102

Shares:2.8K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$586.7M)

Alphabet Inc.

GOOG|02079K107

Shares:8.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$586.7M)

25434V799

Shares:60.5K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$586.7M)

Broadcom Inc.

AVGO|11135F101

Shares:6.7K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$586.7M)

464287804

IJR|464287804

Shares:12.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$586.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.2K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$586.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	11.0K	QoQ +2.96% (+315) YoY-	All Managers (Combined)	$4.6M	0.8% ($4.6M/$586.7M)	QoQ +4.29% (+$190.0K) YoY-
(VWOcusip922042858)	96.3K	QoQ -2.40% (-2.4K) YoY-	All Managers (Combined)	$4.2M	0.7% ($4.2M/$586.7M)	QoQ -9.31% (-$435.9K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	41.8K	QoQ -2.09% (-894) YoY-	All Managers (Combined)	$3.9M	0.7% ($3.9M/$586.7M)	QoQ +4.24% (-$157.3K) YoY-
(VOcusip922908629)	13.6K	QoQ +0.42% (-58) YoY-	All Managers (Combined)	$3.6M	0.6% ($3.6M/$586.7M)	QoQ -1.66% (-$60.5K) YoY-
(IVVcusip464287200)	5.1K	QoQ -7.11% (-394) YoY-	All Managers (Combined)	$3.0M	0.5% ($3.0M/$586.7M)	QoQ -6.54% (-$212.0K) YoY-
(cusip25434V666)✕	95.1K	QoQ +0.39% (-372) YoY-	All Managers (Combined)	$2.9M	0.5% ($2.9M/$586.7M)	QoQ -4.23% (-$126.2K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	6.7K	QoQ +4.26% (+273) YoY-	All Managers (Combined)	$2.7M	0.5% ($2.7M/$586.7M)	QoQ +90.23% (+$1.3M) YoY-
VISA INC.(Vcusip92826C839)	7.2K	QoQ +1.15% (+83) YoY-	All Managers (Combined)	$2.3M	0.4% ($2.3M/$586.7M)	QoQ +11.19% (+$230.4K) YoY-
(cusip464288588)✕	24.8K	QoQ -16.36% (-4.9K) YoY-	All Managers (Combined)	$2.3M	0.4% ($2.3M/$586.7M)	QoQ -18.89% (-$530.5K) YoY-
AMAZON COM INC(AMZNcusip023135106)	10.0K	QoQ +5.95% (+561) YoY-	All Managers (Combined)	$2.2M	0.4% ($2.2M/$586.7M)	QoQ +24.38% (+$429.2K) YoY-
SYNOPSYS INC(SNPScusip871607107)	4.2K	QoQ +0.47% (-20) YoY-	All Managers (Combined)	$2.1M	0.3% ($2.1M/$586.7M)	QoQ -2.72% (-$57.5K) YoY-
(cusip464288356)✕	35.2K	QoQ +2.70% (+926) YoY-	All Managers (Combined)	$2.0M	0.3% ($2.0M/$586.7M)	QoQ +1.79% (+$35.6K) YoY-
(cusip25434V724)✕	48.3K	QoQ +0.24% (-117) YoY-	All Managers (Combined)	$2.0M	0.3% ($2.0M/$586.7M)	QoQ -3.82% (-$78.6K) YoY-
(cusip464289438)✕	7.7K	QoQ -4.02% (-321) YoY-	All Managers (Combined)	$1.8M	0.3% ($1.8M/$586.7M)	QoQ +1.62% (-$28.7K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.8K	QoQ +3.56% (+96) YoY-	All Managers (Combined)	$1.6M	0.3% ($1.6M/$586.7M)	QoQ +5.10% (+$79.4K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	8.4K	QoQ +3.32% (+270) YoY-	All Managers (Combined)	$1.6M	0.3% ($1.6M/$586.7M)	QoQ +18.00% (+$243.9K) YoY-
(cusip25434V799)✕	60.5K	QoQ +0.70% (-424) YoY-	All Managers (Combined)	$1.6M	0.3% ($1.6M/$586.7M)	QoQ -5.37% (-$88.8K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	6.7K	QoQ +3.80% (+246) YoY-	All Managers (Combined)	$1.6M	0.3% ($1.6M/$586.7M)	QoQ +36.11% (+$412.9K) YoY-
(IJRcusip464287804)	12.9K	QoQ -2.54% (-337) YoY-	All Managers (Combined)	$1.5M	0.3% ($1.5M/$586.7M)	QoQ -5.41% (-$85.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.2K	QoQ +4.21% (+130) YoY-	All Managers (Combined)	$1.5M	0.2% ($1.5M/$586.7M)	QoQ +1.43% (+$20.6K) YoY-