Institutional filer · SEC 13F · Q1 2024
Peninsula Wealth, LLC
The reported 13F portfolio of Peninsula Wealth, LLC (CIK 1600052) - top holdings, how concentrated the book is, and what changed last quarter.
- $501.3M
- Reported book
- 93
- Positions
- #105
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Peninsula Wealth, LLC ranks #105 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $501.3M across 93 positions, a concentrated portfolio led by a few core positions.
- $501.3M
- reported 13F value
- 93
- disclosed positions
- 15.1%
- in SNOWFLAKE INC
- #105
- of 360 filers
Top-5 share 53.2% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Peninsula Wealth, LLC ranks #105 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Peninsula Wealth, LLC sits by disclosed position count
Peninsula Wealth, LLC reports 93 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Peninsula Wealth, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
93 195th of 360 higher than 165 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Peninsula Wealth, LLC reports $0.5B across 93 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1600052 · Q1 2024 $501M book
BOOK-MID · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #105/360
- POS-FOCUS 93 names
- CONC-DOM 53% top-5
- LEAD-DOM 15.1% SNOWFLAKE
- PHOTO-FINISH Ovata Ltd
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Photo-finish peer on reported book: Ovata Capital Management Ltd
Read with: Ownership concentration guide - Peninsula Wealth, LLC's top-five positions weigh 53% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Peninsula Wealth, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$501.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | SNOWFLAKE INC | $75.6M | 15.1% |
| 2 | VANGUARD INDEX FDS | $62.7M | 12.5% |
| 3 | VANGUARD INDEX FDS | $51.5M | 10.3% |
| 4 | ORACLE CORP | $41.6M | 8.3% |
| 5 | ISHARES TR | $35.4M | 7.1% |
| 6 | ISHARES TR | $33.4M | 6.7% |
| 7 | VANGUARD TAX-MANAGED FDS | $21.5M | 4.3% |
| 8 | NVIDIA CORPORATION | $16.4M | 3.3% |
| 9 | VANGUARD INDEX FDS | $14.3M | 2.9% |
| 10 | ISHARES TR | $11.6M | 2.3% |
| 11 | VANGUARD INTL EQUITY INDEX F | $10.5M | 2.1% |
| 12 | INVESCO QQQ TR | $10.2M | 2.0% |
| 13 | APPLE INC | $8.7M | 1.7% |
| 14 | ISHARES TR | $8.3M | 1.7% |
| 15 | ISHARES TR | $7.3M | 1.5% |
| 16 | ISHARES INC | $5.5M | 1.1% |
| 17 | J P MORGAN EXCHANGE TRADED F | $5.2M | 1.0% |
| 18 | ISHARES INC | $4.9M | 1.0% |
| 19 | ISHARES TR | $4.8M | 1.0% |
| 20 | MICROSOFT CORP | $4.4M | 0.9% |
| 21 | AMAZON COM INC | $3.9M | 0.8% |
| 22 | ISHARES TR | $3.4M | 0.7% |
| 23 | DIMENSIONAL ETF TRUST | $2.9M | 0.6% |
| 24 | GILEAD SCIENCES INC | $2.5M | 0.5% |
| 25 | SYNOPSYS INC | $2.4M | 0.5% |
Frequently Asked Questions
- How big is Peninsula Wealth, LLC's 13F portfolio?
- Peninsula Wealth, LLC reports $501.3M of long US-equity positions across 93 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Peninsula Wealth, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Peninsula Wealth, LLC ranks #105 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Peninsula Wealth, LLC's largest position?
- Peninsula Wealth, LLC's largest reported position is SNOWFLAKE INC at $75.6M, about 15.1% of its reported book as of Q1 2024.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Peninsula Wealth, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($501.3M here).
Similar holding count
Nearest filers by number of disclosed positions (93 here).
Using this filing
- The rankings sort every tracked filer the same way Peninsula Wealth, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Ovata Capital Management Ltd reported the nearest book value ($499.8M) this quarter, a useful scale comparison for Peninsula Wealth, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.