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| Happy Holidays!! thanks for using AUM13F!! |
| Peninsula Wealth LLC
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| CRD # | 152436 |
| SEC # | 801-71025 |
| CIK # | 0001600052 |
| AUM | $676.4 M (2025-03-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 415-678-5360 |
| Address | 350 Townsend Street San Francisco, CA 94107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Snowflake Inc | 72.2 | ||
| Oracle Corp | 64.0 | ||
| Nvidia Corp | 23.0 | ||
| Apple Inc | 13.2 | ||
| Microsoft Corp | 4.6 | ||
| Gilead Sciences Inc | 3.9 | ||
| Tesla Motors Inc | 2.7 | ||
| VISA Inc | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 133 | 676.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,106 | 676.4 |
| By Discretionary | ||
| Discretionary | 1,106 | 676.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,106 | 676.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.1 | |
| United States Persons | 665.4 | |
| Total | 1,106 | 676.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001600052] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kraft Davis & Associates LLC
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|
MO | 0.7 |
|
Tranquility Partners LLC
✚
|
TN | 0.7 |
|
Saxon Woods Advisors LLC
✚
|
NY | 0.7 |
|
Sycamore Financial Group Inc
✚
|
IN | 0.7 |
|
SSA Swiss Advisors AG
✚
|
0.7 | |
|
Whelan Financial
✚
|
CA | 0.7 |
|
Financial Directions LLC
✚
|
AZ | 0.7 |
|
PAVE Investment Advisors LLC
✚
|
NY | 0.7 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.7 |
|
Hopwood Financial Services Inc
✚
|
VA | 0.7 |