Peninsula Wealth, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$533M
Signature - Title
Kristina Ventura - Director of Operations
Location
350 Townsend Street, Suite 411, San Francisco, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 95 $533M +$97.4M -$65.6M +$31.7M SNOW, IVW, VUG, IVE, ORCL 13F-HR 8/13/2024, 01:30 PM
Q1 2024 93 $501M +$56M -$57M -$1.05M SNOW, VUG, VTV, ORCL, IVE Restatement 5/30/2024, 10:48 AM
Q4 2023 85 $485M +$38.7M -$48.1M -$9.43M SNOW, VUG, VTV, ORCL, VEA 13F-HR 2/14/2024, 02:35 PM
Q3 2023 85 $427M +$81M -$10.3M +$70.7M SNOW, VUG, VTV, ORCL, VEA 13F-HR 11/13/2023, 01:54 PM
Q2 2023 77 $383M +$4.74M -$1.29M +$3.44M VUG, VTV, ORCL, VEA, VWO 13F-HR 8/14/2023, 05:55 PM
Q1 2023 72 $346M +$5.18M -$3.59M +$1.58M VTV, VUG, ORCL, VEA, VWO 13F-HR 5/11/2023, 09:13 PM
Q4 2022 75 $318M +$12.3M -$2.78M +$9.56M VTV, VUG, ORCL, VEA, VWO 13F-HR 2/10/2023, 03:19 PM
Q3 2022 69 $283M +$12.8M -$2.45M +$10.4M VTV, VUG, VEA, ORCL, VWO 13F-HR 11/14/2022, 01:53 PM
Q2 2022 66 $296M +$9.13M -$1.54M +$7.59M VTV, VUG, VEA, ORCL, VWO 13F-HR 8/8/2022, 03:17 PM
Q1 2022 67 $351M +$4.91M -$922K +$3.99M VUG, VTV, VEA, ORCL, VWO 13F-HR 5/5/2022, 07:17 PM
Q4 2021 66 $372M +$42M -$7.18M +$34.8M VUG, VTV, VEA, ORCL, VWO 13F-HR 2/3/2022, 08:50 PM
Q3 2021 24 $315M +$12M -$4.03M +$7.98M VUG, VTV, VEA, ORCL, VWO 13F-HR 11/8/2021, 08:38 PM
Q2 2021 21 $305M +$10.7M -$4.2M +$6.52M VUG, VTV, VEA, ORCL, VWO 13F-HR 8/13/2021, 02:19 PM
Q1 2021 20 $279M +$4.21M -$1.87M +$2.34M VUG, VTV, VEA, VWO, ORCL 13F-HR 5/7/2021, 06:55 PM
Q4 2020 19 $266M +$31M -$539K +$30.4M VUG, VTV, VEA, VWO, ORCL 13F-HR 2/9/2021, 08:42 PM
Q3 2020 53 $233M +$13.9M -$6.28M +$7.63M VUG, VTV, VEA, ORCL, VWO 13F-HR 11/12/2020, 02:20 PM
Q2 2020 48 $215M +$19.4M -$17.9M +$1.42M VUG, VTV, VEA, ORCL, VWO 13F-HR 8/11/2020, 03:24 PM
Q1 2020 38 $179M +$15.5M -$11.1M +$4.44M VUG, VTV, VEA, ORCL, VWO 13F-HR 5/12/2020, 04:29 PM
Q4 2019 40 $213M +$8.08M -$6.01M +$2.07M VTV, VUG, VEA, VWO, ORCL 13F-HR 2/7/2020, 06:56 PM
Q3 2019 38 $200M +$8.36M -$959K +$7.4M VTV, VUG, VEA, VWO, ORCL 13F-HR 11/8/2019, 10:38 AM
Q2 2019 31 $195M +$8.78M -$474K +$8.3M VTV, VUG, VEA, VWO, ORCL 13F-HR 8/2/2019, 05:07 PM
Q1 2019 30 $181M +$10.8M -$10.8M -$78.7K VTV, VUG, VEA, VWO, ORCL 13F-HR 5/7/2019, 08:18 PM
Q4 2018 27 $161M +$9.44M -$7.34M +$2.11M VTV, VUG, VEA, VWO, ORCL 13F-HR 2/8/2019, 04:36 PM
Q3 2018 32 $185M +$8.38M -$681K +$7.7M VTV, VUG, VEA, VWO, ORCL 13F-HR 11/21/2018, 11:16 AM
Q2 2018 32 $170M +$3.09M -$163K +$2.93M VTV, VUG, VEA, VWO, VB 13F-HR 8/6/2018, 07:55 PM
Q1 2018 30 $168M VTV, VUG, VEA, VWO, VB 13F-HR 5/15/2018, 11:56 AM