Marin Bay Wealth Advisors, LLC, managed by Managing Member Joseph Haberman, has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 131 distinct positions with a total value of $1,922,538,875.
The portfolio is diversified across major sectors, with technology stocks holding a significant portion of the assets. The largest holding is NVIDIA Corporation, for which the firm owns 31,668 shares valued at approximately $7.2 million. Other notable technology positions include Microsoft (7,962 shares), Apple (36,486 shares), Meta Platforms (4,781 shares), and Broadcom (8,487 shares). The firm also holds substantial stakes in energy and consumer staples companies, including Exxon Mobil (10,737 shares), Chevron (38,326 shares), and Procter & Gamble (2,578 shares).
Marin Bay Wealth Advisors utilizes a mix of individual equities and exchange-traded funds (ETFs) to manage the portfolio. Among the ETFs held, the Invesco QQQ Trust (Series 1) is the largest, with 13,025 shares, followed by the iShares Core S&P 500 ETF (14,040 shares) and the iShares Core S&P Mid-Cap ETF (11,993 shares). The filing lists the firm's principal business address as 321 San Anselmo Ave in San Anselmo, California.
