Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Manuka Financial, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Manuka Financial, LLC (CIK 2049064) reported $161.9M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($36.8M, 22.72%), VXUS ($27.7M, 17.09%), NVDA ($13.0M, 8.02%), VEA ($6.5M, 4.00%), BND ($6.0M, 3.73%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$36.8M22.72%114,655Added
2VXUSVANGUARD STAR FDS$27.7M17.09%358,860Added
3NVDANVIDIA CORPORATION$13.0M8.02%74,426Added
4VEAVANGUARD TAX-MANAGED FDS$6.5M4.00%101,190Added
5BNDVANGUARD BD INDEX FDS$6.0M3.73%82,038Added
6XOMEXXON MOBIL CORP$6.0M3.72%35,488Trimmed
7VUGVANGUARD INDEX FDS$5.7M3.52%13,040Trimmed
8BNDXVANGUARD CHARLOTTE FDS$5.7M3.50%117,991Trimmed
9VTVVANGUARD INDEX FDS$5.6M3.48%28,694Trimmed
10BSVVANGUARD BD INDEX FDS$5.5M3.41%70,364Added
11IXUSISHARES TR$5.5M3.40%63,521Trimmed
12VTIPVANGUARD MALVERN FDS$5.3M3.27%105,904Added
13VWOVANGUARD INTL EQUITY INDEX F$3.1M1.91%57,232Added
14BIVVANGUARD BD INDEX FDS$2.8M1.70%35,688Added
15VTEBVANGUARD MUN BD FDS$2.1M1.30%42,299Hold
16VBVANGUARD INDEX FDS$1.9M1.15%7,091Trimmed
17COFCAPITAL ONE FINL CORP$1.7M1.05%9,294Added
18VTVANGUARD INTL EQUITY INDEX F$1.5M0.90%10,535Added
19VOOVANGUARD INDEX FDS$1.4M0.90%2,427Trimmed
20VVVANGUARD INDEX FDS$1.4M0.89%4,837Hold
21TSMTAIWAN SEMICONDUCTOR MANUFAC$917,5340.57%2,715Hold
22SPYSTATE STR SPDR S&P 500 ETF T$884,6300.55%1,360Hold
23AAPLAPPLE INC$887,8300.55%3,498Added
24SCHFSCHWAB STRATEGIC TR$890,0100.55%35,960Hold
25CRSCARPENTER TECHNOLOGY CORP$854,5170.53%2,168Hold

Source: SEC Form 13F filings · as of 2026-03-31