Manuka Financial, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Manuka Financial, LLC reported 46 stock positions worth $148.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 17.0% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 14.4%) and Nvidia (NVDA, 14.3%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002049064
- Portfolio Value
- $148.2M (Q4 2024)
- SEC Filing
- 0001754960-25-000060 ↗ filed Jan 24, 2025
Holdings Value
Holdings 46 stocks · $148.2M
| VTI VG Morningstar TS MKT ETF-US | 17.01% | 87,012 | $25.2M | — |
| VXUS Vanguard Total Intl Stock | 14.37% | 361,549 | $21.3M | — |
| NVDA Nvidia Corp. | 14.26% | 157,393 | $21.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.33% | 30,069 | $12.3M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.80% | 59,579 | $10.1M | — |
| VEA Vanguard Ftse Developed ETF | 4.40% | 136,237 | $6.5M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.35% | 98,999 | $5.0M | — |
| BSV Vanguard Short-Term Bond ETF | 3.12% | 59,888 | $4.6M | — |
| BNDX Vanguard Total Intl Bond ETF | 2.85% | 86,047 | $4.2M | — |
| XOM Exxon Mobil Corp. | 2.68% | 36,910 | $4.0M | — |
| IXUS iShares Core Intl Stock ETF | 2.54% | 56,887 | $3.8M | — |
| BND Vanguard Total Bond Market | 2.17% | 44,675 | $3.2M | — |
| BIV Vanguard Intermediate-Term B | 2.12% | 42,123 | $3.1M | — |
| VWO Vanguard Ftse Emerging Marke | 1.84% | 61,977 | $2.7M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.58% | 9,721 | $2.3M | — |
| VOO Vanguard S&P 500 ETF | 1.28% | 3,509 | $1.9M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.17% | 6,403 | $1.7M | — |
| COF Capital One Financial Corp. | 1.12% | 9,336 | $1.7M | — |
| AAPL Apple Inc. | 0.67% | 3,990 | $999K | — |
| VT Vanguard Tot World STK ETF | 0.65% | 8,206 | $964K | — |
| AMZN Amazon.com Inc. | 0.61% | 4,123 | $905K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 1,301 | $763K | — |
| ORCL Oracle Corp. | 0.46% | 4,074 | $679K | — |
| MSFT Microsoft Corp. | 0.45% | 1,594 | $672K | — |
| IVV iShares Core S&P 500 ETF | 0.45% | 1,132 | $666K | — |
| SCHF Schwab Intl Equity ETF | 0.45% | 35,822 | $663K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.41% | 9,447 | $609K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.39% | 2,888 | $572K | — |
| AGG iShares Core U.S. Aggregate | 0.37% | 5,710 | $553K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 2,697 | $533K | — |
| VYM Vanguard High DVD Yield ETF | 0.30% | 3,514 | $448K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.27% | 6,904 | $396K | — |
| CRS Carpenter Technology | 0.25% | 2,167 | $368K | — |
| MUB iShares National Muni Bond E | 0.23% | 3,146 | $335K | — |
| CMF iShares California Muni Bond | 0.23% | 5,845 | $335K | — |
| NFLX Netflix Inc. | 0.22% | 371 | $331K | — |
| ADSK Autodesk Inc. | 0.21% | 1,077 | $318K | — |
| VXF Vanguard Extended Market ETF | 0.21% | 1,620 | $308K | — |
| UBER Uber Technologies Inc. | 0.19% | 4,679 | $282K | — |
| COST Costco Wholesale Corp. | 0.17% | 281 | $258K | — |
| DVY iShares Select Dividend ETF | 0.17% | 1,915 | $251K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 550 | $249K | — |
| IWM iShares Russell 2000 ETF | 0.16% | 1,100 | $243K | — |
| LOW Lowe's Cos Inc. | 0.16% | 980 | $242K | — |
| SCHW Schwab (charles) Corp. | 0.15% | 3,000 | $222K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.14% | 6,214 | $206K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $192.6M | VTI, VXUS, NVDA, VEA, BND |
| Q1 2026 | 56 | $161.9M | VTI, VXUS, NVDA, VEA, BND |
| Q4 2025 | 57 | $161.1M | VTI, VXUS, NVDA, VUG, VEA |
| Q3 2025 | 58 | $160.8M | VTI, VXUS, NVDA, VUG, IXUS |
| Q2 2025 | 51 | $183.4M | VTI, VXUS, NVDA, IXUS, VUG |
| Q1 2025 | 49 | $154.4M | VTI, VXUS, NVDA, VUG, VTV |
| Q4 2024 | 46 | $148.2M | VTI, VXUS, NVDA, VUG, VTV |