Manuka Financial, LLC

Est. AUM

$161.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$36.8M	114655	22.72%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$27.7M	358860	17.09%	SOLE
3	NVIDIA CORPORATION	COM	$13.0M	74426	8.02%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.5M	101190	4.00%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.0M	82038	3.73%	SOLE
6	EXXON MOBIL CORP	COM	$6.0M	35488	3.72%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$5.7M	13040	3.52%	SOLE
8	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$5.7M	117991	3.50%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$5.6M	28694	3.48%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.5M	70364	3.41%	SOLE
11	ISHARES TR	CORE MSCI TOTAL	$5.5M	63521	3.40%	SOLE
12	VANGUARD MALVERN FDS	STRM INFPROIDX	$5.3M	105904	3.27%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	57232	1.91%	SOLE
14	VANGUARD BD INDEX FDS	INTERMED TERM	$2.8M	35688	1.70%	SOLE
15	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.1M	42299	1.30%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$1.9M	7091	1.15%	SOLE
17	CAPITAL ONE FINL CORP	COM	$1.7M	9294	1.05%	SOLE
18	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.5M	10535	0.90%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	2427	0.90%	SOLE
20	VANGUARD INDEX FDS	LARGE CAP ETF	$1.4M	4837	0.89%	SOLE
21	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$918K	2715	0.57%	SOLE
22	SCHWAB STRATEGIC TR	INTL EQTY ETF	$890K	35960	0.55%	SOLE
23	APPLE INC	COM	$888K	3498	0.55%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$885K	1360	0.55%	SOLE
25	CARPENTER TECHNOLOGY CORP	COM	$855K	2168	0.53%	SOLE
26	VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$792K	10473	0.49%	SOLE
27	ISHARES TR	CORE MSCI INTL	$789K	9447	0.49%	SOLE
28	AMAZON COM INC	COM	$783K	3759	0.48%	SOLE
29	MICROSOFT CORP	COM	$706K	1908	0.44%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$702K	1075	0.43%	SOLE
31	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$622K	6147	0.38%	SOLE
32	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$525K	3547	0.32%	SOLE
33	VANGUARD INDEX FDS	SM CP VAL ETF	$517K	2380	0.32%	SOLE
34	ORACLE CORP	COM	$439K	2985	0.27%	SOLE
35	MICRON TECHNOLOGY INC	COM	$423K	1252	0.26%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$412K	714	0.25%	SOLE
37	ISHARES TR	CORE MSCI EAFE	$402K	4439	0.25%	SOLE
38	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$399K	5308	0.25%	SOLE
39	ISHARES TR	CORE US AGGBD ET	$395K	3977	0.24%	SOLE
40	UBER TECHNOLOGIES INC	COM	$341K	4746	0.21%	SOLE
41	VANGUARD INDEX FDS	EXTEND MKT ETF	$335K	1627	0.21%	SOLE
42	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$304K	6214	0.19%	SOLE
43	SCHWAB CHARLES CORP	COM	$286K	3040	0.18%	SOLE
44	NETFLIX INC.	COM	$284K	2957	0.18%	SOLE
45	ALPHABET INC	CAP STK CL C	$275K	958	0.17%	SOLE
46	JPMORGAN CHASE & CO	COM	$270K	918	0.17%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$264K	551	0.16%	SOLE
48	SCHWAB STRATEGIC TR	US LCAP GR ETF	$264K	9065	0.16%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$259K	260	0.16%	SOLE
50	ISHARES TR	RUSSELL 2000 ETF	$256K	1034	0.16%	SOLE

1–50 of 56

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.