IE
Insider Edges

MANUKA FINANCIAL, LLC 13F portfolio summary

MANUKA FINANCIAL, LLC of MANUKA FINANCIAL, LLC has 55 current stock holdings with a reported portfolio value of $192.6M. The portfolio 1 year return is +19.47%. Top holdings include VTI (23.10%), VXUS (16.04%), NVDA (7.73%), VEA (4.07%), BND (3.69%).

Back to investors

MANUKA FINANCIAL, LLC

MANUKA FINANCIAL, LLC
Latest filing: 2026-06-30

MANUKA FINANCIAL, LLC runs MANUKA FINANCIAL, LLC and currently holds 55 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $192.62M. Their top holdings are VTI, VXUS, NVDA, VEA, BND. The top five represent 54.6% of reported portfolio weight. MANUKA FINANCIAL, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MANUKA FINANCIAL, LLC initiated 3 new positions. They added to 24 existing positions. They trimmed 3 positions. Their current best-performing preview position is MU with returns of +241.73%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
VTI23.1%
VXUS16.0%
NVDA7.7%
VEA4.1%
BND3.7%
Top 5: 54.6%
Portfolio Returns
1 Year
+19.47%
#0/1000
3 Year
+30.18%
#0/1000
5 Year
+30.18%
#0/1000

Portfolio Value

$192.62M

Alpha Score

26.1

#0 of 1000

Holdings

55

Showper page

55 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VTI
VANGUARD INDEX FDS
23.10%$295.15$378.25+28.16%
Added
+4.90%
VXUS
VANGUARD STAR FDS
16.04%$60.77$87.71+44.33%
Added
+0.72%
NVDA
NVIDIA CORPORATION
7.73%$134.36$214.76+59.84%
Added
+0.01%
VEA
VANGUARD TAX-MANAGED FDS
4.07%$52.73$73.43+39.26%
Added
+8.84%
BND
VANGUARD BD INDEX FDS
3.69%$72.91$72.23-0.93%
Added
+18.11%
VUG
VANGUARD INDEX FDS
3.56%$68.61$87.49+27.52%
Added
+511.01%
BNDX
VANGUARD CHARLOTTE FDS
3.51%$49.06$47.65-2.87%
Added
+18.24%
VTV
VANGUARD INDEX FDS
3.28%$169.87$226.35+33.25%
Added
+0.97%
VTIP
VANGUARD MALVERN FDS
3.20%$50.08$49.79-0.58%
Added
+15.95%
IXUS
ISHARES TR
3.15%$74.04$97.95+32.29%
Held

Showing 1-10 of 55