SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Manuka Financial, LLC

CIK 0002049064 · 3910 W FRANKLIN ST, RICHMOND, VA, 23221 · 804-293-0397

Reported Value
$161M
Q3 2025
Positions
58
Filings on Record
6
2019–present window
Filed
Nov 10, 2025
original filing

Summary

Manuka Financial, LLC reported $161M in U.S.-listed holdings across 58 positions for Q3 2025.

The portfolio is heavily concentrated: Vanguard Index Fds alone accounts for 21.9% of reported value.

Compared with Q2 2025, the fund opened 7 new positions and exited 0.

Portfolio Metrics

Turnover
+6.7%
vs prior filed quarter
Top-10 Concentration
+71.7%
share of reported value
Largest Position
+21.9%
Vanguard Index Fds

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $148MQ4 ’24Q1 ’25: $154MQ1 ’25Q2 ’25: $183MQ2 ’25Q3 ’25: $161MQ3 ’25Q4 ’25: $161MQ4 ’25Q1 ’26: $162MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 82.5%Common Stock: 17.1%ADR: 0.5%
  • ETP · 82.5% · $133M
  • Common Stock · 17.1% · $27M
  • ADR · 0.5% · $753,245

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+4.4K4.4K+$387,569$387,569
CSGPCOSTAR GROUP INCNEW+2.8K2.8K+$238,261$238,261
SCHWAB STRATEGIC TRNEW+4.6K4.6K+$209,209$209,209
GOOGALPHABET INCNEW+847847+$206,287$206,287
SPDR INDEX SHS FDSNEW+4.8K4.8K+$204,750$204,750
JPMJPMORGAN CHASE & CO.NEW+648648+$204,343$204,343
MUMICRON TECHNOLOGY INCNEW+1.2K1.2K+$203,371$203,371
VANGUARD MUN BD FDSTRIMMED60.2K36.1K$3M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

31 positions
#IssuerClass% PortfolioValueShares
1VUGVANGUARD INDEX FDSTOTAL STK MKT · GROWTH ETF · VALUE ETF · S&P 500 ETF SHS · SMALL CP ETF · LARGE CAP ETF · SM CP VAL ETF · EXTEND MKT ETF33.48%$54M171.2K
2VANGUARD STAR FDSVG TL INTL STK F15.27%$25M336.3K
3VANGUARD BD INDEX FDSSHORT TRM BOND · TOTAL BND MRKT · INTERMED TERM9.15%$15M191.6K
4NVDANVIDIA CORPORATIONhistory →COM8.62%$14M74.3K
5ISHARES TRCORE MSCI TOTAL · CORE S&P TTL STK · CORE S&P500 ETF · CORE MSCI INTL · CORE US AGGBD ET · CORE MSCI EAFE · RUSSELL 2000 ETF6.95%$11M111.7K
6VANGUARD CHARLOTTE FDSTOTAL INT BD ETF3.70%$6M120.5K
7VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT3.64%$6M97.6K
8VANGUARD MALVERN FDSSTRM INFPROIDX3.12%$5M99.2K
9VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF · TT WRLD ST ETF · ALLWRLD EX US3.01%$5M72.0K
10EXMOCEXXON MOBIL CORPhistory →COM2.58%$4M37.0K
11COFCAPITAL ONE FINL CORPhistory →COM1.23%$2M9.3K
12VANGUARD MUN BD FDSTAX EXEMPT BD1.12%$2M36.1K
13SCHWAB STRATEGIC TRINTL EQTY ETF · US LCAP GR ETF · FUNDAMENTAL INTL0.87%$1M51.2K
14MSFTMICROSOFT CORPCOM0.70%$1M2.2K
15SPDR S&P 500 ETF TRTR UNIT0.56%$905,8031.4K
16AMZNAMAZON COM INCCOM0.56%$904,6284.1K
17ORCLORACLE CORPCOM0.51%$820,4392.9K
18VANGUARD INSTL INDEX FDULTRA-SHORT TREA0.48%$778,17510.3K
19TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.47%$753,2452.7K
20AAPLAPPLE INCCOM0.44%$702,7862.8K
21CRSCARPENTER TECHNOLOGY CORPCOM0.33%$532,0852.2K
22VANGUARD WHITEHALL FDSHIGH DIV YLD0.31%$497,0643.5K
23UBERUBER TECHNOLOGIES INCCOM0.29%$458,4024.7K
24NFLXNETFLIX INCCOM0.28%$444,799371
25NDQINVESCO QQQ TRUNIT SER 10.26%$414,829691
26ADSKAUTODESK INCCOM0.21%$342,1311.1K
27SCHWSCHWAB CHARLES CORPCOM0.18%$286,4103.0K
28COSTCOSTCO WHSL CORP NEWCOM0.18%$283,822307
29BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.16%$260,922519
30LOWLOWES COS INCCOM0.15%$241,006959
31CSGPCOSTAR GROUP INCCOM0.15%$238,2612.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$162M56May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$161M57Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$161M58Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$183M51Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$154M49May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$148M46Jan 24, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.