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Manuka Financial, LLC
Manuka Financial, LLC is a registered investment adviser headquartered in Richmond, Virginia, United States. The firm specializes in holistic retirement and financial planning, offering flat-fee advisory services tailored primarily to individuals and families. Founded by Michael T. Powers, CPA, PFS, CFP®, Manuka Financial focuses on high-quality, personal service and maintains a limited client roster to ensure proactive, individualized attention. The firm actively serves clients nationwide through virtual engagements and emphasizes personalized strategies to help clients prepare for and manage retirement. Founded in 2024, it operates as a boutique financial advisory practice.
Investment Strategy
Manuka Financial’s investment strategy is centered on personalized, holistic financial planning and retirement solutions. The firm does not charge the traditional percentage-of-assets-under-management fee, but instead uses a bracket-based flat fee model to provide clarity and consistency for clients, regardless of portfolio growth. Services include thoughtful tax, financial, and investment planning. The approach emphasizes diversified portfolios, proactive planning, clear communication, and ongoing support. The firm serves a limited number of clients to maintain a high level of responsiveness and customization in its investment and planning strategies.
Latest 13F Filing Activity
Manuka Financial, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $183M. The fund increased holdings in Ishares TR, Vanguard Index FDS, Nvidia Corporation among other positions. Manuka Financial, LLC reduced exposure to Vanguard Tax-managed FDS, Vanguard Intl Equity Index F, Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 18.01% | $33.0M | 108,691 | $289.40 | $303.93 | +$5.8M |
V VXUS | VANGUARD STAR FDS | 15.68% | $28.8M | 415,879 | $59.54 | $69.09 | +$3.6M |
N NVDA | NVIDIA CORPORATION | 10.76% | $19.7M | 125,641 | $134.29 | $157.99 | +$4.0M |
I IXUS | ISHARES TR | 8.25% | $15.1M | 195,603 | $74.04 | $77.31 | +$11.1M |
V VUG | VANGUARD INDEX FDS | 6.83% | $12.5M | 28,568 | $409.72 | $438.40 | +$1.2M |
Industry Allocation
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