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Portfolio (Quarterly) Guide ↗

Pine Harbor Wealth Management, LLC

· CIK 0002016051
13F Portfolio $373M AUM 112 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 19 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUS DIMENSIONAL ETF TRUST 579,315.0 $47.5M 12.71% +18K +3.2% $81.94 +2.8%
2 DFIC DIMENSIONAL ETF TRUST 1,059,460.0 $39.5M 10.57% +42K +4.1% $37.26 +5.8%
3 PAAA PGIM ETF TR 766,829.0 $39.3M 10.53% +26K +3.6% $51.27 +0.4%
4 PULS PGIM ETF TR 722,615.0 $35.8M 9.59% +37K +5.4% $49.55 +0.3%
5 DFSD DIMENSIONAL ETF TRUST 389,887.0 $18.6M 4.99% +22K +5.8% $47.75 -0.8%
6 AVLV AMERICAN CENTY ETF TR 194,067.0 $17.7M 4.74% +6K +3.4% $91.21 +3.0%
7 VUG VANGUARD INDEX FDS 92,596.0 $8.0M 2.14% +77K +503.6% $86.14 +3.2%
8 VEA VANGUARD TAX-MANAGED FDS 87,136.0 $6.2M 1.66% +3K +3.8% $71.25 +3.0%
9 SUB ISHARES TR 50,312.0 $5.4M 1.43% +349.0 +0.7% $106.47 -0.1%
10 QQQM INVESCO EXCH TRADED FD TR II 5,516.0 $1.7M 0.45% +1K +23.1% $302.99 -2.0%
11 VOO VANGUARD INDEX FDS 1,531.0 $1.1M 0.28% +84.0 +5.8% $686.68 +3.2%
12 JAAA JANUS DETROIT STR TR 13,141.0 $663K 0.18% +156.0 +1.2% $50.49 +0.4%
13 NOBL PROSHARES TR 11,455.0 $643K 0.17% +6K +100.9% $56.16 +3.8%
14 VEU VANGUARD INTL EQUITY INDEX F 6,547.0 $548K 0.15% +74.0 +1.1% $83.75 +2.5%
15 PM PHILIP MORRIS INTL INC Consumer Defensive 2,490.0 $450K 0.12% +20.0 +0.8% $180.91 +5.3%
16 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 10,948.0 $433K 0.12% +148.0 +1.4% $39.57 +14.8%
17 BAC BANK OF AMER CORP Financial Services 4,389.0 $250K 0.07% +40.0 +0.9% $56.98 +7.4%
18 VGSH VANGUARD SCOTTSDALE FDS 3,495.0 $203K 0.05% +33.0 +0.9% $58.20 -0.1%
19 STIP ISHARES TR 1,979.0 $202K 0.05% +37.0 +1.9% $102.15 -1.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.8%
Technology 25.3%
Healthcare 7.1%
Consumer Cyclical 5.1%
Consumer Defensive 4.3%
Communication Services 4.2%
Industrials 3.0%
Basic Materials 1.4%
Energy 1.1%
Utilities 0.6%