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Portfolio (Quarterly) Guide ↗

Pine Harbor Wealth Management, LLC

· CIK 0002016051
13F Portfolio $334M AUM 102 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 20 Added 28 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 4,481.0 $1.1M 0.32% NEW $237.62 +23.2%
2 XLE SELECT SECTOR SPDR TR 4,244.0 $260K 0.08% NEW $61.25 -12.0%
3 LIN LINDE PLC Basic Materials 457.0 $226K 0.07% NEW $495.55 +5.0%
4 SCHD SCHWAB STRATEGIC TR 6,806.0 $209K 0.06% NEW $30.68 +4.6%
5 VGSH VANGUARD SCOTTSDALE FDS 3,462.0 $203K 0.06% NEW $58.54 -0.5%
6 STIP ISHARES TR 1,942.0 $201K 0.06% NEW $103.45 -1.3%

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 45.1%
Technology 25.2%
Healthcare 7.5%
Communication Services 5.9%
Consumer Cyclical 5.6%
Consumer Defensive 5.2%
Industrials 1.8%
Basic Materials 1.5%
Energy 1.4%
Utilities 0.8%