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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 PUSH PGIM ETF TR 9,696.0 $489K 0.13% NEW $50.41 +0.1%
2 GLW CORNING INC Technology 1,240.0 $317K 0.09% NEW $255.43 -40.2%
3 QCOM QUALCOMM INC Technology 1,530.0 $283K 0.08% NEW $184.85 -10.9%
4 MTUM ISHARES TR 781.0 $268K 0.07% NEW $342.83 -11.3%
5 XLK SELECT SECTOR SPDR TR 1,326.0 $253K 0.07% NEW $190.52 -1.0%
6 PWR QUANTA SVCS INC Industrials 322.0 $232K 0.06% NEW $720.04 -13.6%
7 VB VANGUARD INDEX FDS 750.0 $227K 0.06% NEW $302.94 +0.4%
8 DFAS DIMENSIONAL ETF TRUST 2,571.0 $212K 0.06% NEW $82.34 +0.6%
9 GE GE AEROSPACE Industrials 551.0 $206K 0.06% NEW $373.46 -8.2%
10 DE DEERE & CO Industrials 318.0 $201K 0.05% NEW $633.57 -1.7%

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%