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Portfolio (Quarterly) Guide ↗

Pine Harbor Wealth Management, LLC

· CIK 0002016051
13F Portfolio $326M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New
Page 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 5,781.0 $2.9M 0.89% NEW $502.69
22 GOOGL ALPHABET INC Communication Services 7,855.0 $2.5M 0.75% NEW $313.01 +9.4%
23 JPIB J P MORGAN EXCHANGE TRADED F 36,881.0 $1.8M 0.55% NEW $48.70 -0.6%
24 LLY ELI LILLY & CO Healthcare 1,515.0 $1.6M 0.50% NEW $1074.72 +12.6%
25 DGRO ISHARES TR 22,725.0 $1.6M 0.48% NEW $69.42 +9.1%
26 ESGV VANGUARD WORLD FD 12,387.0 $1.5M 0.46% NEW $120.96 +7.2%
27 VTV VANGUARD INDEX FDS 7,632.0 $1.5M 0.45% NEW $191.00 +14.3%
28 SYK STRYKER CORPORATION Healthcare 3,696.0 $1.3M 0.40% NEW $351.50 -5.7%
29 AMZN AMAZON COM INC Consumer Cyclical 5,549.0 $1.3M 0.39% NEW $230.82 -1.0%
30 VT VANGUARD INTL EQUITY INDEX F 8,877.0 $1.3M 0.38% NEW $141.06 +9.4%
31 BSV VANGUARD BD INDEX FDS 15,587.0 $1.2M 0.38% NEW $78.81 -1.0%
32 GOOG ALPHABET INC Communication Services 3,875.0 $1.2M 0.37% NEW $313.79 +8.8%
33 VIGI VANGUARD WHITEHALL FDS 12,314.0 $1.1M 0.34% NEW $91.45 +1.7%
34 VMC VULCAN MATLS CO Basic Materials 3,887.0 $1.1M 0.34% NEW $285.22 +8.6%
35 IGRO ISHARES TR 12,589.0 $1.0M 0.32% NEW $82.77 +5.9%
36 HD HOME DEPOT INC Consumer Cyclical 2,829.0 $973K 0.30% NEW $344.11 +1.0%
37 JPM JPMORGAN CHASE & CO. Financial Services 2,949.0 $950K 0.29% NEW $322.17 +2.1%
38 DFSV DIMENSIONAL ETF TRUST 27,332.0 $899K 0.28% NEW $32.89 +17.4%
39 USXF ISHARES TR 15,013.0 $864K 0.27% NEW $57.58 +17.4%
40 VOO VANGUARD INDEX FDS 1,264.0 $793K 0.24% NEW $627.28 +7.4%
Page 2 of 6  ·  106 positions

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 42.2%
Technology 27.6%
Healthcare 7.4%
Communication Services 5.8%
Consumer Cyclical 5.2%
Consumer Defensive 4.6%
Industrials 3.2%
Basic Materials 2.1%
Utilities 1.0%
Energy 0.8%