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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
Page 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 5,354.0 $2.6M 0.77% -427.0 -7.4% $479.24
22 GOOGL ALPHABET INC Communication Services 7,605.0 $2.2M 0.65% -250.0 -3.2% $287.57 +18.8%
23 VTV VANGUARD INDEX FDS 9,078.0 $1.8M 0.53% +1K +18.9% $196.21 +11.5%
24 JPIB J P MORGAN EXCHANGE TRADED F 36,881.0 $1.8M 0.53% $47.82 +1.2%
25 DGRO ISHARES TR 22,225.0 $1.6M 0.47% -500.0 -2.2% $70.18 +8.0%
26 LLY ELI LILLY & CO Healthcare 1,515.0 $1.4M 0.42% $919.81 +31.1%
27 ESGV VANGUARD WORLD FD 12,372.0 $1.4M 0.41% $112.27 +15.6%
28 VT VANGUARD INTL EQUITY INDEX F 9,004.0 $1.2M 0.37% +127.0 +1.4% $138.32 +11.7%
29 SYK STRYKER CORPORATION Healthcare 3,562.0 $1.2M 0.35% -134.0 -3.6% $328.62 +0.5%
30 AMZN AMAZON COM INC Consumer Cyclical 5,475.0 $1.1M 0.34% -74.0 -1.3% $208.27 +10.8%
31 GOOG ALPHABET INC Communication Services 3,875.0 $1.1M 0.33% $286.86 +18.7%
32 QQQM INVESCO EXCH TRADED FD TR II 4,481.0 $1.1M 0.32% NEW $237.62 +23.2%
33 IGRO ISHARES TR 12,589.0 $1.1M 0.32% $83.77 +4.7%
34 BSV VANGUARD BD INDEX FDS 11,959.0 $938K 0.28% -4K -23.3% $78.41 -0.5%
35 HD HOME DEPOT INC Consumer Cyclical 2,834.0 $932K 0.28% $328.94 +5.9%
36 DFSV DIMENSIONAL ETF TRUST 25,561.0 $896K 0.27% -2K -6.5% $35.04 +10.3%
37 JPM JPMORGAN CHASE & CO Financial Services 2,950.0 $868K 0.26% $294.15 +12.1%
38 VOO VANGUARD INDEX FDS 1,447.0 $865K 0.26% +183.0 +14.5% $597.57 +12.9%
39 USXF ISHARES TR 14,635.0 $808K 0.24% -378.0 -2.5% $55.20 +22.5%
40 VIGI VANGUARD WHITEHALL FDS 9,100.0 $805K 0.24% -3K -26.1% $88.46 +5.2%
Page 2 of 6  ·  102 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 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%