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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
Page 2 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 7,605.0 $2.7M 0.73% $357.39 -4.7%
22 BERKSHIRE HATHAWAY INC DEL 5,354.0 $2.7M 0.72% $500.44
23 VTV VANGUARD INDEX FDS 9,088.0 $2.0M 0.53% $217.93 +3.4%
24 LLY ELI LILLY & CO Healthcare 1,515.0 $1.8M 0.49% $1199.48 -2.0%
25 JPIB J P MORGAN EXCHANGE TRADED F 36,881.0 $1.8M 0.48% $48.35 -0.9%
26 DGRO ISHARES TR 22,225.0 $1.7M 0.45% $75.79 +4.6%
27 QQQM INVESCO EXCH TRADED FD TR II 5,516.0 $1.7M 0.45% +1K +23.1% $302.99 -2.0%
28 ESGV VANGUARD WORLD FD 12,062.0 $1.6M 0.43% -310.0 -2.5% $132.24 +3.5%
29 VT VANGUARD INTL EQUITY INDEX F 8,968.0 $1.4M 0.38% $156.95 +2.9%
30 GOOG ALPHABET INC 3,875.0 $1.4M 0.37% $353.34
31 AMZN AMAZON COM INC Consumer Cyclical 5,475.0 $1.3M 0.35% $238.34 +7.5%
32 SYK STRYKER CORPORATION Healthcare 3,548.0 $1.1M 0.30% $314.87 +2.3%
33 IGRO ISHARES TR 12,589.0 $1.1M 0.30% $87.93 +5.4%
34 VOO VANGUARD INDEX FDS 1,531.0 $1.1M 0.28% +84.0 +5.8% $686.68 +3.2%
35 SOXX ISHARES TR 1,622.0 $1.0M 0.28% $640.59 -18.0%
36 HD HOME DEPOT INC Consumer Cyclical 2,816.0 $993K 0.27% -18.0 -0.6% $352.65 -6.8%
37 DFSV DIMENSIONAL ETF TRUST 25,561.0 $992K 0.27% $38.79 +3.3%
38 USXF ISHARES TR 14,215.0 $987K 0.26% -420.0 -2.9% $69.45 -0.5%
39 JPM JPMORGAN CHASE & CO Financial Services 2,951.0 $966K 0.26% $327.35 +8.2%
40 BSV VANGUARD BD INDEX FDS 11,905.0 $928K 0.25% $77.91 -0.3%
Page 2 of 6  ·  112 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 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%