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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 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 1,330.0 $759K 0.23% NEW $570.95 -12.6%
42 VIG VANGUARD SPECIALIZED FUNDS 3,336.0 $733K 0.23% NEW $219.78 +6.7%
43 V VISA INC Financial Services 1,987.0 $697K 0.21% NEW $350.64 -4.1%
44 DFSU DIMENSIONAL ETF TRUST 15,797.0 $686K 0.21% NEW $43.43 +6.7%
45 VV VANGUARD INDEX FDS 2,118.0 $667K 0.20% NEW $314.80 +6.9%
46 JAAA JANUS DETROIT STR TR 12,890.0 $652K 0.20% NEW $50.58 +0.2%
47 NSC NORFOLK SOUTHN CORP Industrials 2,168.0 $626K 0.19% NEW $288.67 +8.4%
48 COST COSTCO WHSL CORP NEW Consumer Defensive 725.0 $625K 0.19% NEW $861.76 +10.5%
49 BALT INNOVATOR ETFS TRUST 17,918.0 $600K 0.18% NEW $33.51 +2.3%
50 NOBL PROSHARES TR 5,681.0 $591K 0.18% NEW $104.06 -45.9%
51 XMMO INVESCO EXCHANGE TRADED FD T 3,854.0 $534K 0.16% NEW $138.46 +20.7%
52 GS GOLDMAN SACHS GROUP INC Financial Services 597.0 $525K 0.16% NEW $879.00 +16.0%
53 JNJ JOHNSON & JOHNSON Healthcare 2,512.0 $520K 0.16% NEW $206.95 +23.1%
54 TFC TRUIST FINL CORP Financial Services 10,208.0 $502K 0.15% NEW $49.21 +2.6%
55 IONQ IONQ INC Technology 11,191.0 $502K 0.15% NEW $44.87 +9.9%
56 SOXX ISHARES TR 1,620.0 $488K 0.15% NEW $301.18 +95.9%
57 VEU VANGUARD INTL EQUITY INDEX F 6,463.0 $475K 0.15% NEW $73.56 +12.4%
58 KO COCA COLA CO Consumer Defensive 6,755.0 $472K 0.14% NEW $69.91 +18.2%
59 WMT WALMART INC Consumer Defensive 4,133.0 $460K 0.14% NEW $111.41 +3.8%
60 PG PROCTER AND GAMBLE CO Consumer Defensive 3,120.0 $447K 0.14% NEW $143.33 +3.9%
Page 3 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%