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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 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIG VANGUARD SPECIALIZED FUNDS 3,366.0 $724K 0.22% +30.0 +0.9% $215.03 +9.3%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 725.0 $722K 0.22% $995.76 -4.2%
43 JAAA JANUS DETROIT STR TR 12,985.0 $654K 0.20% +95.0 +0.7% $50.37 +0.6%
44 VV VANGUARD INDEX FDS 2,155.0 $644K 0.19% +37.0 +1.8% $298.85 +13.0%
45 MA MASTERCARD INCORPORATED Financial Services 1,243.0 $621K 0.19% -87.0 -6.5% $499.72 +0.5%
46 DFSU DIMENSIONAL ETF TRUST 14,995.0 $616K 0.18% -802.0 -5.1% $41.09 +11.9%
47 JNJ JOHNSON & JOHNSON Healthcare 2,512.0 $614K 0.18% $244.44 +3.7%
48 NOBL PROSHARES TR 5,703.0 $605K 0.18% $106.01 -47.0%
49 BALT INNOVATOR ETFS TRUST 17,918.0 $600K 0.18% $33.47 +2.4%
50 XMMO INVESCO EXCHANGE TRADED FD T 3,854.0 $559K 0.17% $145.02 +16.0%
51 SOXX ISHARES TR 1,621.0 $533K 0.16% $328.66 +81.1%
52 V VISA INC Financial Services 1,722.0 $520K 0.16% -265.0 -13.3% $302.17 +11.9%
53 KO COCA COLA CO Consumer Defensive 6,755.0 $514K 0.15% $76.05 +7.9%
54 WMT WALMART INC Consumer Defensive 4,133.0 $514K 0.15% $124.28 -5.9%
55 GS GOLDMAN SACHS GROUP INC Financial Services 597.0 $505K 0.15% $845.99 +21.7%
56 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 10,800.0 $499K 0.15% +6K +105.4% $46.19 -13.0%
57 VEU VANGUARD INTL EQUITY INDEX F 6,473.0 $486K 0.14% $75.10 +10.3%
58 TFC TRUIST FINL CORP Financial Services 10,208.0 $469K 0.14% $45.97 +9.5%
59 PG PROCTER & GAMBLE CO Consumer Defensive 3,121.0 $451K 0.14% $144.45 +3.0%
60 DUK DUKE ENERGY CORP NEW Utilities 3,243.0 $425K 0.13% $130.93 -2.3%
Page 3 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%