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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 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIGI VANGUARD WHITEHALL FDS 9,103.0 $850K 0.23% $93.39 +5.8%
42 VIG VANGUARD SPECIALIZED FUNDS 3,374.0 $798K 0.21% $236.60 +3.0%
43 VV VANGUARD INDEX FDS 2,155.0 $741K 0.20% $343.91 +3.7%
44 DFSU DIMENSIONAL ETF TRUST 14,995.0 $699K 0.19% $46.63 +4.3%
45 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 725.0 $678K 0.18% $934.84 +1.3%
46 JAAA JANUS DETROIT STR TR 13,141.0 $663K 0.18% +156.0 +1.2% $50.49 +0.4%
47 XMMO INVESCO EXCHANGE TRADED FD T 3,854.0 $656K 0.18% $170.14 -9.0%
48 NOBL PROSHARES TR 11,455.0 $643K 0.17% +6K +100.9% $56.16 +3.8%
49 MA MASTERCARD INCORPORATED Financial Services 1,243.0 $638K 0.17% $513.67 +16.0%
50 JNJ JOHNSON & JOHNSON Healthcare 2,512.0 $638K 0.17% $253.97 +5.0%
51 BALT INNOVATOR ETFS TRUST 17,918.0 $614K 0.16% $34.27 +1.5%
52 GS GOLDMAN SACHS GROUP INC Financial Services 597.0 $604K 0.16% $1011.37 +3.3%
53 IONQ IONQ INC Technology 11,191.0 $596K 0.16% $53.26 -25.5%
54 V VISA INC Financial Services 1,722.0 $591K 0.16% $343.01 +11.5%
55 KO COCA COLA CO Consumer Defensive 6,778.0 $551K 0.15% $81.27 +10.3%
56 VEU VANGUARD INTL EQUITY INDEX F 6,547.0 $548K 0.15% +74.0 +1.1% $83.75 +2.5%
57 TFC TRUIST FINL CORP Financial Services 10,208.0 $509K 0.14% $49.82 +1.3%
58 PUSH PGIM ETF TR 9,696.0 $489K 0.13% NEW $50.41 +0.1%
59 WMT WALMART INC Consumer Defensive 4,133.0 $468K 0.12% $113.26 -9.1%
60 CSCO CISCO SYS INC Technology 3,956.0 $465K 0.12% $117.46 -5.2%
Page 3 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%