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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAU DIMENSIONAL ETF TRUST 6,545.0 $295K 0.09% $45.12 +12.7%
82 MRK MERCK & CO INC Healthcare 2,435.0 $293K 0.09% $120.29 +5.9%
83 PEP PEPSICO INC Consumer Defensive 1,800.0 $279K 0.08% $155.27 -9.1%
84 TJUL INNOVATOR ETFS TRUST 9,414.0 $276K 0.08% -233.0 -2.4% $29.36 +2.7%
85 USMV ISHARES TR 2,911.0 $270K 0.08% $92.74 +3.2%
86 VTIP VANGUARD MALVERN FDS 5,350.0 $267K 0.08% +79.0 +1.5% $49.95 +0.6%
87 DFSI DIMENSIONAL ETF TRUST 6,300.0 $267K 0.08% -64.0 -1.0% $42.40 +5.3%
88 VSGX VANGUARD WORLD FD 3,682.0 $264K 0.08% -28.0 -0.8% $71.73 +13.2%
89 DMXF ISHARES TR 3,460.0 $261K 0.08% $75.45 +9.9%
90 XLE SELECT SECTOR SPDR TR 4,244.0 $260K 0.08% NEW $61.25 -12.2%
91 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 893.0 $259K 0.08% -113.0 -11.2% $290.49 -4.2%
92 IVV ISHARES TR 387.0 $253K 0.08% $653.21 +12.8%
93 PSEP INNOVATOR ETFS TRUST 5,834.0 $251K 0.07% $43.06 +6.4%
94 TXN TEXAS INSTRS INC Technology 1,271.0 $247K 0.07% +9.0 +0.7% $194.07 +52.7%
95 LIN LINDE PLC Basic Materials 457.0 $226K 0.07% NEW $495.55 +4.8%
96 SCHW SCHWAB CHARLES CORP Financial Services 2,364.0 $222K 0.07% -399.0 -14.4% $93.98 -4.9%
97 AXP AMERICAN EXPRESS CO Financial Services 720.0 $218K 0.07% $302.48 +12.8%
98 BAC BANK AMERICA CORP Financial Services 4,349.0 $212K 0.06% $48.75 +18.4%
99 SCHD SCHWAB STRATEGIC TR 6,806.0 $209K 0.06% NEW $30.68 +4.4%
100 VGSH VANGUARD SCOTTSDALE FDS 3,462.0 $203K 0.06% NEW $58.54 -0.5%
Page 5 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%