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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 1,240.0 $317K 0.09% NEW $255.43 -41.0%
82 ABT ABBOTT LABORATORIES Healthcare 3,486.0 $316K 0.09% $90.73 +22.9%
83 ORCL ORACLE CORP Technology 2,145.0 $314K 0.08% $146.55 +4.1%
84 MRK MERCK & CO INC Healthcare 2,437.0 $313K 0.08% $128.49 +15.2%
85 VSGX VANGUARD WORLD FD 3,685.0 $303K 0.08% $82.34 +2.0%
86 DMXF ISHARES TR 3,460.0 $293K 0.08% $84.60 +3.4%
87 IVV ISHARES TR 387.0 $290K 0.08% $748.89 +3.5%
88 TJUL INNOVATOR ETFS TRUST 9,414.0 $285K 0.08% $30.23 +1.2%
89 DFSI DIMENSIONAL ETF TRUST 6,306.0 $284K 0.08% $45.10 +6.1%
90 QCOM QUALCOMM INC Technology 1,530.0 $283K 0.08% NEW $184.85 -11.7%
91 LOW LOWES COS INC Consumer Cyclical 1,268.0 $280K 0.07% $220.56 -6.3%
92 VTIP VANGUARD MALVERN FDS 5,358.0 $269K 0.07% $50.23 -0.8%
93 PSEP INNOVATOR ETFS TRUST 5,834.0 $269K 0.07% $46.05 +1.7%
94 MTUM ISHARES TR 781.0 $268K 0.07% NEW $342.83 -11.6%
95 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 894.0 $262K 0.07% $293.08 +4.8%
96 XLK SELECT SECTOR SPDR TR 1,326.0 $253K 0.07% NEW $190.52 -1.6%
97 BAC BANK OF AMER CORP Financial Services 4,389.0 $250K 0.07% +40.0 +0.9% $56.98 +8.5%
98 PEP PEPSICO INC Consumer Defensive 1,801.0 $244K 0.07% $135.42 +4.0%
99 AXP AMERICAN EXPRESS CO Financial Services 720.0 $244K 0.07% $338.25 -1.1%
100 LIN LINDE PLC Basic Materials 457.0 $237K 0.06% $518.72 -5.8%
Page 5 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%