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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 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 5,257.0 $224K 0.07% NEW $42.55 -5.7%
102 TXN TEXAS INSTRS INC Technology 1,262.0 $219K 0.07% NEW $173.54 +64.5%
103 ADP AUTOMATIC DATA PROCESSING IN Industrials 826.0 $213K 0.07% NEW $257.38 -13.1%
104 DFEM DIMENSIONAL ETF TRUST 6,247.0 $207K 0.06% NEW $33.08 +20.4%
105 CPER UNITED STS COMMODITY INDEX F Financial Services 4,087.0 $143K 0.04% NEW $34.96 +6.8%
106 BZAI BLAIZE HLDGS INC Technology 18,181.0 $35K 0.01% NEW $1.95 -24.6%
Page 6 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%