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Portfolio (Quarterly) Guide ↗

Pines Wealth Management, LLC

· CIK 0002037426
13F Portfolio $348M AUM 219 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 88 Added 94 Reduced 29 Exited
Page 1 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 40,242.0 $11.6M 3.35% +2K +4.4% $289.36 +10.5%
2 BSV VANGUARD BD INDEX FDS 147,950.0 $11.5M 3.31% +62K +72.1% $77.91 -0.5%
3 AMZN AMAZON COM INC Consumer Cyclical 39,143.0 $9.3M 2.68% +2K +4.2% $238.34 +11.8%
4 MSFT MICROSOFT CORP Technology 22,137.0 $8.3M 2.37% +294.0 +1.4% $373.03 +37.7%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,956.0 $5.9M 1.71% +57.0 +0.7% $746.77 +3.0%
6 IGSB ISHARES TR 97,405.0 $5.1M 1.47% +9K +10.6% $52.41 -0.6%
7 IUSB ISHARES TR 83,493.0 $3.9M 1.11% +12K +17.5% $46.15 -1.4%
8 IWM ISHARES TR 12,482.0 $3.8M 1.08% +515.0 +4.3% $300.45 -1.6%
9 IBM INTERNATIONAL BUSINESS MACHS Technology 11,218.0 $3.2M 0.91% +700.0 +6.7% $281.21 -16.2%
10 KLAC KLA CORP Technology 10,294.0 $3.1M 0.89% +9K +639.0% $301.71 -41.8%
11 FDX FEDEX CORP Industrials 9,175.0 $2.9M 0.83% +293.0 +3.3% $313.11 +5.7%
12 PG PROCTER & GAMBLE CO Consumer Defensive 18,437.0 $2.7M 0.78% +1K +7.7% $146.64 -2.0%
13 SUB ISHARES TR 23,956.0 $2.6M 0.73% +4K +18.0% $106.47 -0.2%
14 VGT VANGUARD WORLD FD 18,805.0 $2.2M 0.65% +17K +729.9% $119.52 +0.5%
15 SCHO SCHWAB STRATEGIC TR 89,166.0 $2.2M 0.62% +29K +48.1% $24.14 -0.3%
16 V VISA INC Financial Services 5,978.0 $2.1M 0.59% +61.0 +1.0% $343.07 +11.2%
17 ABBV ABBVIE INC Healthcare 7,808.0 $2.0M 0.56% +795.0 +11.3% $251.64 +1.5%
18 RECS COLUMBIA ETF TR I 44,327.0 $1.9M 0.55% +4K +9.8% $43.28 +4.8%
19 HD HOME DEPOT INC Consumer Cyclical 5,425.0 $1.9M 0.55% +750.0 +16.0% $352.66 -6.4%
20 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,007.0 $1.9M 0.54% +71.0 +3.7% $935.47 +1.1%
Page 1 of 5  ·  88 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
Technology 40.1%
Financial Services 14.4%
Healthcare 10.1%
Consumer Cyclical 10.0%
Industrials 8.8%
Consumer Defensive 6.2%
Communication Services 3.9%
Utilities 2.3%
Energy 2.3%
Real Estate 1.4%