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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 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 12,819.0 $1.1M 0.30% +580.0 +4.7% $82.84 -1.2%
42 FFSM FIDELITY COVINGTON TRUST 27,662.0 $1.1M 0.30% +8K +40.5% $38.21 -4.2%
43 GOVT ISHARES TR 46,163.0 $1.1M 0.30% +7K +19.2% $22.78 -1.4%
44 XLV SELECT SECTOR SPDR TR 6,257.0 $993K 0.28% +1K +30.0% $158.65 +7.9%
45 CGSD CAPITAL GRP FIXED INCM ETF T 38,186.0 $983K 0.28% +7K +23.0% $25.73 -0.1%
46 CGMS CAPITAL GRP FIXED INCM ETF T 35,104.0 $959K 0.28% +4K +14.4% $27.33 -0.6%
47 VCSH VANGUARD SCOTTSDALE FDS 12,066.0 $954K 0.27% +4K +43.1% $79.03 -0.7%
48 PGX INVESCO EXCH TRADED FD TR II 86,465.0 $937K 0.27% +21K +31.3% $10.84 -2.2%
49 UNP UNION PAC CORP Industrials 2,892.0 $787K 0.23% +79.0 +2.8% $272.00 +13.0%
50 XLF SELECT SECTOR SPDR TR 14,670.0 $786K 0.23% +488.0 +3.4% $53.61 +8.4%
51 JNJ JOHNSON & JOHNSON Healthcare 3,006.0 $763K 0.22% +266.0 +9.7% $253.99 +5.5%
52 IFRA ISHARES TR 11,670.0 $736K 0.21% +2K +18.1% $63.04 -6.1%
53 IBB ISHARES TR 3,793.0 $721K 0.21% +452.0 +13.5% $190.19 +9.9%
54 WFC WELLS FARGO & CO Financial Services 8,650.0 $715K 0.21% +938.0 +12.2% $82.64 +4.9%
55 NOW SERVICENOW INC Technology 7,125.0 $707K 0.20% +5K +247.6% $99.28 +45.8%
56 XLRE SELECT SECTOR SPDR TR 14,059.0 $619K 0.18% +5K +53.9% $44.03 +1.0%
57 LIN LINDE PLC Basic Materials 1,188.0 $617K 0.18% +365.0 +44.4% $518.94 -5.7%
58 USHY ISHARES TR 16,039.0 $594K 0.17% +2K +13.5% $37.02 -0.4%
59 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,249.0 $571K 0.16% +1K +13.9% $61.76 -9.1%
60 F FORD MTR CO Consumer Cyclical 40,955.0 $569K 0.16% +891.0 +2.2% $13.90 -0.2%
Page 3 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%