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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNH UNITEDHEALTH GROUP INC Healthcare 1,295.0 $538K 0.15% +484.0 +59.7% $415.63 -5.5%
62 DE DEERE & CO Industrials 841.0 $533K 0.15% +18.0 +2.2% $634.33 -0.6%
63 NFLX NETFLIX INC. Communication Services 7,391.0 $528K 0.15% +510.0 +7.4% $71.40 +14.5%
64 VIS VANGUARD WORLD FD 1,453.0 $524K 0.15% +309.0 +27.0% $360.38 -5.9%
65 CVS CVS HEALTH CORP Healthcare 4,906.0 $508K 0.15% +108.0 +2.2% $103.46 -10.0%
66 VDC VANGUARD WORLD FD 2,002.0 $451K 0.13% +574.0 +40.2% $225.49 +2.2%
67 BSX BOSTON SCIENTIFIC CORP Healthcare 10,043.0 $429K 0.12% +2K +19.0% $42.68 +9.7%
68 DHR DANAHER CORP DEL Healthcare 2,186.0 $416K 0.12% +296.0 +15.7% $190.48 +13.4%
69 IEFA ISHARES TR 4,246.0 $410K 0.12% +1K +33.6% $96.58 +4.0%
70 VHT VANGUARD WORLD FD 1,259.0 $376K 0.11% +24.0 +1.9% $299.01 +7.3%
71 SKYY FIRST TR EXCHANGE-TRADED FD 2,752.0 $370K 0.11% +839.0 +43.9% $134.56 +22.7%
72 UBER UBER TECHNOLOGIES INC Technology 4,865.0 $351K 0.10% +1K +40.0% $72.16 +9.2%
73 CRM SALESFORCE INC Technology 2,211.0 $346K 0.10% +461.0 +26.3% $156.66 +63.4%
74 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 21,274.0 $346K 0.10% +801.0 +3.9% $16.28 -2.1%
75 CARR CARRIER GLOBAL CORPORATION Industrials 4,720.0 $346K 0.10% +70.0 +1.5% $73.35 -19.9%
76 WMB WILLIAMS COS INC Energy 4,651.0 $346K 0.10% +764.0 +19.7% $74.34 -0.8%
77 NDAQ NASDAQ INC Financial Services 3,849.0 $303K 0.09% +756.0 +24.4% $78.82 +26.0%
78 ANET ARISTA NETWORKS INC Technology 1,785.0 $303K 0.09% +33.0 +1.9% $169.88 +15.0%
79 AGG ISHARES TR 3,063.0 $303K 0.09% +387.0 +14.5% $98.98 -1.5%
80 BX BLACKSTONE INC Financial Services 2,547.0 $300K 0.09% +103.0 +4.2% $117.67 +21.0%
Page 4 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%