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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ VERIZON COMMUNICATIONS INC Communication Services 6,779.0 $287K 0.08% +342.0 +5.3% $42.34 +18.3%
82 BA BOEING CO Industrials 1,308.0 $283K 0.08% +102.0 +8.5% $216.47 -3.1%
83 SCHW SCHWAB CHARLES CORP Financial Services 2,881.0 $266K 0.08% +453.0 +18.7% $92.27 +19.4%
84 ZTS ZOETIS INC Healthcare 3,640.0 $262K 0.07% +1K +66.2% $71.86 +7.6%
85 NKE NIKE INC Consumer Cyclical 6,259.0 $257K 0.07% +720.0 +13.0% $41.05 -3.5%
86 CI THE CIGNA GROUP Healthcare 925.0 $255K 0.07% +152.0 +19.7% $275.68 +1.2%
87 HDV ISHARES TR 9,142.0 $251K 0.07% +7K +387.3% $27.41 +7.4%
88 MLM MARTIN MARIETTA MATLS INC Basic Materials 432.0 $249K 0.07% +48.0 +12.5% $576.70 -7.9%
Page 5 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%