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Portfolio (Quarterly) Guide ↗

Pines Wealth Management, LLC

· CIK 0002037426
13F Portfolio $310M AUM 225 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 12 New 100 Added 72 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FFSM FIDELITY COVINGTON TRUST 19,682.0 $604K 0.20% NEW $30.69 +19.3%
2 VHT VANGUARD WORLD FD 1,235.0 $355K 0.12% NEW $287.85 +11.5%
3 NDAQ NASDAQ INC Financial Services 3,093.0 $300K 0.10% NEW $97.13 +2.2%
4 GILD GILEAD SCIENCES INC Healthcare 2,399.0 $294K 0.10% NEW $122.74 +18.7%
5 AMAT APPLIED MATLS INC Technology 1,121.0 $288K 0.09% NEW $256.99 +79.6%
6 CAH CARDINAL HEALTH INC Healthcare 1,214.0 $249K 0.08% NEW $205.50 +14.1%
7 MLM MARTIN MARIETTA MATLS INC Basic Materials 384.0 $239K 0.08% NEW $622.66 -14.7%
8 FIS FIDELITY NATL INFORMATION SV Technology 3,450.0 $229K 0.07% NEW $66.46 -37.6%
9 FCX FREEPORT-MCMORAN INC Basic Materials 4,484.0 $228K 0.07% NEW $50.79 +50.5%
10 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 97.0 $208K 0.07% NEW $2146.19 +2.2%
11 IWF ISHARES TR 429.0 $203K 0.07% NEW $473.30 -74.1%
12 PUTNAM ETF TRUST 11,310.0 $95K 0.03% NEW $8.38

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 33.3%
Financial Services 20.2%
Healthcare 9.8%
Consumer Cyclical 9.7%
Industrials 8.1%
Consumer Defensive 6.6%
Communication Services 4.3%
Energy 3.9%
Utilities 2.3%
Real Estate 1.4%