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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 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGUS VANGUARD INSTL INDEX FD 269,259.0 $20.4M 5.86% NEW $75.66 +0.0%
2 VBIL VANGUARD INSTL INDEX FD 54,158.0 $4.1M 1.18% NEW $75.68 +0.0%
3 FEDEX FGHT HLDG CO INC 4,210.0 $636K 0.18% NEW $151.00
4 MRVL MARVELL TECHNOLOGY INC Technology 2,064.0 $615K 0.18% NEW $297.89 -27.3%
5 QQQ INVESCO QQQ TR Financial Services 678.0 $500K 0.14% NEW $736.88 -2.8%
6 AZN ASTRAZENECA PLC Healthcare 2,176.0 $413K 0.12% NEW $189.62 -14.2%
7 ASML ASML HLDG NV Technology 201.0 $400K 0.12% NEW $1989.44 -14.7%
8 DRAM ROUNDHILL ETF TRUST 5,000.0 $369K 0.11% NEW $73.85 -24.4%
9 HONEYWELL AEROSPACE INC 1,522.0 $336K 0.10% NEW $221.08
10 HONEYWELL INTL INC 1,484.0 $332K 0.10% NEW $223.90
11 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 329.0 $317K 0.09% NEW $965.00 -14.0%
12 CB CHUBB LIMITED Financial Services 853.0 $291K 0.08% NEW $340.74 -0.2%
13 DELL DELL TECHNOLOGIES INC Technology 649.0 $280K 0.08% NEW $431.46 +5.7%
14 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,554.0 $245K 0.07% NEW $96.12 -51.2%
15 IVW ISHARES TR 1,772.0 $244K 0.07% NEW $137.53 +1.8%
16 INTC INTEL CORP Technology 1,711.0 $239K 0.07% NEW $139.63 -35.9%
17 EOG EOG RES INC Energy 1,833.0 $238K 0.07% NEW $129.73 +10.5%
18 CIBR FIRST TR EXCHANGE-TRADED FD 2,645.0 $238K 0.07% NEW $89.85 +9.7%
19 GLW CORNING INC Technology 920.0 $235K 0.07% NEW $255.43 -41.7%
20 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 740.0 $235K 0.07% NEW $317.53 -12.0%
Page 1 of 2  ·  23 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%