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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  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DVY ISHARES TR 3,273.0 $512K 0.15% -299.0 -8.4% $156.30 +4.8%
62 PH PARKER-HANNIFIN CORP Industrials 505.0 $494K 0.14% -74.0 -12.8% $978.12 +1.7%
63 EMXC ISHARES INC 4,748.0 $486K 0.14% -2K -31.8% $102.30 -4.1%
64 GEV GE VERNOVA INC Utilities 402.0 $472K 0.14% -3.0 -0.7% $1174.89 -22.4%
65 EFG ISHARES TR 3,773.0 $469K 0.14% -172.0 -4.4% $124.42 +0.5%
66 EFV ISHARES TR 6,099.0 $467K 0.13% -196.0 -3.1% $76.55 +6.8%
67 KO COCA COLA CO Consumer Defensive 5,640.0 $458K 0.13% -471.0 -7.7% $81.27 +10.3%
68 AXP AMERICAN EXPRESS CO Financial Services 1,355.0 $458K 0.13% -464.0 -25.5% $338.20 -1.5%
69 MS MORGAN STANLEY Financial Services 2,078.0 $434K 0.12% -350.0 -14.4% $209.04 +2.7%
70 DIS DISNEY WALT CO Communication Services 4,424.0 $426K 0.12% -99.0 -2.2% $96.25 +12.3%
71 TXN TEXAS INSTRS INC Technology 1,414.0 $421K 0.12% -159.0 -10.1% $298.07 -13.2%
72 GE GE AEROSPACE Industrials 1,089.0 $407K 0.12% -796.0 -42.2% $373.78 -8.3%
73 VOO VANGUARD INDEX FDS 590.0 $405K 0.12% -125.0 -17.5% $687.05 +2.9%
74 EQIX EQUINIX INC Real Estate 369.0 $385K 0.11% -18.0 -4.7% $1042.39 +0.2%
75 NOC NORTHROP GRUMMAN CORP Industrials 748.0 $381K 0.11% -140.0 -15.8% $509.59 +7.1%
76 EFA ISHARES TR 3,576.0 $371K 0.11% -412.0 -10.3% $103.88 +3.7%
77 ADI ANALOG DEVICES INC Technology 885.0 $351K 0.10% -187.0 -17.4% $397.17 -8.9%
78 TD TORONTO DOMINION BK ONT Financial Services 2,860.0 $347K 0.10% -1K -27.3% $121.43 -0.1%
79 BAC BANK OF AMER CORP Financial Services 6,025.0 $343K 0.10% -2K -20.2% $56.98 +9.4%
80 SBUX STARBUCKS CORP Consumer Cyclical 2,962.0 $303K 0.09% -259.0 -8.0% $102.19 +5.5%
Page 4 of 5  ·  94 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%