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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 2 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 12,482.0 $3.8M 1.08% +515.0 +4.3% $300.45 -1.6%
22 MU MICRON TECHNOLOGY INC Technology 3,177.0 $3.7M 1.05% -2K -41.2% $1154.29 -19.2%
23 AMD ADVANCED MICRO DEVICES INC Technology 5,488.0 $3.2M 0.92% -653.0 -10.6% $580.91 -19.9%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 11,218.0 $3.2M 0.91% +700.0 +6.7% $281.21 -16.2%
25 KLAC KLA CORP Technology 10,294.0 $3.1M 0.89% +9K +639.0% $301.71 -41.8%
26 IJR ISHARES TR 20,277.0 $3.0M 0.86% -2K -8.4% $148.31 -1.8%
27 FDX FEDEX CORP Industrials 9,175.0 $2.9M 0.83% +293.0 +3.3% $313.11 +5.7%
28 PG PROCTER & GAMBLE CO Consumer Defensive 18,437.0 $2.7M 0.78% +1K +7.7% $146.64 -2.0%
29 SUB ISHARES TR 23,956.0 $2.6M 0.73% +4K +18.0% $106.47 -0.2%
30 CGUS CAPITAL GROUP CORE EQUITY ET 55,170.0 $2.5M 0.71% -7K -11.9% $44.48 +1.9%
31 VGT VANGUARD WORLD FD 18,805.0 $2.2M 0.65% +17K +729.9% $119.52 +0.5%
32 XLE SELECT SECTOR SPDR TR 40,846.0 $2.2M 0.62% -7K -15.0% $53.11 +18.0%
33 SCHO SCHWAB STRATEGIC TR 89,166.0 $2.2M 0.62% +29K +48.1% $24.14 -0.3%
34 CGDV CAPITAL GROUP DIVIDEND VALUE 43,396.0 $2.1M 0.61% -3K -6.9% $49.28 +2.2%
35 V VISA INC Financial Services 5,978.0 $2.1M 0.59% +61.0 +1.0% $343.07 +11.2%
36 CAT CATERPILLAR INC Industrials 1,912.0 $2.0M 0.58% -143.0 -7.0% $1064.90 -24.9%
37 GS GOLDMAN SACHS GROUP INC Financial Services 1,972.0 $2.0M 0.57% -594.0 -23.1% $1011.26 +2.2%
38 ABBV ABBVIE INC Healthcare 7,808.0 $2.0M 0.56% +795.0 +11.3% $251.64 +1.5%
39 CGCV CAPITAL GROUP CONSERVATIVE E 58,773.0 $1.9M 0.56% -372.0 -0.6% $32.82 +1.4%
40 RECS COLUMBIA ETF TR I 44,327.0 $1.9M 0.55% +4K +9.8% $43.28 +4.8%
Page 2 of 11  ·  219 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%