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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 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGIT VANGUARD SCOTTSDALE FDS 26,264.0 $1.5M 0.45% +8K +47.5% $58.98 -1.3%
62 EEM ISHARES TR 22,584.0 $1.5M 0.44% -9K -27.7% $68.41 -1.9%
63 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,103.0 $1.5M 0.43% -593.0 -16.0% $477.57 -12.6%
64 PLD PROLOGIS INC. Real Estate 10,888.0 $1.5M 0.42% +572.0 +5.5% $135.46 +3.9%
65 HPE HEWLETT PACKARD ENTERPRISE C Technology 32,549.0 $1.5M 0.42% -3K -8.2% $45.11 +15.9%
66 LMT LOCKHEED MARTIN CORP Industrials 2,833.0 $1.4M 0.41% +52.0 +1.9% $509.52 +10.7%
67 ORCL ORACLE CORP Technology 9,611.0 $1.4M 0.41% +8K +391.6% $146.55 +2.8%
68 CVX CHEVRON CORPORATION Energy 8,294.0 $1.4M 0.40% +233.0 +2.9% $165.76 +21.8%
69 XLY SELECT SECTOR SPDR TR 11,220.0 $1.3M 0.38% -609.0 -5.2% $117.28 -0.1%
70 QUAL ISHARES TR 5,945.0 $1.3M 0.38% -188.0 -3.1% $219.43 +1.9%
71 ETN EATON CORP PLC Industrials 3,057.0 $1.3M 0.38% +49.0 +1.6% $426.12 -5.5%
72 VCIT VANGUARD SCOTTSDALE FDS 15,745.0 $1.3M 0.37% +5K +42.2% $82.65 -1.8%
73 XLK SELECT SECTOR SPDR TR 6,744.0 $1.3M 0.37% -580.0 -7.9% $190.52 -2.5%
74 TT TRANE TECHNOLOGIES PLC Industrials 2,550.0 $1.3M 0.36% -279.0 -9.9% $491.16 -8.6%
75 PNC PNC FINL SVCS GROUP INC Financial Services 5,046.0 $1.2M 0.36% -296.0 -5.5% $246.22 -1.6%
76 MCD MCDONALDS CORP Consumer Cyclical 4,479.0 $1.2M 0.35% +215.0 +5.0% $270.30 -2.0%
77 MCK MCKESSON CORP Healthcare 1,599.0 $1.2M 0.35% -241.0 -13.1% $755.60 +18.2%
78 MRK MERCK & CO INC Healthcare 9,388.0 $1.2M 0.35% +2K +31.0% $128.50 +15.4%
79 CGCB CAPITAL GRP FIXED INCM ETF T 45,680.0 $1.2M 0.34% +7K +16.9% $26.18 -1.2%
80 DUK DUKE ENERGY CORP NEW Utilities 9,409.0 $1.2M 0.34% -437.0 -4.4% $126.58 -5.0%
Page 4 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%