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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 6 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IXN ISHARES TR 5,629.0 $813K 0.23% -4K -43.9% $144.48 -2.7%
102 UNP UNION PAC CORP Industrials 2,892.0 $787K 0.23% +79.0 +2.8% $272.00 +13.0%
103 XLF SELECT SECTOR SPDR TR 14,670.0 $786K 0.23% +488.0 +3.4% $53.61 +8.4%
104 CGBL CAPITAL GROUP CORE BALANCED 20,313.0 $771K 0.22% $37.96 +0.6%
105 JNJ JOHNSON & JOHNSON Healthcare 3,006.0 $763K 0.22% +266.0 +9.7% $253.99 +5.5%
106 DLR DIGITAL RLTY TR INC Real Estate 4,206.0 $755K 0.22% -88.0 -2.0% $179.58 +3.3%
107 IFRA ISHARES TR 11,670.0 $736K 0.21% +2K +18.1% $63.04 -6.1%
108 VTWO VANGUARD SCOTTSDALE FDS 6,021.0 $731K 0.21% -304.0 -4.8% $121.42 -1.5%
109 IBB ISHARES TR 3,793.0 $721K 0.21% +452.0 +13.5% $190.19 +9.9%
110 WFC WELLS FARGO & CO Financial Services 8,650.0 $715K 0.21% +938.0 +12.2% $82.64 +4.9%
111 NOW SERVICENOW INC Technology 7,125.0 $707K 0.20% +5K +247.6% $99.28 +45.8%
112 VTV VANGUARD INDEX FDS 3,147.0 $686K 0.20% -412.0 -11.6% $217.93 +3.4%
113 GLD SPDR GOLD TR Financial Services 1,851.0 $682K 0.20% -1K -41.5% $368.38 +11.0%
114 TFC TRUIST FINL CORP Financial Services 13,533.0 $674K 0.19% -2K -11.7% $49.82 +1.2%
115 C CITIGROUP INC Financial Services 4,804.0 $672K 0.19% -788.0 -14.1% $139.96 -5.1%
116 SHEL SHELL PLC Energy 8,472.0 $657K 0.19% -3K -27.8% $77.54 +17.2%
117 FEDEX FGHT HLDG CO INC 4,210.0 $636K 0.18% NEW $151.00
118 BERKSHIRE HATHAWAY INC DEL 1,267.0 $634K 0.18% -30.0 -2.3% $500.39
119 XLRE SELECT SECTOR SPDR TR 14,059.0 $619K 0.18% +5K +53.9% $44.03 +1.0%
120 LIN LINDE PLC Basic Materials 1,188.0 $617K 0.18% +365.0 +44.4% $518.94 -5.7%
Page 6 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%