§ 13F · FUND PROFILE
Pines Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297M (13F)Positions · 226Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 27K | $18M | 5.7% | −16% |
| 2 | VGUS | VANGUARD INSTL INDEX FD | 174K | $13M | 4.3% | NEW |
| 3 | BSV | VANGUARD BD INDEX FDS | 146K | $11M | 3.7% | +70% |
| 4 | NVDA | NVIDIA CORPORATION | 64K | $11M | 3.6% | −2% |
| 5 | AAPL | APPLE INC | 40K | $10M | 3.3% | +4% |
| 6 | MSFT | MICROSOFT CORP | 22K | $8M | 2.7% | +2% |
| 7 | AMZN | AMAZON COM INC | 38K | $8M | 2.6% | +2% |
| 8 | MUB | ISHARES TR | 73K | $8M | 2.5% | −5% |
| 9 | AVGO | BROADCOM INC | 23K | $7M | 2.3% | +1% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $5M | 1.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINES SIGNAL
AC read
Pines Wealth Management, LLC is a Other fund managing $297 million in assets. The fund runs a broad portfolio of 226 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed