§ 13F · FUND PROFILE
Pines Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $282.7T (13F)Positions · 229Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 32K | $21.9T | 7.1% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 65K | $12.1T | 3.9% | −2% |
| 3 | MSFT | MICROSOFT CORP | 22K | $10.6T | 3.4% | ±0% |
| 4 | AAPL | APPLE INC | 39K | $10.5T | 3.4% | ±0% |
| 5 | GLTR | ABRDN PRECIOUS METALS BASKET | 45K | $9.3T | 3.0% | −2% |
| 6 | AMZN | AMAZON COM INC | 38K | $8.7T | 2.8% | ±0% |
| 7 | MUB | ISHARES TR | 76K | $8.2T | 2.6% | +2% |
| 8 | AVGO | BROADCOM INC | 23K | $7.8T | 2.5% | −1% |
| 9 | BSV | VANGUARD BD INDEX FDS | 86K | $6.8T | 2.2% | +3% |
| 10 | JPM | JPMORGAN CHASE & CO. | 19K | $6.2T | 2.0% | −2% |
§ 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 $282676.1 trillion in assets. The fund runs a broad portfolio of 229 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed