§ 13F · FUND PROFILE
Pines Wealth Management, LLC.
AUM · $348M (13F)Positions · 219Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGUS | VANGUARD INSTL INDEX FD | 269K | $20M | 5.9% | +55% |
| 2 | IVV | ISHARES TR | 27K | $20M | 5.8% | +1% |
| 3 | NVDA | NVIDIA CORPORATION | 63K | $13M | 3.6% | −1% |
| 4 | AAPL | APPLE INC | 40K | $12M | 3.3% | +1% |
| 5 | BSV | VANGUARD BD INDEX FDS | 148K | $12M | 3.3% | +1% |
| 6 | AMZN | AMAZON COM INC | 39K | $9M | 2.7% | +3% |
| 7 | AVGO | BROADCOM INC | 22K | $8M | 2.4% | −3% |
| 8 | MSFT | MICROSOFT CORP | 22K | $8M | 2.4% | −1% |
| 9 | MUB | ISHARES TR | 76K | $8M | 2.4% | +5% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $6M | 1.7% | −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 $348 million in assets. The fund runs a broad portfolio of 219 positions.
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