Pines Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2037426
Institutional-grade research for retail investors
13F Reported Value
ⓘ$309.0M
Holdings
215
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Pines Wealth Management, LLC disclosed 215 positions worth $309.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 17. The portfolio is most concentrated in Other (41.3% of disclosed assets). All figures are sourced directly from Pines Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2037426.
AI Fund Analysis
StableISHARES TR
5.7% weight
Held 6 quarters
$META3.7% weight
Held 6 quarters
$NVDA3.6% weight
Held 6 quarters
$AAPL3.3% weight
Held 6 quarters
$MSFT2.7% weight
Held 6 quarters
$SPY5 quarters accumulating
$LLY5 quarters accumulating
$HD5 quarters accumulating
COLUMBIA ETF TR I
5 quarters accumulating
VANGUARD INDEX FDS
5 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$17.6M26,964 shVANGUARD INSTL INDEX FD
—Quality
$13.2M174,037 sh- 80.9#35
Quality
$11.5M146,105 sh - 90.2
Quality
$11.1M63,785 sh - 76.1
Quality
$10.2M40,014 sh - 83.7
Quality
$8.3M22,332 sh - 74.6
Quality
$8.0M38,181 sh ISHARES TR
—Quality
$7.7M72,968 sh- 86.4
Quality
$7.1M22,843 sh - —
Quality
$5.3M8,127 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $17.6M | 26,964 |
| VANGUARD INSTL INDEX FD | — | $13.2M | 174,037 |
| Meta Platforms, Inc.$META | 80.9#35 | $11.5M | 146,105 |
| NVIDIA CORP$NVDA | 90.2 | $11.1M | 63,785 |
| Apple Inc.$AAPL | 76.1 | $10.2M | 40,014 |
| MICROSOFT CORP$MSFT | 83.7 | $8.3M | 22,332 |
 AMAZON COM INC$AMZN | 74.6 | $8.0M | 38,181 |
| ISHARES TR | — | $7.7M | 72,968 |
 Broadcom Inc.$AVGO | 86.4 | $7.1M | 22,843 |
| SPDR S&P 500 ETF TRUST$SPY | — | $5.3M | 8,127 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pines Wealth Management, LLC's 215 positions.
Showing top 10 of 215 holdings.
Sector Allocation
Other
$127.7M
Technology
$78.7M
Consumer Discretionary
$21.6M
Financials
$20.6M
Industrials
$20.1M
Healthcare
$13.7M
Energy
$9.9M
Consumer Staples
$6.3M
Full Holdings — Pines Wealth Management, LLC (Q1 2026)
All 215 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $17.6M | 5.7% | -16% | — |
| 2 | — | VANGUARD INSTL INDEX FD | $13.2M | 4.3% | NEW | — |
| 3 | $META | Meta Platforms, Inc. | $11.5M | 3.7% | +70% | 80.9 |
| 4 | $NVDA | NVIDIA CORP | $11.1M | 3.6% | -2% | 90.2 |
| 5 | $AAPL | Apple Inc. | $10.2M | 3.3% | +4% | 76.1 |
| 6 | $MSFT | MICROSOFT CORP | $8.3M | 2.7% | +2% | 83.7 |
| 7 | $AMZN | AMAZON COM INC | $8.0M | 2.6% | +2% | 74.6 |
| 8 | — | ISHARES TR | $7.7M | 2.5% | -5% | — |
| 9 | $AVGO | Broadcom Inc. | $7.1M | 2.3% | +1% | 86.4 |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $5.3M | 1.7% | +3% | — |
| 11 | — | ISHARES TR | $5.2M | 1.7% | -2% | — |
| 12 |  $JPM | JPMORGAN CHASE & CO | $5.1M | 1.6% | -10% | 35.6 |
| 13 |  $WMT | Walmart Inc. | $5.0M | 1.6% | -24% | 63.2 |
| 14 | — | ISHARES TR | $4.8M | 1.6% | +3% | — |
| 15 |  $GOOGL | Alphabet Inc. | $4.7M | 1.5% | -9% | 80.2 |
| 16 | $LLY | ELI LILLY & Co | $4.4M | 1.4% | +1% | 89.3 |
| 17 |  $XOM | EXXON MOBIL CORP | $4.3M | 1.4% | -2% | 61.8 |
| 18 | — | VANGUARD INSTL INDEX FD | $4.1M | 1.3% | NEW | — |
| 19 | — | ISHARES TR | $3.9M | 1.3% | -3% | — |
| 20 | — | ISHARES TR | $3.8M | 1.2% | +14% | — |
| 21 |  $GOOG | Alphabet Inc. | $3.3M | 1.1% | -14% | 80.2 |
| 22 |  $FDX | FEDEX CORP | $3.2M | 1.0% | +1% | 60.3 |
| 23 | — | ISHARES TR | $3.0M | 1.0% | +0% | — |
| 24 | — | SELECT SECTOR SPDR TR | $2.9M | 0.9% | -2% | — |
| 25 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.6M | 0.9% | +4% | 66.7 |
| 26 |  $PG | PROCTER & GAMBLE Co | $2.6M | 0.8% | +4% | 72.9 |
| 27 | — | ISHARES TR | $2.5M | 0.8% | -9% | — |
| 28 | — | ISHARES TR | $2.4M | 0.8% | +10% | — |
| 29 | — | CAPITAL GROUP CORE EQUITY ET | $2.2M | 0.7% | -10% | — |
| 30 | — | SPDR SERIES TRUST | $2.1M | 0.7% | +3% | — |
| 31 | — | SCHWAB STRATEGIC TR | $2.1M | 0.7% | +41% | — |
| 32 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.6% | +1% | 67 |
| 33 |  $NEE | NEXTERA ENERGY INC | $1.9M | 0.6% | -2% | 71.7 |
| 34 |  $LOW | LOWES COMPANIES INC | $1.9M | 0.6% | +7% | 63.5 |
| 35 | — | CAPITAL GROUP DIVIDEND VALUE | $1.9M | 0.6% | -7% | — |
| 36 | $META | Meta Platforms, Inc. | $1.8M | 0.6% | +16% | 80.9 |
| 37 |  $AMGN | AMGEN INC | $1.8M | 0.6% | -1% | 79.5 |
| 38 | — | VANGUARD WORLD FD | $1.8M | 0.6% | +12% | — |
| 39 | — | CAPITAL GROUP CONSERVATIVE E | $1.7M | 0.6% | -1% | — |
| 40 |  $GS | GOLDMAN SACHS GROUP INC | $1.7M | 0.6% | -20% | — |
| 41 |  $V | VISA INC. | $1.7M | 0.6% | -3% | 83.5 |
| 42 |  $LMT | LOCKHEED MARTIN CORP | $1.7M | 0.6% | +1% | 65 |
| 43 |  $CVX | CHEVRON CORP | $1.7M | 0.5% | +0% | 54.7 |
| 44 |  $ABBV | AbbVie Inc. | $1.7M | 0.5% | +8% | 59.3 |
| 45 | $HD | HOME DEPOT, INC. | $1.6M | 0.5% | +7% | 69.2 |
| 46 | — | COLUMBIA ETF TR I | $1.6M | 0.5% | +2% | — |
| 47 |  $GD | GENERAL DYNAMICS CORP | $1.6M | 0.5% | +7% | 73 |
| 48 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.6M | 0.5% | -0% | 63.7 |
| 49 |  $TSLA | Tesla, Inc. | $1.6M | 0.5% | +2% | 50.1 |
| 50 |  $KLAC | KLA CORP | $1.5M | 0.5% | -25% | 84.4 |
| 51 | — | VANGUARD INDEX FDS | $1.5M | 0.5% | +17% | — |
| 52 | — | ISHARES TR | $1.5M | 0.5% | -14% | — |
| 53 | — | VANGUARD SCOTTSDALE FDS | $1.5M | 0.5% | +41% | — |
| 54 |  $PLD | Prologis, Inc. | $1.5M | 0.5% | +7% | 67.5 |
| 55 |  $ORCL | ORACLE CORP | $1.4M | 0.5% | +402% | 67.2 |
| 56 | — | CAPITAL GROUP NEW GEOGRAPHY | $1.4M | 0.5% | -4% | — |
| 57 |  $ADBE | ADOBE INC. | $1.4M | 0.5% | +208% | 80.4 |
| 58 |  $CAT | CATERPILLAR INC | $1.4M | 0.5% | -4% | 67.8 |
| 59 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.4% | +1% | 72.3 |
| 60 |  $MCK | MCKESSON CORP | $1.3M | 0.4% | -16% | 63.7 |
| 61 | — | CAPITAL GROUP GROWTH ETF | $1.3M | 0.4% | -2% | — |
| 62 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.4% | +6% | 78.8 |
| 63 | — | VANECK ETF TRUST | $1.3M | 0.4% | -9% | — |
| 64 |  $MCD | MCDONALDS CORP | $1.3M | 0.4% | -1% | 73.9 |
| 65 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 0.4% | -2% | 70.7 |
| 66 |  $QCOM | QUALCOMM INC/DE | $1.3M | 0.4% | -6% | 81.9 |
| 67 |  $RTX | RTX Corp | $1.2M | 0.4% | +2% | 70 |
| 68 | — | CAPITAL GROUP INTL FOCUS EQT | $1.2M | 0.4% | -2% | — |
| 69 | — | VANGUARD SCOTTSDALE FDS | $1.2M | 0.4% | +35% | — |
| 70 |  $DUK | Duke Energy CORP | $1.2M | 0.4% | -4% | 64 |
| 71 | — | CAPITAL GRP FIXED INCM ETF T | $1.2M | 0.4% | +17% | — |
| 72 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.4% | -34% | 88.4 |
| 73 | — | SELECT SECTOR SPDR TR | $1.2M | 0.4% | -8% | — |
| 74 |  $COP | CONOCOPHILLIPS | $1.2M | 0.4% | -2% | 74.8 |
| 75 |  $ETN | Eaton Corp plc | $1.1M | 0.4% | +4% | — |
| 76 | — | ISHARES TR | $1.1M | 0.4% | -6% | — |
| 77 |  $MRK | Merck & Co., Inc. | $1.1M | 0.4% | +28% | 70.9 |
| 78 |  $TT | Trane Technologies plc | $1.1M | 0.3% | -7% | — |
| 79 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.3% | -14% | — |
| 80 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $1.1M | 0.3% | -89% | — |
| 81 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.1M | 0.3% | -4% | 70.9 |
| 82 | — | ISHARES U S ETF TR | $984,379 | 0.3% | +0% | — |
| 83 | — | CAPITAL GRP FIXED INCM ETF T | $982,058 | 0.3% | +23% | — |
| 84 | — | CAPITAL GROUP EQUITY ETF TR | $963,742 | 0.3% | -4% | — |
| 85 | — | CAPITAL GRP FIXED INCM ETF T | $953,159 | 0.3% | +14% | — |
| 86 | — | ISHARES TR | $941,147 | 0.3% | +1% | — |
| 87 | — | ISHARES TR | $928,136 | 0.3% | -33% | — |
| 88 | — | SELECT SECTOR SPDR TR | $904,252 | 0.3% | -7% | — |
| 89 |  $IVZ | Invesco Ltd. | $898,147 | 0.3% | +25% | — |
| 90 | — | VANGUARD SCOTTSDALE FDS | $896,828 | 0.3% | +34% | — |
| 91 |  $CRWD | CrowdStrike Holdings, Inc. | $894,039 | 0.3% | +0% | 55 |
| 92 | — | ISHARES TR | $893,170 | 0.3% | +1% | — |
| 93 | — | SELECT SECTOR SPDR TR | $884,484 | 0.3% | -4% | — |
| 94 | — | SELECT SECTOR SPDR TR | $863,761 | 0.3% | +22% | — |
| 95 |  $SHEL | Shell plc | $862,128 | 0.3% | -21% | — |
| 96 | — | ISHARES INC | $860,993 | 0.3% | +1% | — |
| 97 |  $HPE | Hewlett Packard Enterprise Co | $856,303 | 0.3% | +1% | 52.5 |
| 98 |  $MA | Mastercard Inc | $851,921 | 0.3% | -13% | 81.7 |
| 99 | — | ISHARES TR | $813,256 | 0.3% | -19% | — |
| 100 |  $GLD | SPDR GOLD TRUST | $796,467 | 0.3% | -41% | — |
| 101 |  $NFLX | NETFLIX INC | $763,335 | 0.3% | +15% | 86.7 |
| 102 |  $DLR | DIGITAL REALTY TRUST, INC. | $759,586 | 0.3% | -2% | 70.2 |
| 103 |  $PANW | Palo Alto Networks Inc | $753,504 | 0.2% | +5% | 66.5 |
| 104 |  $APH | AMPHENOL CORP /DE/ | $707,308 | 0.2% | -19% | 80.5 |
| 105 | — | CAPITAL GROUP CORE BALANCED | $702,584 | 0.2% | +0% | — |
| 106 |  $UNP | UNION PACIFIC CORP | $699,474 | 0.2% | +2% | 74 |
| 107 | — | SELECT SECTOR SPDR TR | $690,588 | 0.2% | -1% | — |
| 108 | — | VANGUARD INDEX FDS | $688,466 | 0.2% | -1% | — |
| 109 |  $WFC | WELLS FARGO & COMPANY/MN | $678,596 | 0.2% | +11% | — |
| 110 |  $NOW | ServiceNow, Inc. | $663,475 | 0.2% | +210% | 76 |
| 111 |  $JNJ | JOHNSON & JOHNSON | $655,406 | 0.2% | -2% | 72.8 |
| 112 |  $WDC | WESTERN DIGITAL CORP | $641,062 | 0.2% | -23% | 76.8 |
| 113 | — | ISHARES TR | $637,094 | 0.2% | +13% | — |
| 114 | — | FIDELITY COVINGTON TRUST | $628,840 | 0.2% | +0% | — |
| 115 |  $TFC | TRUIST FINANCIAL CORP | $622,113 | 0.2% | -12% | — |
| 116 |  $KMI | KINDER MORGAN, INC. | $612,594 | 0.2% | -4% | 74.6 |
| 117 |  $BRK.B | BERKSHIRE HATHAWAY INC | $607,147 | 0.2% | -2% | 64.5 |
| 118 | — | VANGUARD SCOTTSDALE FDS | $603,124 | 0.2% | -5% | — |
| 119 | — | ISHARES TR | $602,296 | 0.2% | +7% | — |
| 120 |  $PEP | PEPSICO INC | $593,674 | 0.2% | -1% | 62.7 |
| 121 |  $C | CITIGROUP INC | $543,575 | 0.2% | -14% | 54.8 |
| 122 |  $STT | STATE STREET CORP | $542,566 | 0.2% | +45% | 61.5 |
| 123 |  $HON | HONEYWELL INTERNATIONAL INC | $542,472 | 0.2% | -6% | 65.7 |
| 124 | — | ISHARES TR | $540,837 | 0.2% | +0% | — |
| 125 |  $BTI | British American Tobacco p.l.c. | $532,662 | 0.2% | +12% | — |
| 126 |  $PM | Philip Morris International Inc. | $528,923 | 0.2% | -14% | 80.5 |
| 127 | — | ISHARES TR | $521,913 | 0.2% | +0% | — |
| 128 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $511,258 | 0.2% | -16% | 60.5 |
| 129 |  $BSX | BOSTON SCIENTIFIC CORP | $496,165 | 0.2% | -6% | 79.9 |
| 130 |  $AZN | ASTRAZENECA PLC | $493,050 | 0.2% | -57% | — |
| 131 |  $GE | GENERAL ELECTRIC CO | $492,945 | 0.2% | -8% | 74.8 |
| 132 |  $CSX | CSX CORP | $492,354 | 0.2% | +1% | 66.4 |
| 133 |  $LRCX | LAM RESEARCH CORP | $490,137 | 0.2% | -20% | 82.4 |
| 134 |  $MET | METLIFE INC | $477,785 | 0.1% | -3% | 73.9 |
| 135 |  $PH | Parker-Hannifin Corp | $471,792 | 0.1% | -9% | 73.8 |
| 136 |  $AXP | AMERICAN EXPRESS CO | $465,536 | 0.1% | -15% | 73.2 |
| 137 |  $ABT | ABBOTT LABORATORIES | $465,404 | 0.1% | -6% | 67 |
| 138 |  $F | FORD MOTOR CO | $462,962 | 0.1% | +0% | 58.5 |
| 139 |  $DIS | Walt Disney Co | $460,986 | 0.1% | +6% | 68.9 |
| 140 |  $DE | DEERE & CO | $457,400 | 0.1% | -1% | 57.4 |
| 141 |  $MDT | Medtronic plc | $448,241 | 0.1% | +7% | — |
| 142 | — | ISHARES TR | $445,803 | 0.1% | -5% | — |
| 143 |  $LIN | LINDE PLC | $439,244 | 0.1% | +8% | — |
| 144 |  $KO | COCA COLA CO | $435,615 | 0.1% | -6% | 74 |
| 145 | — | VANGUARD WORLD FD | $426,493 | 0.1% | +19% | — |
| 146 |  $CRM | Salesforce, Inc. | $422,435 | 0.1% | +29% | 75.2 |
| 147 | — | VANGUARD WORLD FD | $417,738 | 0.1% | +30% | — |
| 148 | — | ISHARES TR | $408,840 | 0.1% | -7% | — |
| 149 |  $TXN | TEXAS INSTRUMENTS INC | $395,658 | 0.1% | +30% | 70.4 |
| 150 | — | ISHARES INC | $368,995 | 0.1% | -33% | — |
| 151 |  $GEV | GE Vernova Inc. | $364,007 | 0.1% | +3% | 70.1 |
| 152 |  $DHR | DANAHER CORP /DE/ | $362,516 | 0.1% | +1% | 63.9 |
| 153 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $360,666 | 0.1% | -14% | 75.4 |
| 154 | — | VANGUARD INDEX FDS | $358,544 | 0.1% | -16% | — |
| 155 |  $VZ | VERIZON COMMUNICATIONS INC | $357,073 | 0.1% | +11% | 71.6 |
| 156 | — | ISHARES TR | $356,137 | 0.1% | +24% | — |
| 157 |  $D | DOMINION ENERGY, INC | $355,095 | 0.1% | +19% | 74.9 |
| 158 | — | ISHARES TR | $354,719 | 0.1% | -8% | — |
| 159 |  $GILD | GILEAD SCIENCES, INC. | $354,418 | 0.1% | +6% | 77.8 |
| 160 |  $MS | MORGAN STANLEY | $351,851 | 0.1% | -12% | — |
| 161 |  $TD | TORONTO DOMINION BANK | $350,659 | 0.1% | -4% | — |
| 162 |  $KKR | KKR & Co. Inc. | $350,575 | 0.1% | -15% | 49.8 |
| 163 |  $AMAT | APPLIED MATERIALS INC /DE | $346,234 | 0.1% | -10% | 74.8 |
| 164 |  $EQIX | EQUINIX INC | $337,203 | 0.1% | -11% | 61.4 |
| 165 | — | VANGUARD WORLD FD | $336,328 | 0.1% | +0% | — |
| 166 |  $HWM | Howmet Aerospace Inc. | $335,089 | 0.1% | -18% | 79.1 |
| 167 |  $URI | UNITED RENTALS, INC. | $332,952 | 0.1% | +1% | 70.7 |
| 168 |  $LNG | Cheniere Energy, Inc. | $328,311 | 0.1% | -3% | 48.4 |
| 169 |  $CVS | CVS HEALTH Corp | $318,111 | 0.1% | -8% | 51.3 |
| 170 |  $NDAQ | NASDAQ, INC. | $317,916 | 0.1% | +21% | 78.5 |
| 171 | — | FLAHERTY & CRUMRIN PFD & INM | $317,127 | 0.1% | +0% | — |
| 172 |  $ZTS | Zoetis Inc. | $314,557 | 0.1% | +22% | 72.6 |
| 173 |  $NKE | NIKE, Inc. | $305,881 | 0.1% | +5% | 53.4 |
| 174 |  $ELV | Elevance Health, Inc. | $305,046 | 0.1% | -1% | 59.4 |
| 175 |  $GUT | GABELLI UTILITY TRUST | $302,500 | 0.1% | +0% | — |
| 176 |  $SBUX | STARBUCKS CORP | $301,884 | 0.1% | +5% | 54.6 |
| 177 |  $BAC | BANK OF AMERICA CORP /DE/ | $296,016 | 0.1% | -20% | 68.4 |
| 178 | — | ISHARES TR | $294,560 | 0.1% | -4% | — |
| 179 |  $UBER | Uber Technologies, Inc | $292,540 | 0.1% | +17% | 79.3 |
| 180 |  $AMT | AMERICAN TOWER CORP /MA/ | $289,072 | 0.1% | +11% | 69.8 |
| 181 |  $SCHW | SCHWAB CHARLES CORP | $284,196 | 0.1% | +25% | 77.2 |
| 182 |  $ASML | ASML HOLDING NV | $283,979 | 0.1% | NEW | — |
| 183 | — | FIRST TR EXCHANGE-TRADED FD | $283,680 | 0.1% | +36% | — |
| 184 |  $EOG | EOG RESOURCES INC | $283,213 | 0.1% | NEW | 71.1 |
| 185 | — | PIMCO ETF TR | $277,784 | 0.1% | +0% | — |
| 186 |  $CARR | CARRIER GLOBAL Corp | $272,276 | 0.1% | +4% | 61.5 |
| 187 |  $COR | Cencora, Inc. | $270,789 | 0.1% | -5% | 59.6 |
| 188 |  $CCZ | COMCAST CORP | $267,206 | 0.1% | +10% | 70.4 |
| 189 | — | ISHARES TR | $266,938 | 0.1% | +0% | — |
| 190 |  $PGR | PROGRESSIVE CORP/OH/ | $266,435 | 0.1% | -4% | 83.6 |
| 191 |  $COF | CAPITAL ONE FINANCIAL CORP | $258,504 | 0.1% | -8% | 71 |
| 192 |  $RY | ROYAL BANK OF CANADA | $255,451 | 0.1% | +0% | — |
| 193 |  $BX | Blackstone Inc. | $248,149 | 0.1% | -12% | 68 |
| 194 |  $UNH | UNITEDHEALTH GROUP INC | $247,049 | 0.1% | +13% | 66.8 |
| 195 | — | ISHARES TR | $244,161 | 0.1% | -4% | — |
| 196 |  $WMB | WILLIAMS COMPANIES, INC. | $241,412 | 0.1% | -15% | 72.8 |
| 197 |  $SLV | iShares Silver Trust | $238,490 | 0.1% | -39% | — |
| 198 | — | ISHARES TR | $233,755 | 0.1% | -9% | — |
| 199 |  $MLM | MARTIN MARIETTA MATERIALS INC | $231,352 | 0.1% | +2% | 67.6 |
| 200 |  $CI | Cigna Group | $228,338 | 0.1% | +11% | 66.8 |
| 201 |  $APD | Air Products & Chemicals, Inc. | $224,549 | 0.1% | NEW | 41.2 |
| 202 |  $ANET | Arista Networks, Inc. | $223,337 | 0.1% | +4% | 86 |
| 203 | — | SELECT SECTOR SPDR TR | $220,438 | 0.1% | +0% | — |
| 204 |  $FCX | FREEPORT-MCMORAN INC | $219,367 | 0.1% | -17% | 73.1 |
| 205 |  $BA | BOEING CO | $216,744 | 0.1% | -10% | 51.8 |
| 206 |  $BP | BP PLC | $216,247 | 0.1% | -24% | — |
| 207 |  $TTE | TotalEnergies SE | $212,439 | 0.1% | NEW | — |
| 208 |  $SPOT | Spotify Technology S.A. | $210,936 | 0.1% | +3% | — |
| 209 |  $T | AT&T INC. | $208,671 | 0.1% | NEW | 71.9 |
| 210 |  $BMY | BRISTOL MYERS SQUIBB CO | $208,333 | 0.1% | -19% | 70.1 |
| 211 |  $PFE | PFIZER INC | $207,989 | 0.1% | -21% | 69 |
| 212 |  $CB | Chubb Ltd | $207,944 | 0.1% | NEW | — |
| 213 |  $STX | Seagate Technology Holdings plc | $207,633 | 0.1% | NEW | — |
| 214 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $203,639 | 0.1% | -16% | 66.5 |
| 215 | — | PUTNAM ETF TRUST | $94,100 | 0.0% | +0% | — |
New Positions (9)
Exited Positions (17)
GLOBAL X FDS
$DBB INVESCO DB BASE METALS FUND$NVDACALL NVIDIA CORP
$ADSK Autodesk, Inc.
$BLK BlackRock, Inc.
$ADI ANALOG DEVICES INC
$CAH CARDINAL HEALTH INC
$BDX BECTON DICKINSON & CO
$ACN Accenture plc
$FIS Fidelity National Information Services, Inc.
$ORLY O REILLY AUTOMOTIVE INC
$EMR EMERSON ELECTRIC CO
$OGE OGE ENERGY CORP.
$FITB FIFTH THIRD BANCORP
$PEG PUBLIC SERVICE ENTERPRISE GROUP INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Pines Wealth Management, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Pines Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Pines Wealth Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Pines Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Pines Wealth Management, LLC (SEC CIK: 2037426), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Pines Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.