Home › Pines Wealth Management, LLC

Pines Wealth Management, LLC 13F holdings

Filed 2026-07-22 · Pines Wealth Management, LLC · 219 positions · $347.8M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VGUSVANGUARD INSTL INDEX FD269.3K$20.4M5.9%
IVVISHARES TR27.1K$20.3M5.8%
NVDANVIDIA CORPORATION63.1K$12.6M3.6%
AAPLAPPLE INC40.2K$11.6M3.3%
BSVVANGUARD BD INDEX FDS147.9K$11.5M3.3%
AMZNAMAZON COM INC39.1K$9.3M2.7%
AVGOBROADCOM INC22.1K$8.3M2.4%
MSFTMICROSOFT CORP22.1K$8.3M2.4%
MUBISHARES TR76.3K$8.2M2.4%
SPYSTATE STR SPDR S&P 500 ETF T8.0K$5.9M1.7%
LLYELI LILLY & CO4.8K$5.7M1.6%
GOOGALPHABET INC16.0K$5.7M1.6%
JPMJPMORGAN CHASE & CO17.2K$5.6M1.6%
LQDISHARES TR48.7K$5.3M1.5%
IGSBISHARES TR97.4K$5.1M1.5%
WMTWALMART INC39.8K$4.5M1.3%
GOOGLALPHABET INC11.7K$4.2M1.2%
IVEISHARES TR18.4K$4.2M1.2%
VBILVANGUARD INSTL INDEX FD54.2K$4.1M1.2%
IUSBISHARES TR83.5K$3.9M1.1%
IWMISHARES TR12.5K$3.8M1.1%
MUMICRON TECHNOLOGY INC3.2K$3.7M1.1%
AMDADVANCED MICRO DEVICES INC5.5K$3.2M0.9%
IBMINTERNATIONAL BUSINESS MACHS11.2K$3.2M0.9%
KLACKLA CORP10.3K$3.1M0.9%
IJRISHARES TR20.3K$3.0M0.9%
FDXFEDEX CORP9.2K$2.9M0.8%
PGPROCTER & GAMBLE CO18.4K$2.7M0.8%
SUBISHARES TR24.0K$2.6M0.7%
CGUSCAPITAL GROUP CORE EQUITY ET55.2K$2.5M0.7%
VGTVANGUARD WORLD FD18.8K$2.2M0.6%
XLESELECT SECTOR SPDR TR40.8K$2.2M0.6%
SCHOSCHWAB STRATEGIC TR89.2K$2.2M0.6%
CGDVCAPITAL GROUP DIVIDEND VALUE43.4K$2.1M0.6%
VVISA INC6.0K$2.1M0.6%
CATCATERPILLAR INC1.9K$2.0M0.6%
GSGOLDMAN SACHS GROUP INC2.0K$2.0M0.6%
ABBVABBVIE INC7.8K$2.0M0.6%
CGCVCAPITAL GROUP CONSERVATIVE E58.8K$1.9M0.6%
RECSCOLUMBIA ETF TR I44.3K$1.9M0.6%
HDHOME DEPOT INC5.4K$1.9M0.6%
COSTCOSTCO WHOLESALE CORPORATION2.0K$1.9M0.5%
SDYSPDR SERIES TRUST12.3K$1.9M0.5%
VBVANGUARD INDEX FDS6.2K$1.9M0.5%
SMHVANECK ETF TRUST2.8K$1.9M0.5%
AMGNAMGEN INC5.0K$1.8M0.5%
METAMETA PLATFORMS INC3.2K$1.8M0.5%
NEENEXTERA ENERGY INC20.6K$1.8M0.5%
CSCOCISCO SYS INC15.2K$1.8M0.5%
QCOMQUALCOMM INC9.6K$1.8M0.5%
CRWDCROWDSTRIKE HLDGS INC2.3K$1.8M0.5%
LOWLOWES COS INC8.0K$1.8M0.5%
TSLATESLA INC4.2K$1.8M0.5%
SOXXISHARES TR2.7K$1.7M0.5%
TMOTHERMO FISHER SCIENTIFIC INC3.3K$1.7M0.5%
CGNGCAPITAL GROUP NEW GEOGRAPHY44.3K$1.7M0.5%
CGXUCAPITAL GROUP INTL FOCUS EQT46.2K$1.6M0.5%
GDGENERAL DYNAMICS CORP4.5K$1.6M0.5%
CGGRCAPITAL GROUP GROWTH ETF33.3K$1.6M0.5%
PANWPALO ALTO NETWORKS INC4.6K$1.6M0.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}