Pines Wealth Management, LLC Top Holdings and 13F Report (2026)

About Pines Wealth Management, LLC

Investment Activity

Pines Wealth Management, LLC has $308.95 million in total holdings as of March 31, 2026.
Pines Wealth Management, LLC owns shares of 215 different stocks, but just 82 companies or ETFs make up 80% of its holdings.
Approximately 11.20% of the portfolio was purchased this quarter.
About 9.86% of the portfolio was sold this quarter.
This quarter, Pines Wealth Management, LLC has purchased 225 new stocks and bought additional shares in 93 stocks.
Pines Wealth Management, LLC sold shares of 103 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $17,613,155
VANGUARD INSTL INDEX FD: $13,167,640
Vanguard Short-Term Bond ETF: $11,456,094
NVIDIA: $11,124,161
Apple: $10,155,153

Largest New Holdings this Quarter

922040852 - VANGUARD INSTL INDEX FD: $13,167,640 Holding
922040845 - VANGUARD INSTL INDEX FD: $4,129,583 Holding
G0593M107 - AstraZeneca: $493,050 Holding
N07059210 - ASML: $283,979 Holding
26875P101 - EOG Resources: $283,213 Holding

Largest Purchases this Quarter

VANGUARD INSTL INDEX FD: 174,037 shares (about $13.17M)
Vanguard Short-Term Bond ETF: 60,149 shares (about $4.72M)
VANGUARD INSTL INDEX FD: 54,588 shares (about $4.13M)
Oracle: 7,855 shares (about $1.16M)
Adobe: 3,907 shares (about $949.71K)

Largest Sales this Quarter

abrdn Physical Precious Metals Basket Shares ETF: 40,228 shares (about $8.80M)
iShares Core S&P 500 ETF: 4,988 shares (about $3.26M)
WALMART INC: 12,650 shares (about $1.57M)
Micron Technology: 1,862 shares (about $629.06K)
SPDR Gold Shares: 1,311 shares (about $564.11K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$17,613,155	$3,258,212 ▼	-15.6%	26,964	5.7%	ETF
VANGUARD INSTL INDEX FD	$13,167,640	$13,167,640 ▲	New Holding	174,037	4.3%	ULTRA-SHORT TREA
BSV Vanguard Short-Term Bond ETF	$11,456,094	$4,716,283 ▲	70.0%	146,105	3.7%	ETF
NVDA NVIDIA	$11,124,161	$236,662 ▼	-2.1%	63,785	3.6%	Computer and Technology
AAPL Apple	$10,155,153	$370,533 ▲	3.8%	40,014	3.3%	Computer and Technology
MSFT Microsoft	$8,266,689	$181,014 ▲	2.2%	22,332	2.7%	Computer and Technology
AMZN Amazon.com	$7,951,957	$124,545 ▲	1.6%	38,181	2.6%	Retail/Wholesale
MUB iShares National Muni Bond ETF	$7,745,598	$366,963 ▼	-4.5%	72,968	2.5%	ETF
AVGO Broadcom	$7,070,137	$56,640 ▲	0.8%	22,843	2.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$5,285,314	$148,278 ▲	2.9%	8,127	1.7%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$5,160,895	$132,314 ▼	-2.5%	47,352	1.7%	Finance
JPM JPMorgan Chase & Co.	$5,091,587	$545,958 ▼	-9.7%	17,309	1.6%	Finance
WALMART INC	$4,989,800	$1,572,129 ▼	-24.0%	40,150	1.6%	COM
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,791,528	$161,937 ▲	3.5%	91,163	1.6%	Manufacturing
GOOG Alphabet	$4,717,008	$490,805 ▼	-9.4%	16,444	1.5%	Computer and Technology
LLY Eli Lilly and Company	$4,428,500	$57,023 ▲	1.3%	4,815	1.4%	Medical
XOM ExxonMobil	$4,323,999	$87,715 ▼	-2.0%	25,486	1.4%	Energy
VANGUARD INSTL INDEX FD	$4,129,583	$4,129,583 ▲	New Holding	54,588	1.3%	0-3 MO TREAS BIL
IVE iShares S&P 500 Value ETF	$3,862,953	$103,251 ▼	-2.6%	18,295	1.3%	ETF
IUSB iShares Core Total USD Bond Market ETF	$3,757,095	$475,711 ▲	14.5%	81,340	1.2%	Manufacturing
GOOGL Alphabet	$3,325,256	$524,496 ▼	-13.6%	11,564	1.1%	Computer and Technology
FDX FedEx	$3,202,880	$39,181 ▲	1.2%	8,992	1.0%	Transportation
IWM iShares Russell 2000 ETF	$2,979,968	$12,152 ▲	0.4%	12,016	1.0%	Finance
XLE Energy Select Sector SPDR Fund	$2,872,945	$71,061 ▼	-2.4%	46,898	0.9%	ETF
IBM International Business Machines	$2,644,960	$95,502 ▲	3.7%	10,912	0.9%	Computer and Technology
PG Procter & Gamble	$2,572,749	$100,096 ▲	4.0%	17,812	0.8%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$2,497,761	$253,219 ▼	-9.2%	20,093	0.8%	ETF
SUB iShares Short-Term National Muni Bond ETF	$2,388,582	$225,674 ▲	10.4%	22,428	0.8%	ETF
CGUS Capital Group Core Equity ETF	$2,163,661	$241,470 ▼	-10.0%	56,316	0.7%	ETF
SDY SPDR S&P Dividend ETF	$2,130,579	$56,625 ▲	2.7%	14,599	0.7%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$2,063,695	$602,743 ▲	41.3%	85,031	0.7%	ETF
COST Costco Wholesale	$1,940,050	$10,961 ▲	0.6%	1,947	0.6%	Retail/Wholesale
NEE NextEra Energy	$1,924,562	$41,053 ▼	-2.1%	20,721	0.6%	Utilities
LOW Lowe's Companies	$1,877,806	$122,871 ▲	7.0%	7,947	0.6%	Retail/Wholesale
CGDV Capital Group Dividend Value ETF	$1,852,192	$130,087 ▼	-6.6%	43,540	0.6%	ETF
META Meta Platforms	$1,818,881	$247,171 ▲	15.7%	3,179	0.6%	Computer and Technology
AMGN Amgen	$1,775,436	$15,481 ▼	-0.9%	5,046	0.6%	Medical
VGT Vanguard Information Technology ETF	$1,769,484	$188,391 ▲	11.9%	2,536	0.6%	ETF
CAPITAL GROUP CONSERVATIVE E	$1,749,788	$13,325 ▼	-0.8%	58,698	0.6%	SHS
GS The Goldman Sachs Group	$1,733,179	$437,313 ▼	-20.1%	2,049	0.6%	Finance
V Visa	$1,732,907	$55,306 ▼	-3.1%	5,734	0.6%	Business Services
LMT Lockheed Martin	$1,698,483	$17,529 ▲	1.0%	2,810	0.5%	Aerospace
CVX Chevron	$1,673,201	$5,379 ▲	0.3%	8,087	0.5%	Energy
ABBV AbbVie	$1,654,447	$129,189 ▲	8.5%	7,607	0.5%	Medical
HD Home Depot	$1,648,068	$110,507 ▲	7.2%	5,011	0.5%	Retail/Wholesale
RECS Columbia Research Enhanced Core ETF	$1,604,417	$30,521 ▲	1.9%	41,160	0.5%	ETF
GD General Dynamics	$1,601,780	$101,248 ▲	6.7%	4,667	0.5%	Aerospace
TMO Thermo Fisher Scientific	$1,588,673	$3,441 ▼	-0.2%	3,232	0.5%	Medical
TSLA Tesla	$1,584,027	$30,855 ▲	2.0%	4,261	0.5%	Auto/Tires/Trucks
KLAC KLA	$1,547,628	$503,605 ▼	-24.6%	1,051	0.5%	Computer and Technology
VB Vanguard Small-Cap ETF	$1,531,773	$226,047 ▲	17.3%	5,848	0.5%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,528,560	$245,560 ▼	-13.8%	26,916	0.5%	Finance
VGIT Vanguard Intermediate-Term Treasury ETF	$1,496,037	$435,674 ▲	41.1%	25,122	0.5%	ETF
PLD Prologis	$1,458,938	$95,430 ▲	7.0%	11,038	0.5%	Finance
ORCL Oracle	$1,443,150	$1,155,550 ▲	401.8%	9,810	0.5%	Computer and Technology
CAPITAL GROUP NEW GEOGRAPHY	$1,411,022	$54,016 ▼	-3.7%	44,695	0.5%	SHS
ADBE Adobe	$1,405,489	$949,714 ▲	208.4%	5,782	0.5%	Computer and Technology
CAT Caterpillar	$1,394,250	$61,636 ▼	-4.2%	1,968	0.5%	Industrials
CSCO Cisco Systems	$1,347,196	$7,138 ▲	0.5%	17,363	0.4%	Computer and Technology
MCK McKesson	$1,339,578	$252,685 ▼	-15.9%	1,548	0.4%	Medical
CGGR Capital Group Growth ETF	$1,335,394	$31,187 ▼	-2.3%	33,227	0.4%	ETF
AMD Advanced Micro Devices	$1,322,499	$73,235 ▲	5.9%	6,501	0.4%	Computer and Technology
SMH VanEck Semiconductor ETF	$1,320,083	$122,691 ▼	-8.5%	3,443	0.4%	Manufacturing
MCD McDonald's	$1,316,756	$8,391 ▼	-0.6%	4,237	0.4%	Retail/Wholesale
TJX TJX Companies	$1,261,151	$27,948 ▼	-2.2%	7,897	0.4%	Retail/Wholesale
QCOM Qualcomm	$1,257,151	$83,063 ▼	-6.2%	9,762	0.4%	Computer and Technology
RTX RTX	$1,243,254	$29,900 ▲	2.5%	6,445	0.4%	Aerospace
CGXU Capital Group International Focus Equity ETF	$1,238,639	$26,777 ▼	-2.1%	42,002	0.4%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,238,184	$322,062 ▲	35.2%	14,963	0.4%	ETF
DUK Duke Energy	$1,233,312	$55,911 ▼	-4.3%	9,419	0.4%	Utilities
CAPITAL GRP FIXED INCM ETF T	$1,196,984	$170,611 ▲	16.6%	45,582	0.4%	CORE BOND ETF
MU Micron Technology	$1,196,630	$629,058 ▼	-34.5%	3,542	0.4%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$1,181,043	$108,111 ▼	-8.4%	10,837	0.4%	Finance
COP ConocoPhillips	$1,158,168	$17,952 ▼	-1.5%	8,774	0.4%	Energy
ETN Eaton	$1,122,011	$46,139 ▲	4.3%	3,137	0.4%	Industrials
QUAL iShares MSCI USA Quality Factor ETF	$1,106,936	$69,435 ▼	-5.9%	5,771	0.4%	ETF
MRK Merck & Co., Inc.	$1,105,826	$243,587 ▲	28.3%	9,193	0.4%	Medical
TT Trane Technologies	$1,091,859	$87,099 ▼	-7.4%	2,620	0.4%	Construction
TSM Taiwan Semiconductor Manufacturing	$1,078,737	$170,327 ▼	-13.6%	3,192	0.3%	Computer and Technology
GLTR abrdn Physical Precious Metals Basket Shares ETF	$1,067,792	$8,798,676 ▼	-89.2%	4,882	0.3%	ETF
PNC The PNC Financial Services Group	$1,066,046	$45,572 ▼	-4.1%	5,123	0.3%	Finance
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF	$984,379	$1,488 ▲	0.2%	29,115	0.3%	Manufacturing
CGSD Capital Group Short Duration Income ETF	$982,058	$181,536 ▲	22.7%	38,079	0.3%	ETF
CAPITAL GROUP EQUITY ETF TR	$963,742	$43,923 ▼	-4.4%	32,825	0.3%	US SMALL AND MID
CGMS Capital Group U.S. Multi-Sector Income ETF	$953,159	$117,879 ▲	14.1%	35,004	0.3%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$941,147	$5,482 ▲	0.6%	18,371	0.3%	Manufacturing
SOXX iShares Semiconductor ETF	$928,136	$447,635 ▼	-32.5%	2,824	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$904,252	$69,108 ▼	-7.1%	6,804	0.3%	ETF
PGX Invesco Preferred ETF	$898,147	$181,523 ▲	25.3%	82,550	0.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$896,828	$228,527 ▲	34.2%	11,314	0.3%	ETF
CRWD CrowdStrike	$894,039	$3,514 ▲	0.4%	2,290	0.3%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$893,170	$6,186 ▲	0.7%	38,986	0.3%	ETF
XLC Communication Services Select Sector SPDR Fund	$884,484	$35,477 ▼	-3.9%	7,978	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$863,761	$158,180 ▲	22.4%	5,892	0.3%	ETF
SHEL Shell	$862,128	$229,529 ▼	-21.0%	9,270	0.3%	Energy
IEMG iShares Core MSCI Emerging Markets ETF	$860,993	$7,324 ▲	0.9%	12,344	0.3%	ETF
HPE Hewlett Packard Enterprise	$856,303	$12,405 ▲	1.5%	35,964	0.3%	Computer and Technology
MA Mastercard	$851,921	$128,912 ▼	-13.1%	1,705	0.3%	Business Services
IXN iShares Global Tech ETF	$813,256	$189,243 ▼	-18.9%	8,135	0.3%	ETF
GLD SPDR Gold Shares	$796,467	$564,110 ▼	-41.5%	1,851	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Pines Wealth Management, LLC Top Holdings and 13F Report (2026)

About Pines Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Pines Wealth Management, LLC Top Holdings and 13F Report (2026)

About Pines Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPines Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools