Pines Wealth Management, LLC
Pines Wealth Management, LLC reported 219 positions worth $347.8M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VGUS (5.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VGUS | SH | $20.4M | 5.86% | 269,259 | — | — | |
| ▸ 2 | IVV | SH | $20.3M | 5.84% | 27,131 | — | — | |
| ▸ 3 | NVDA | SH | $12.6M | 3.63% | 63,119 | — | — | |
| ▸ 4 | AAPL | SH | $11.6M | 3.35% | 40,242 | — | — | |
| ▸ 5 | BSV | SH | $11.5M | 3.31% | 147,950 | — | — | |
| ▸ 6 | AMZN | SH | $9.3M | 2.68% | 39,143 | — | — | |
| ▸ 7 | AVGO | SH | $8.3M | 2.40% | 22,065 | — | — | |
| ▸ 8 | MSFT | SH | $8.3M | 2.37% | 22,137 | — | — | |
| ▸ 9 | MUB | SH | $8.2M | 2.36% | 76,275 | — | — | |
| ▸ 10 | SPY | SH | $5.9M | 1.71% | 7,956 | — | — |
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Frequently Asked Questions
What stocks does Pines Wealth Management, LLC hold as of Q2 2026?
Pines Wealth Management, LLC reported 219 positions worth $347.8M in its Q2 2026 13F filing. Largest positions: VGUS (5.9%), IVV (5.8%), NVDA (3.6%), AAPL (3.3%) and BSV (3.3%).
What did Pines Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pines Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.