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Portfolio (Quarterly) Guide ↗

Pines Wealth Management, LLC

· CIK 0002037426
13F Portfolio $310M AUM 225 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 100 Added 72 Reduced 13 Exited
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCIT VANGUARD SCOTTSDALE FDS 11,071.0 $927K 0.30% +759.0 +7.4% $83.75 -1.9%
42 GOVT ISHARES TR 38,716.0 $891K 0.29% +2K +4.5% $23.03 -1.7%
43 HPE HEWLETT PACKARD ENTERPRISE C Technology 35,443.0 $851K 0.28% +2K +4.5% $24.02 +41.4%
44 CGMS CAPITAL GRP FIXED INCM ETF T 30,675.0 $847K 0.27% +1K +4.3% $27.62 -0.7%
45 COP CONOCOPHILLIPS Energy 8,910.0 $834K 0.27% +563.0 +6.7% $93.61 +28.8%
46 PANW PALO ALTO NETWORKS INC Technology 4,481.0 $825K 0.27% +46.0 +1.0% $184.20 +37.3%
47 IEMG ISHARES INC 12,239.0 $823K 0.27% +395.0 +3.3% $67.22 +19.9%
48 CGSD CAPITAL GRP FIXED INCM ETF T 31,040.0 $807K 0.26% +896.0 +3.0% $26.01 -0.8%
49 XLF SELECT SECTOR SPDR TR 14,182.0 $777K 0.25% +293.0 +2.1% $54.77 -5.6%
50 MRK MERCK & CO INC Healthcare 7,168.0 $755K 0.24% +57.0 +0.8% $105.26 +10.1%
51 TFC TRUIST FINL CORP Financial Services 15,317.0 $754K 0.24% +268.0 +1.8% $49.21 -2.5%
52 XLV SELECT SECTOR SPDR TR 4,813.0 $745K 0.24% +177.0 +3.8% $154.82 -4.3%
53 PGX INVESCO EXCH TRADED FD TR II 65,866.0 $740K 0.24% +25K +60.1% $11.24 -2.6%
54 CGBL CAPITAL GROUP CORE BALANCED 20,408.0 $721K 0.23% +1K +6.1% $35.33 +5.1%
55 VCSH VANGUARD SCOTTSDALE FDS 8,431.0 $672K 0.22% +414.0 +5.2% $79.73 -1.0%
56 DLR DIGITAL RLTY TR INC Real Estate 4,294.0 $664K 0.21% +306.0 +7.7% $154.71 +25.6%
57 UNP UNION PAC CORP Industrials 2,813.0 $651K 0.21% +20.0 +0.7% $231.32 +14.9%
58 NFLX NETFLIX INC Communication Services 6,881.0 $645K 0.21% +6K +576.6% $93.76 -4.8%
59 JNJ JOHNSON & JOHNSON Healthcare 2,740.0 $567K 0.18% +119.0 +4.5% $206.97 +12.0%
60 IBB ISHARES TR 3,341.0 $564K 0.18% +84.0 +2.6% $168.77 +0.2%
Page 3 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 19.9%
Healthcare 9.5%
Consumer Cyclical 9.3%
Industrials 7.8%
Communication Services 7.1%
Consumer Defensive 6.4%
Energy 3.8%
Utilities 2.2%
Real Estate 1.3%