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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMCSA COMCAST CORP NEW Communication Services 8,497.0 $254K 0.08% -3K -27.0% $29.89 -16.1%
62 SPOT SPOTIFY TECHNOLOGY S A Communication Services 421.0 $244K 0.08% -127.0 -23.2% $580.71 -25.4%
63 SCHW SCHWAB CHARLES CORP Financial Services 2,428.0 $243K 0.08% -96.0 -3.8% $99.91 -9.8%
64 BDX BECTON DICKINSON & CO Healthcare 1,214.0 $236K 0.08% -1K -45.5% $194.07 -24.6%
65 WMB WILLIAMS COS INC Energy 3,887.0 $234K 0.07% -166.0 -4.1% $60.11 +29.6%
66 LNG CHENIERE ENERGY INC Energy 1,197.0 $233K 0.07% -83.0 -6.5% $194.39 +23.7%
67 ACN ACCENTURE PLC IRELAND Technology 863.0 $232K 0.07% -162.0 -15.8% $268.30 -33.7%
68 ANET ARISTA NETWORKS INC Technology 1,752.0 $230K 0.07% -255.0 -12.7% $131.03 +13.4%
69 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,511.0 $229K 0.07% -188.0 -7.0% $91.21 +1.2%
70 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,244.0 $229K 0.07% -274.0 -6.1% $53.94 +10.4%
71 CI THE CIGNA GROUP Healthcare 773.0 $213K 0.07% -43.0 -5.3% $275.23 +2.5%
72 MDLZ MONDELEZ INTL INC Consumer Defensive 3,811.0 $205K 0.07% -699.0 -15.5% $53.82 +14.3%
Page 4 of 4  ·  72 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%