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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 2 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 10,518.0 $3.1M 1.01% -188.0 -1.8% $296.21 -14.6%
22 IWM ISHARES TR 11,967.0 $2.9M 0.95% $246.16 +14.8%
23 IJR ISHARES TR 22,130.0 $2.7M 0.86% +1K +5.2% $120.18 +13.4%
24 FDX FEDEX CORP Industrials 8,882.0 $2.6M 0.83% +84.0 +0.9% $288.86 +34.6%
25 CGUS CAPITAL GROUP CORE EQUITY ET 62,601.0 $2.5M 0.81% +671.0 +1.1% $40.23 +8.4%
26 PG PROCTER AND GAMBLE CO Consumer Defensive 17,119.0 $2.5M 0.79% -184.0 -1.1% $143.31 -0.6%
27 GS GOLDMAN SACHS GROUP INC Financial Services 2,566.0 $2.3M 0.73% $878.86 +12.4%
28 SUB ISHARES TR 20,309.0 $2.2M 0.70% +1K +5.3% $106.70 -0.4%
29 XLE SELECT SECTOR SPDR TR 48,058.0 $2.1M 0.69% +25K +104.7% $44.71 +32.3%
30 V VISA INC Financial Services 5,917.0 $2.1M 0.67% -434.0 -6.8% $350.74 -5.7%
31 CGDV CAPITAL GROUP DIVIDEND VALUE 46,598.0 $2.0M 0.66% +516.0 +1.1% $43.64 +9.7%
32 SDY SPDR SERIES TRUST 14,211.0 $2.0M 0.64% +505.0 +3.7% $139.16 +6.9%
33 TSLA TESLA INC Consumer Cyclical 4,178.0 $1.9M 0.61% -96.0 -2.2% $449.72 -7.2%
34 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,239.0 $1.9M 0.61% +449.0 +16.1% $579.46 -22.0%
35 META META PLATFORMS INC Communication Services 2,747.0 $1.8M 0.59% -575.0 -17.3% $660.12 -8.0%
36 CGCV CAPITAL GROUP CONSERVATIVE E 59,145.0 $1.8M 0.58% +1K +2.0% $30.49 +4.9%
37 LOW LOWES COS INC Consumer Cyclical 7,427.0 $1.8M 0.58% +122.0 +1.7% $241.18 -9.9%
38 QCOM QUALCOMM INC Technology 10,407.0 $1.8M 0.57% $171.05 +18.4%
39 EEM ISHARES TR 31,240.0 $1.7M 0.55% +622.0 +2.0% $54.71 +20.7%
40 VGT VANGUARD WORLD FD 2,266.0 $1.7M 0.55% $753.81 -84.8%
Page 2 of 12  ·  225 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%