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Portfolio (Quarterly) Guide ↗

Pines Wealth Management, LLC

· CIK 0002037426
13F Portfolio $297M AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 226 New
Page 4 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CGXU CAPITAL GROUP INTL FOCUS EQT 40,780.0 $1.2M 0.41% NEW $29.62 +13.3%
62 VB VANGUARD INDEX FDS 4,742.0 $1.2M 0.41% NEW $254.30 +12.6%
63 PLD PROLOGIS INC. Real Estate 10,451.0 $1.2M 0.40% NEW $114.51 +26.3%
64 CSCO CISCO SYS INC Technology 17,271.0 $1.2M 0.40% NEW $68.42 +72.8%
65 TJX TJX COS INC NEW Consumer Cyclical 8,135.0 $1.2M 0.40% NEW $144.54 +10.1%
66 PNC PNC FINL SVCS GROUP INC Financial Services 5,747.0 $1.2M 0.39% NEW $200.93 +7.9%
67 MA MASTERCARD INCORPORATED Financial Services 2,024.0 $1.2M 0.39% NEW $568.81 -12.2%
68 CRWD CROWDSTRIKE HLDGS INC Technology 2,329.0 $1.1M 0.39% NEW $490.38 +32.2%
69 QUAL ISHARES TR 5,869.0 $1.1M 0.38% NEW $194.50 +9.4%
70 SOXX ISHARES TR 4,186.0 $1.1M 0.38% NEW $271.12 +93.7%
71 GLD SPDR GOLD TR Financial Services 3,162.0 $1.1M 0.38% NEW $355.47 +17.3%
72 RTX RTX CORPORATION Industrials 6,652.0 $1.1M 0.38% NEW $167.32 +4.5%
73 XLK SELECT SECTOR SPDR TR 3,782.0 $1.1M 0.36% NEW $281.86 -36.6%
74 IXN ISHARES TR 9,994.0 $1.0M 0.35% NEW $103.21 +30.3%
75 CGCB CAPITAL GRP FIXED INCM ETF T 38,197.0 $1.0M 0.34% NEW $26.58 -2.0%
76 AMD ADVANCED MICRO DEVICES INC Technology 6,264.0 $1.0M 0.34% NEW $161.79 +177.9%
77 XLC SELECT SECTOR SPDR TR 8,403.0 $995K 0.34% NEW $118.37 -1.9%
78 APH AMPHENOL CORP NEW Technology 7,946.0 $983K 0.33% NEW $123.75 +0.9%
79 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,480.0 $972K 0.33% NEW $279.29 +43.8%
80 VGIT VANGUARD SCOTTSDALE FDS 16,168.0 $971K 0.33% NEW $60.03 -2.1%
Page 4 of 12  ·  226 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 32.9%
Financial Services 19.2%
Consumer Cyclical 9.7%
Healthcare 8.5%
Industrials 8.0%
Communication Services 6.9%
Consumer Defensive 6.6%
Energy 3.9%
Utilities 2.4%
Real Estate 1.4%