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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 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD INDEX FDS 4,985.0 $1.3M 0.41% +243.0 +5.1% $257.93 +11.1%
62 CGXU CAPITAL GROUP INTL FOCUS EQT 42,910.0 $1.3M 0.41% +2K +5.2% $29.55 +13.6%
63 SOXX ISHARES TR 4,186.0 $1.3M 0.41% $301.15 +74.4%
64 GLD SPDR GOLD TR Financial Services 3,162.0 $1.3M 0.41% $396.31 +5.2%
65 TJX TJX COS INC NEW Consumer Cyclical 8,072.0 $1.2M 0.40% -63.0 -0.8% $153.61 +3.6%
66 CVX CHEVRON CORP NEW Energy 8,061.0 $1.2M 0.40% $152.41 +25.3%
67 QUAL ISHARES TR 6,133.0 $1.2M 0.39% +264.0 +4.5% $198.62 +7.1%
68 CAT CATERPILLAR INC Industrials 2,055.0 $1.2M 0.38% +149.0 +7.8% $572.87 +51.2%
69 DUK DUKE ENERGY CORP NEW Utilities 9,846.0 $1.2M 0.37% +49.0 +0.5% $117.21 +6.4%
70 RTX RTX CORPORATION Industrials 6,290.0 $1.2M 0.37% -362.0 -5.4% $183.40 -4.7%
71 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,696.0 $1.1M 0.36% +216.0 +6.2% $303.89 +32.2%
72 MA MASTERCARD INCORPORATED Financial Services 1,963.0 $1.1M 0.36% -61.0 -3.0% $570.88 -12.5%
73 PNC PNC FINL SVCS GROUP INC Financial Services 5,342.0 $1.1M 0.36% -405.0 -7.0% $208.73 +3.9%
74 TT TRANE TECHNOLOGIES PLC Industrials 2,829.0 $1.1M 0.36% -193.0 -6.4% $389.20 +16.1%
75 CRWD CROWDSTRIKE HLDGS INC Technology 2,281.0 $1.1M 0.34% -48.0 -2.1% $468.76 +38.3%
76 VGIT VANGUARD SCOTTSDALE FDS 17,806.0 $1.1M 0.34% +2K +10.1% $59.93 -2.0%
77 XLK SELECT SECTOR SPDR TR 7,324.0 $1.1M 0.34% +4K +93.7% $143.97 +24.1%
78 IXN ISHARES TR 10,028.0 $1.1M 0.34% $105.00 +28.1%
79 CGCB CAPITAL GRP FIXED INCM ETF T 39,085.0 $1.0M 0.34% +888.0 +2.3% $26.52 -1.8%
80 CGMM CAPITAL GROUP EQUITY ETF TR 34,321.0 $990K 0.32% +499.0 +1.5% $28.84 +9.0%
Page 4 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%