Institutions / Pinkerton Wealth, LLC
Pinkerton Wealth, LLC
CIK 1536446 · Institution · as of Dec 31, 2025
Portfolio value
$975.51M
Positions
138
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 138 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Gold Tr | $54.22M | 5.6% |
| SPDR S&P 500 ETF Tr | $46.69M | 4.8% |
| iShares Tr | $42.50M | 4.4% |
| iShares Tr | $40.71M | 4.2% |
| iShares MSCI UAE ETF | $40.09M | 4.1% |
| iShares MSCI UAE ETF | $39.77M | 4.1% |
| Schwab Strategic Tr | $39.36M | 4.0% |
| Vanguard Bd Index Fds | $39.29M | 4.0% |
| ProShares Tr | $39.24M | 4.0% |
| Schwab Strategic Tr | $32.00M | 3.3% |
| Invesco Qqq Tr | $27.56M | 2.8% |
| iShares Tr | $26.51M | 2.7% |
| iShares Tr | $24.37M | 2.5% |
| iShares Tr | $23.97M | 2.5% |
| Select Sector SPDR Tr | $17.88M | 1.8% |
| Vanguard Bd Index Fds | $12.61M | 1.3% |
| RTX Corp | $11.37M | 1.2% |
| Microsoft Corp | $10.72M | 1.1% |
| Broadcom Inc. | $10.22M | 1.0% |
| Qualcomm INC/DE | $8.74M | 0.9% |
| Schwab Strategic Tr | $7.89M | 0.8% |
| iShares Tr | $7.30M | 0.7% |
| Schwab Strategic Tr | $7.29M | 0.7% |
| Apple Inc. | $7.26M | 0.7% |
| iShares MSCI UAE ETF | $7.12M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.