Institutions / Pines Wealth Management, LLC
Pines Wealth Management, LLC
CIK 2037426 · Institution · as of Dec 31, 2025
Portfolio value
$309.27M
Positions
224
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 224 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $21.89M | 7.1% |
| NVIDIA Corp | $12.15M | 3.9% |
| Microsoft Corp | $10.56M | 3.4% |
| Apple Inc. | $10.48M | 3.4% |
| Abrdn Precious Metals Basket | $9.27M | 3.0% |
| Amazon.com Inc | $8.67M | 2.8% |
| iShares Tr | $8.19M | 2.6% |
| Broadcom Inc. | $7.84M | 2.5% |
| Vanguard Bd Index Fds | $6.77M | 2.2% |
| JPMorgan Chase & Co | $6.18M | 2.0% |
| Walmart Inc. | $5.88M | 1.9% |
| Alphabet Inc. | $5.70M | 1.8% |
| SPDR S&P 500 ETF Tr | $5.39M | 1.7% |
| iShares MSCI UAE ETF | $5.35M | 1.7% |
| ELI LILLY & Co | $5.11M | 1.7% |
| iShares Tr | $4.66M | 1.5% |
| Alphabet Inc. | $4.19M | 1.4% |
| iShares Tr | $3.98M | 1.3% |
| iShares Tr | $3.31M | 1.1% |
| Exxon Mobil Corp | $3.13M | 1.0% |
| International Business Machines Corp | $3.12M | 1.0% |
| iShares Tr | $2.95M | 1.0% |
| iShares Tr | $2.66M | 0.9% |
| FedEx Corp | $2.57M | 0.8% |
| Capital Group Core Equity Et | $2.52M | 0.8% |
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.