DOSSIER · 13F-HR · Q2 2026
Pine Harbor Wealth Management, LLC
$373M in tracked AUM across 112 positions as of Q2 2026.
PH
CIK 0002016051 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Pine Harbor Wealth Management 13F Filing
1. Portfolio Overview
Pine Harbor Wealth Management has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 75.1%, rising from $186.39M to $326.31M. This substantial increase indicates a combination of strong market performance on existing assets and likely significant net capital inflows from clients. The portfolio cons...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.