What does Pines Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Pines Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$18M27K5.7%

VANGUARD INSTL INDEX FD

$13M174K4.3%

VANGUARD BD INDEX FDS

$11M146K3.7%

NVIDIA CORPORATION

$11M64K3.6%

APPLE INC

$10M40K3.3%

MICROSOFT CORP

$8M22K2.7%

AMAZON COM INC

$8M38K2.6%

ISHARES TR

$8M73K2.5%

BROADCOM INC

$7M23K2.3%

STATE STR SPDR S&P 500 ETF T

$5M8K1.7%

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