13F Insight
Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q2 2026

Pines Wealth Management, LLC

$348M in tracked AUM across 219 positions as of Q2 2026.

PW
CIK 0002037426 · last filed Jun 30, 2026
Total AUM
$348M
as of Q2 2026
Holdings
219
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…