13F Insight
DOSSIER · 13F-HR · Q2 2026

PINKERTON WEALTH, LLC

$1.2B in tracked AUM across 103 positions as of Q2 2026.

PW
CIK 0001536446 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
103
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PINKERTON WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
IJS
ISHARES TR
$187M1.6M16.1%02
IWM
ISHARES TR
$186M751K16.0%03
IJK
ISHARES TR
$185M1.8M15.9%04
GLD
SPDR GOLD TR
$80M185K6.8%05
BIV
VANGUARD BD INDEX FDS
$40M515K3.4%06
SCHX
SCHWAB STRATEGIC TR
$36M1.4M3.1%07
SCHF
SCHWAB STRATEGIC TR
$31M1.2M2.6%08
BND
VANGUARD BD INDEX FDS
$30M407K2.6%09
XLE
SELECT SECTOR SPDR TR
$28M454K2.4%10
SPY
STATE STR SPDR S&P 500 ETF T
$21M33K1.8%

Filing history

2026Q2Jun 30
$1.2B▲ 5.9%
103 positionsView →2026Q1Mar 31
$1.1B▲ 12.7%
138 positionsView →2025Q4Dec 31
$976M▲ 4.9%
138 positionsView →2025Q3Sep 30
$930M▲ 11.0%
138 positionsView →2025Q2Jun 30
$838M▲ 8.8%
137 positionsLocked2025Q1Mar 31
$770M▲ 11.7%
102 positionsLocked2024Q4Dec 31
$689M▲ 0.3%
129 positionsLocked2024Q3Sep 30
$688M▲ 5.7%
135 positionsLocked2024Q2Jun 30
$651M▲ 4.6%
123 positionsLocked2024Q1Mar 31
$622M▲ 19.8%
130 positionsLocked2023Q4Dec 31
$519M▲ 12.8%
128 positionsLocked2023Q3Sep 30
$460M▼ 9.1%
135 positionsLocked
Showing 12 of 45