Pines Wealth Management, LLC 13F Holdings · Q2 2026
Pines Wealth Management, LLC reported 218 securities worth $347.77M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VGUS (5.86%), IVV (5.84%), NVDA (3.63%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGUS | VANGUARD INSTL INDEX FD | $20.4M | 5.86% | 269,259 | Added |
| 2 | IVV | ISHARES TR | $20.3M | 5.84% | 27,131 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $12.6M | 3.63% | 63,119 | Trimmed |
| 4 | AAPL | APPLE INC | $11.6M | 3.35% | 40,242 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $11.5M | 3.31% | 147,950 | Added |
| 6 | AMZN | AMAZON COM INC | $9.3M | 2.68% | 39,143 | Added |
| 7 | AVGO | BROADCOM INC | $8.3M | 2.40% | 22,065 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $8.3M | 2.37% | 22,137 | Trimmed |
| 9 | MUB | ISHARES TR | $8.2M | 2.36% | 76,275 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $5.9M | 1.71% | 7,956 | Trimmed |
| 11 | LLY | ELI LILLY & CO | $5.7M | 1.64% | 4,765 | Trimmed |
| 12 | GOOG | ALPHABET INC | $5.7M | 1.62% | 15,992 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.62% | 17,161 | Trimmed |
| 14 | LQD | ISHARES TR | $5.3M | 1.53% | 48,669 | Added |
| 15 | IGSB | ISHARES TR | $5.1M | 1.47% | 97,405 | Added |
| 16 | WMT | WALMART INC | $4.5M | 1.30% | 39,837 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $4.2M | 1.20% | 11,720 | Added |
| 18 | IVE | ISHARES TR | $4.2M | 1.20% | 18,408 | Added |
| 19 | VBIL | VANGUARD INSTL INDEX FD | $4.1M | 1.18% | 54,158 | Trimmed |
| 20 | IUSB | ISHARES TR | $3.9M | 1.11% | 83,493 | Added |
| 21 | IWM | ISHARES TR | $3.8M | 1.08% | 12,482 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $3.7M | 1.05% | 3,177 | Trimmed |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $3.2M | 0.92% | 5,488 | Trimmed |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $3.2M | 0.91% | 11,218 | Added |
| 25 | KLAC | KLA CORP | $3.1M | 0.89% | 10,294 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR