StockDriftsStockDriftsTop 50 Pines Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGUS | VANGUARD INSTL INDEX FD | 5.86% | 269.3K | $20.4M | +54.71%(+95.22K) | $75.60(-0.08%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.85% | 27.1K | $20.3M | +0.62%(+167) | $580.85(+33.83%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.64% | 63.1K | $12.6M | -1.04%(-666) | $128.78(+71.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.35% | 40.2K | $11.6M | +0.57%(+228) | $232.62(+31.83%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.32% | 147.9K | $11.5M | +1.26%(+1.84K) | $78.37(-1.10%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.69% | 39.1K | $9.3M | +2.52%(+962) | $203.76(+34.94%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.4% | 22.1K | $8.3M | -3.41%(-778) | $204.20(+105.86%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.38% | 22.1K | $8.3M | -0.87%(-195) | $425.19(+18.24%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.36% | 76.3K | $8.2M | +4.53%(+3.31K) | $107.26(-1.22%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.71% | 8.0K | $5.9M | -2.10%(-171) | $584.61(+32.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.51% |
Pines Wealth Management, LLC reports $347.77M in US-listed equity holdings across 218 positions in its most recent 13F filing. Its largest disclosed positions are VGUS (5.9%), IVV (5.8%) and NVDA (3.6%). The top 20 holdings account for 47.46% of reported assets. Its disclosed equity book has returned +23.35% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pines Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2037426). View Pines Wealth Management, LLC’s 13F filings on SEC