StockDriftsStockDriftsTop 50 Pinkerton Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | 16.07% | 1.58M | $187.1M | new | $126.17(+10.97%) | 2026-06-30 | |
| IWM | ISHARES TR | 16% | 751.4K | $186.4M | +7281.58%(+741.26K) | $269.56(+12.69%) | 2026-06-30 | |
| IJK | ISHARES TR | 15.86% | 1.84M | $184.7M | new | $107.36(+11.03%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 6.84% | 185.2K | $79.7M | -3.20%(-6.13K) | $292.36(+38.25%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.41% | 515.2K | $39.8M | +5.42%(+26.47K) | $83.76(-9.82%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.13% | 1.42M | $36.4M | +1.05%(+14.72K) | $15.67(+94.70%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.64% | 1.24M | $30.7M | -2.64%(-33.62K) | $15.45(+85.41%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.57% | 406.9K | $30.0M | +4.69%(+18.24K) | $73.57(-1.80%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.39% | 454.5K | $27.8M | -20.37%(-116.28K) | $45.65(+37.12%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.84% | 32.9K | $21.4M | -53.10%(-37.28K) | $511.90(+51.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.87% | +63.76% | +8.59% | +50.97% |
| Top 20 Holdings Unweighted | +15.06% | +52.31% | +6.91% | +39.68% |
Pinkerton Wealth LLC reports $1.16B in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are IJS (16.1%), IWM (16.0%) and IJK (15.9%). The top 20 holdings account for 78.28% of reported assets. Its disclosed equity book has returned +63.76% on a three-year cumulative basis. 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 Pinkerton Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536446). View Pinkerton Wealth LLC’s 13F filings on SEC