Pines Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Pines Wealth Management, LLC 13F Holdings
CIK 0002037426 · SOUTHERN PINES, NC
As of Sep 30, 2025, Pines Wealth Management, LLC reported
226 positions worth $291.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 31,559 | $21.1M | 7.25% |
| NVIDIA CORP | NVDA | Technology | 66,608 |
|
2.4M4.27% |
| MICROSOFT CORP | MSFT | Technology | 21,881 |
1.3M | 3.89% |
| APPLE INC | AAPL | Technology | 38,486 | $9.8M | 3.36% |
| AMAZON.COM INC | AMZN | Equity | 37,580 | $8.3M | 2.83% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 74,944 | $8.0M | 2.74% |
| ABRDN PRECIOUS METALS BASKET ETF TRUST | GLTR | — | 46,086 | $7.6M | 2.62% |
| BROADCOM INC | AVGO | Technology | 22,835 | $7.5M | 2.59% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 83,464 | $6.6M | 2.26% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 19,637 | $6.2M | 2.13% |
| WALMART INC | WMT | Consumer Defensive | 52,972 | $5.5M | 1.87% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,885 | $5.3M | 1.80% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 46,286 | $5.2M | 1.77% |
| ALPHABET INC | GOOG | Equity | 17,979 | $4.4M | 1.50% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 82,479 | $4.4M | 1.50% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 18,420 | $3.8M | 1.31% |
| ELI LILLY & CO | LLY | Healthcare | 4,651 | $3.5M | 1.22% |
| ALPHABET INC | GOOGL | Equity | 13,248 | $3.2M | 1.11% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 65,219 | $3.0M | 1.05% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 10,706 | $3.0M | 1.04% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 11,958 | $2.9M | 0.99% |
| EXXON MOBIL CORP | XOM | Energy | 24,924 | $2.8M | 0.96% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 17,303 | $2.7M | 0.91% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 21,027 | $2.5M | 0.86% |
| CAPITAL GROUP CORE EQUITY ETF | CGUS | — | 61,930 | $2.4M | 0.84% |