Pine Harbor Wealth Management, LLC - Portfolio overview

Pine Harbor Wealth Management, LLC has 115 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 11.76%
2. PAAA - PGIM ETF TR, 11.19%
3. DFIC - DIMENSIONAL ETF TRUST, 10.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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