Pines Wealth Management, LLC - Portfolio overview

Pines Wealth Management, LLC has 239 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.58%
2. VGUS - VANGUARD INSTL INDEX FD, 4.17%
3. BSV - VANGUARD BD INDEX FDS, 3.63%

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

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