Pineridge Advisors LLC - Portfolio overview

Pineridge Advisors LLC has 459 reported holdings in this dataset, with the latest filing dated 2025-11-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. XHLF - BONDBLOXX ETF TRUST, 30.75%
  2. ITOT - ISHARES TR, 13.16%
  3. XFIV - BONDBLOXX ETF TRUST, 10.34%

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

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