PINKERTON WEALTH, LLC: 13F holdings
CIK 15364462026Q2
| Positions | 103 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 103 (-35 vs prior quarter) |
|---|
| Reported value | $1.2bn (+5.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IJS ISHARES TR | 1,579,899 | $187.1m | 16.1% |
| IWM ISHARES TR | 751,445 | $186.4m | 16.0% |
| IJK ISHARES TR | 1,835,243 | $184.7m | 15.9% |
| GLD SPDR GOLD TR | 185,223 | $79.7m | 6.8% |
| BIV VANGUARD BD INDEX FDS | 515,159 | $39.8m | 3.4% |
| SCHX SCHWAB STRATEGIC TR | 1,421,061 | $36.4m | 3.1% |
| SCHF SCHWAB STRATEGIC TR | 1,241,123 | $30.7m | 2.6% |
| BND VANGUARD BD INDEX FDS | 406,923 | $30.0m | 2.6% |
| XLE SELECT SECTOR SPDR TR | 454,490 | $27.8m | 2.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 32,922 | $21.4m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1536446")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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