Pines Wealth Management, LLC: 13F holdings
CIK 20374262026Q2
| Positions | 219 |
|---|
| Reported value | $347.8m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 219 (+4 vs prior quarter) |
|---|
| Reported value | $347.8m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VANGUARD INSTL INDEX FD | 269,259 | $20.4m | 5.9% |
| IVV ISHARES TR | 27,131 | $20.3m | 5.8% |
| NVDA NVIDIA CORPORATION | 63,119 | $12.6m | 3.6% |
| AAPL APPLE INC | 40,242 | $11.6m | 3.3% |
| BSV VANGUARD BD INDEX FDS | 147,950 | $11.5m | 3.3% |
| AMZN AMAZON COM INC | 39,143 | $9.3m | 2.7% |
| AVGO BROADCOM INC | 22,065 | $8.3m | 2.4% |
| MSFT MICROSOFT CORP | 22,137 | $8.3m | 2.4% |
| MUB ISHARES TR | 76,275 | $8.2m | 2.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,956 | $5.9m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2037426")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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