account_balance
Investment manager · 13F filer · SEC CIK 1536446
Pinkerton Wealth, LLC
Reported value$642Mas of Sep 30, 2026
Positions138 42 new, 7 sold out
Top 10 weight40.0%SCHX alone is 7%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
6.9%Added +4%
BIVVanguard Bd Index FDS
6.4%Added +9%
SCHFSchwab Strategic Tr
5.7%Added +8%
XLESelect Sector SPDR Tr
5.2%Added +19%
BNDVanguard Bd Index FDS
4.8%Added +7%
SPYSPDR S&P 500 ETF Trust
3.8%Trimmed −4%
IEFiShares Tr
2.0%Trimmed −6%
MSFTMicrosoft Corp
1.9%
COPConocoPhillips
1.7%+9%
XOMExxonMobil Holdings Corp
1.6%+4%
QCOMQualcomm Inc
1.6%
QQQInvesco QQQ Tr
1.6%+134%
SCHXSchwab Strategic Tr
6.9%Added +4%
BIVVanguard Bd Index FDS
6.4%Added +9%
SCHFSchwab Strategic Tr
5.7%+8%
XLESelect Sector SPDR Tr
5.2%+19%
BNDVanguard Bd Index FDS
4.8%+7%
SPYSPDR S&P 500 ETF Trust
3.8%
IEF2.0%
MSFT1.9%COP1.7%XOM1.6%QCOMQQQ1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 6.9% Added +4%
BIV Vanguard Bd Index FDS 6.4% Added +9%
SCHF Schwab Strategic Tr 5.7% Added +8%
XLE Select Sector SPDR Tr 5.2% Added +19%
BND Vanguard Bd Index FDS 4.8% Added +7%
SPY SPDR S&P 500 ETF Trust 3.8% Trimmed −4%IEF iShares Tr 2.0% Trimmed −6%
MSFT Microsoft Corp 1.9% HeldCOP ConocoPhillips 1.7% Added +9%XOM ExxonMobil Holdings Corp 1.6% Added +4%QCOM Qualcomm Inc 1.6% HeldQQQ Invesco QQQ Tr 1.6% Added +134%
What changed
Biggest moves since Jun 30, 2026
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