account_balance
Investment manager · 13F filer · SEC CIK 2016051
Pine Harbor Wealth Management, LLC
Reported value$373Mas of Sep 30, 2026
Positions108 5 new, 9 sold out
Top 10 weight71.2%DFUS alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
13.4%Added +4%
DFICDimensional ETF Trust
10.9%Added +2%
PAAAPgim ETF Tr
10.4%
PULSPgim ETF Tr
9.5%
QQQInvesco QQQ Tr
6.8%
DFSDDimensional ETF Trust
4.8%
AVLVAmerican Centy ETF Tr
4.6%
VTIVanguard Index FDS
4.6%Trimmed −6%
AVUVAmerican Centy ETF Tr
3.9%Trimmed −4%
VUGVanguard Index FDS
2.2%
MEARiShares U S ETF Tr
2.0%−13%
DFUSDimensional ETF Trust
13.4%Added +4%
DFICDimensional ETF Trust
10.9%Added +2%
PAAAPgim ETF Tr
10.4%
PULSPgim ETF Tr
9.5%
QQQInvesco QQQ Tr
6.8%
DFSDDimensional ETF Trust
4.8%
AVLVAmerican Centy ETF Tr
4.6%
VTIVanguard Index FDS
4.6%
AVUV3.9%
VUG
AAPLBoxes 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
DFUS Dimensional ETF Trust 13.4% Added +4%
DFIC Dimensional ETF Trust 10.9% Added +2%
PAAA Pgim ETF Tr 10.4% Held
PULS Pgim ETF Tr 9.5% Held
QQQ Invesco QQQ Tr 6.8% Held
DFSD Dimensional ETF Trust 4.8% Held
AVLV American Centy ETF Tr 4.6% Held
VTI Vanguard Index FDS 4.6% Trimmed −6%
AVUV American Centy ETF Tr 3.9% Trimmed −4%
VUG Vanguard Index FDS 2.2% Held
MEAR iShares U S ETF Tr 2.0% Trimmed −13%
AAPL Apple Inc. 1.6% Added +4%What changed
Biggest moves since Jun 30, 2026
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