account_balance
Investment manager · 13F filer · SEC CIK 2037426
Pines Wealth Management, LLC
Reported value$351Mas of Sep 30, 2026
Positions220 8 new, 6 sold out
Top 10 weight35.2%VGUS alone is 6%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VGUSVanguard Instl Index Fd
6.2%Added +7%
IVViShares Tr
5.9%
NVDANVIDIA Corp
4.1%
AAPLApple Inc.
3.7%Trimmed −4%
MSFTMicrosoft Corp
3.3%
BSVVanguard Bd Index FDS
3.2%
AMZNAmazon.com Inc
2.7%
MUBiShares Tr
2.3%Added +5%
AVGOBroadcom Inc.
2.2%
SPYSPDR S&P 500 ETF Trust
1.7%
JPMJPMorgan Chase & Co
1.6%−4%
LLYELI Lilly & Co
1.6%
VGUSVanguard Instl Index Fd
6.2%Added +7%
IVViShares Tr
5.9%
NVDANVIDIA Corp
4.1%
AAPLApple Inc.
3.7%Trimmed −4%
MSFTMicrosoft Corp
3.3%
BSVVanguard Bd Index FDS
3.2%
AMZNAmazon.com Inc
2.7%
MUBiShares Tr
2.3%
AVGOBroadcom Inc.
2.2%
SPY1.7%JPM1.6%LLY1.6%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
VGUS Vanguard Instl Index Fd 6.2% Added +7%
IVV iShares Tr 5.9% Held
NVDA NVIDIA Corp 4.1% HeldAAPL Apple Inc. 3.7% Trimmed −4%MSFT Microsoft Corp 3.3% HeldBSV Vanguard Bd Index FDS 3.2% Held
AMZN Amazon.com Inc 2.7% HeldMUB iShares Tr 2.3% Added +5%
AVGO Broadcom Inc. 2.2% HeldSPY SPDR S&P 500 ETF Trust 1.7% HeldJPM JPMorgan Chase & Co 1.6% Trimmed −4%LLY ELI Lilly & Co 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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