Pines Wealth Management, LLC

Est. AUM

$309.0M

13F long equity, this entity only

Positions

215

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$17.6M	26964	5.70%	SOLE
2	VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$13.2M	174037	4.26%	SOLE
3	VANGUARD BD INDEX FDS	SHORT TRM BOND	$11.5M	146105	3.71%	SOLE
4	NVIDIA CORPORATION	COM	$11.1M	63785	3.60%	SOLE
5	APPLE INC	COM	$10.2M	40014	3.29%	SOLE
6	MICROSOFT CORP	COM	$8.3M	22332	2.68%	SOLE
7	AMAZON COM INC	COM	$8.0M	38181	2.57%	SOLE
8	ISHARES TR	NATIONAL MUN ETF	$7.7M	72968	2.51%	SOLE
9	BROADCOM INC	COM	$7.1M	22843	2.29%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.3M	8127	1.71%	SOLE
11	ISHARES TR	IBOXX INV CP ETF	$5.2M	47352	1.67%	SOLE
12	JPMORGAN CHASE & CO	COM	$5.1M	17309	1.65%	SOLE
13	WALMART INC	COM	$5.0M	40150	1.62%	SOLE
14	ISHARES TR	ISHS 1-5YR INVS	$4.8M	91163	1.55%	SOLE
15	ALPHABET INC	CAP STK CL C	$4.7M	16444	1.53%	SOLE
16	ELI LILLY & CO	COM	$4.4M	4815	1.43%	SOLE
17	EXXON MOBIL CORP	COM	$4.3M	25486	1.40%	SOLE
18	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$4.1M	54588	1.34%	SOLE
19	ISHARES TR	S&P 500 VAL ETF	$3.9M	18295	1.25%	SOLE
20	ISHARES TR	CORE UNIVRSL USD	$3.8M	81340	1.22%	SOLE
21	ALPHABET INC	CAP STK CL A	$3.3M	11564	1.08%	SOLE
22	FEDEX CORP	COM	$3.2M	8992	1.04%	SOLE
23	ISHARES TR	RUSSELL 2000 ETF	$3.0M	12016	0.96%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.9M	46898	0.93%	SOLE
25	INTERNATIONAL BUSINESS MACHS	COM	$2.6M	10912	0.86%	SOLE
26	PROCTER & GAMBLE CO	COM	$2.6M	17812	0.83%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$2.5M	20093	0.81%	SOLE
28	ISHARES TR	SHRT NAT MUN ETF	$2.4M	22428	0.77%	SOLE
29	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$2.2M	56316	0.70%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	14599	0.69%	SOLE
31	SCHWAB STRATEGIC TR	SHT TM US TRES	$2.1M	85031	0.67%	SOLE
32	COSTCO WHOLESALE CORPORATION	COM	$1.9M	1947	0.63%	SOLE
33	NEXTERA ENERGY INC	COM	$1.9M	20721	0.62%	SOLE
34	LOWES COS INC	COM	$1.9M	7947	0.61%	SOLE
35	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.9M	43540	0.60%	SOLE
36	META PLATFORMS INC	CL A	$1.8M	3179	0.59%	SOLE
37	AMGEN INC	COM	$1.8M	5046	0.57%	SOLE
38	VANGUARD WORLD FD	INF TECH ETF	$1.8M	2536	0.57%	SOLE
39	CAPITAL GROUP CONSERVATIVE E	SHS	$1.8M	58698	0.57%	SOLE
40	GOLDMAN SACHS GROUP INC	COM	$1.7M	2049	0.56%	SOLE
41	VISA INC	COM CL A	$1.7M	5734	0.56%	SOLE
42	LOCKHEED MARTIN CORP	COM	$1.7M	2810	0.55%	SOLE
43	CHEVRON CORPORATION	COM	$1.7M	8087	0.54%	SOLE
44	ABBVIE INC	COM	$1.7M	7607	0.54%	SOLE
45	HOME DEPOT INC	COM	$1.6M	5011	0.53%	SOLE
46	COLUMBIA ETF TR I	RESH ENHNC COR	$1.6M	41160	0.52%	SOLE
47	GENERAL DYNAMICS CORP	COM	$1.6M	4667	0.52%	SOLE
48	THERMO FISHER SCIENTIFIC INC	COM	$1.6M	3232	0.51%	SOLE
49	TESLA INC	COM	$1.6M	4261	0.51%	SOLE
50	KLA CORP	COM NEW	$1.5M	1051	0.50%	SOLE

1–50 of 215

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.