Pines Wealth Management, LLC

Pines Wealth Management, LLC reported 219 holdings worth US$348M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 22, 2026

Pines Wealth Management, LLC reported 219 holdings worth US$348M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 22, 2026 (Form 13F).

Holdings
219
Value as reported
US$348M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation63,119US$12.6M3.6%
Apple Inc40,242US$11.6M3.3%
Alphabet Inc (google) Class C27,531US$9.84M2.8%
Amazon.com, Inc.39,143US$9.33M2.7%
Broadcom Inc.22,065US$8.34M2.4%
Microsoft Corp.22,137US$8.26M2.4%
Eli Lilly And Company4,765US$5.72M1.6%
Jp Morgan Chase & Co.17,161US$5.62M1.6%
Walmart Inc.39,837US$4.51M1.3%
Micron Technology, Inc.3,177US$3.67M1.1%
Advanced Micro Devices Inc5,488US$3.19M0.92%
International Business Machines Corporation11,218US$3.15M0.91%
Kla Corporation10,294US$3.11M0.89%
Fedex Corporation9,175US$2.87M0.83%
Procter & Gamble Company (the)18,437US$2.7M0.78%
Visa Inc.5,978US$2.05M0.59%
Caterpillar, Inc.1,912US$2.04M0.59%
Goldman Sachs Group, Inc. (the)1,972US$1.99M0.57%
Abbvie Inc.7,808US$1.96M0.56%
Home Depot, Inc. (the)5,425US$1.91M0.55%
Costco Wholesale Corporation2,007US$1.88M0.54%
Amgen Inc.5,035US$1.82M0.52%
Meta Platforms, Inc.3,209US$1.81M0.52%
Nextera Energy, Inc.20,579US$1.81M0.52%
Cisco Systems, Inc.15,203US$1.79M0.51%
Qualcomm Incorporated9,616US$1.78M0.51%
Crowdstrike Holdings, Inc.2,328US$1.78M0.51%
Lowe's Companies, Inc.8,021US$1.77M0.51%
Tesla, Inc.4,191US$1.76M0.51%
Thermo Fisher Scientific Inc3,323US$1.67M0.48%
General Dynamics Corporation4,454US$1.58M0.45%
Palo Alto Networks, Inc.4,598US$1.57M0.45%
Taiwan Semiconductor Manufacturing Co., Ltd.3,103US$1.48M0.43%
Prologis, Inc.10,888US$1.47M0.42%
Hewlett Packard Enterprise Company32,549US$1.47M0.42%
Lockheed Martin Corporation2,833US$1.44M0.42%
Oracle Corporation9,611US$1.41M0.41%
Chevron Corporation8,294US$1.37M0.40%
Pnc Financial Services Group, Inc. (the)5,046US$1.24M0.36%
Mcdonald's Corporation4,479US$1.21M0.35%
Mckesson Corporation1,599US$1.21M0.35%
Merck & Company, Inc.9,388US$1.21M0.35%
Duke Energy Corporation (holding Company)9,409US$1.19M0.34%
Rtx Corporation6,249US$1.19M0.34%
Adobe Inc.5,670US$1.16M0.33%
Tjx Companies, Inc. (the)7,672US$1.16M0.33%
Conocophillips8,910US$926K0.27%
Western Digital Corporation1,419US$906K0.26%
Lam Research Corporation1,987US$861K0.25%
Amphenol Corporation4,775US$842K0.24%
Mastercard Incorporated1,628US$836K0.24%
Union Pacific Corporation2,892US$787K0.23%
Johnson & Johnson3,006US$763K0.22%
Digital Realty Trust, Inc.4,206US$755K0.22%
Wells Fargo & Company8,650US$715K0.21%
Servicenow, Inc.7,125US$707K0.20%
Truist Financial Corporation13,533US$674K0.19%
Citigroup, Inc.4,804US$672K0.19%
Shell Plc8,472US$657K0.19%
Berkshire Hathaway Inc.1,267US$634K0.18%
Marvell Technology, Inc.2,064US$615K0.18%
Kinder Morgan, Inc.18,220US$582K0.17%
British American Tobacco P.l.c.9,249US$571K0.16%
Ford Mtr Co Del40,955US$569K0.16%
Philip Morris International Inc3,130US$566K0.16%
Applied Materials, Inc.749US$542K0.16%
Unitedhealth Group Incorporated1,295US$538K0.15%
Metlife, Inc.6,339US$536K0.15%
Csx Corporation11,253US$535K0.15%
Deere & Company841US$533K0.15%
Netflix, Inc.7,391US$528K0.15%
United Rentals, Inc.454US$514K0.15%
Pepsico, Inc.3,785US$512K0.15%
Cvs Health Corporation4,906US$508K0.15%
Parker-hannifin Corporation505US$494K0.14%
Ge Vernova Inc.402US$472K0.14%
Coca-cola Company (the)5,640US$458K0.13%
American Express Company1,355US$458K0.13%
American Electric Power Company, Inc.3,215US$440K0.13%
Abbott Laboratories4,829US$438K0.13%
Morgan Stanley2,078US$434K0.12%
Boston Scientific Corporation10,043US$429K0.12%
Walt Disney Company (the)4,424US$426K0.12%
Texas Instruments Incorporated1,414US$421K0.12%
Danaher Corporation2,186US$416K0.12%
Ge Aerospace1,089US$407K0.12%
Asml Holding Nv201US$400K0.11%
Equinix, Inc.369US$385K0.11%
Northrop Grumman Corporation748US$381K0.11%
Analog Devices, Inc.885US$351K0.10%
Uber Technologies, Inc.4,865US$351K0.10%
Toronto-dominion Bank2,860US$347K0.10%
Salesforce, Inc.2,211US$346K0.10%
Carrier Global Corporation4,720US$346K0.10%
Williams Companies, Inc. (the)4,651US$346K0.10%
Bank Of America Corporation6,025US$343K0.10%
Royal Bank Of Canada1,579US$327K0.09%
Nasdaq, Inc.3,849US$303K0.09%
Arista Networks, Inc.1,785US$303K0.09%
Starbucks Corporation2,962US$303K0.09%

Every holding of Pines Wealth Management, LLC

Source

View original at SEC

Related