Holdings

Pine Harbor Wealth Management, LLC

As of Jun 30, 2026, Pine Harbor Wealth Management, LLC reported 50 positions worth US$46.3M. Largest: Berkshire Hathaway Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.14,333US$7.17M−13Jun 30, 2026
Apple Inc17,754US$5.14M+5Jun 30, 2026
Microsoft Corp.11,819US$4.41M+18Jun 30, 2026
Alphabet Inc (google) Class C11,436US$4.09M−34Jun 30, 2026
Nvidia Corporation19,861US$3.97M−1,061Jun 30, 2026
Eli Lilly And Company1,515US$1.82Mno changeJun 30, 2026
Amazon.com, Inc.5,475US$1.3Mno changeJun 30, 2026
Stryker Corporation3,548US$1.12M−14Jun 30, 2026
Home Depot, Inc. (the)2,816US$993K−18Jun 30, 2026
Jp Morgan Chase & Co.2,951US$966K+1Jun 30, 2026