Pines Wealth Management, LLC — 13F holdings

Pines Wealth Management, LLC reported 222 holdings worth $352M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. VGUS VANGUARD ULTRA-SHORT — $21.7M (6.2%)
  2. IVV ISHARES TR — $20.7M (5.9%)
  3. NVDA NVIDIA CORPORATION — $14.3M (4.1%)
  4. AAPL APPLE INC — $12.9M (3.7%)
  5. MSFT MICROSOFT CORP — $11.5M (3.3%)
  6. BSV VANGUARD BD INDEX FDS — $11.2M (3.2%)
  7. AMZN AMAZON COM INC — $9.56M (2.7%)
  8. MUB ISHARES TR — $8.10M (2.3%)
  9. AVGO BROADCOM INC — $7.77M (2.2%)
  10. SPY SPDR S&P 500 ETF TR — $5.99M (1.7%)