Pine Harbor Wealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$311.7B
Holdings
108
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BACBANK AMERICA CORP | 4,349 | $224.4M | 0.07% | |
| 102 | XLESELECT SECTOR SPDR TR | 2,433 | $217.4M | 0.07% | |
| 103 | LINLINDE PLC | 456 | $217.0M | 0.07% | |
| 104 | CATCATERPILLAR INC | 435 | $207.7M | 0.07% | |
| 105 | MRKMERCK & CO INC | 2,464 | $206.9M | 0.07% | |
| 106 | DFEMDIMENSIONAL ETF TRUST | 6,247 | $200.3M | 0.06% | |
| 107 | MTUMISHARES TR | 781 | $200.3M | 0.06% | |
| 108 | BZAIBLAIZE HLDGS INC | 18,181 | $62.7M | 0.02% |
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