Pines Wealth Management, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$309.6M
Holdings
225
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (225 positions)
| Stock | Value |
|---|---|
COMTISHARES U S ETF TR | $723K |
CGBLCAPITAL GROUP CORE BALANCED | $721K |
WFCWELLS FARGO CO NEW | $718K |
VTVVANGUARD INDEX FDS | $679K |
AXPAMERICAN EXPRESS CO | $672K |
VCSHVANGUARD SCOTTSDALE FDS | $672K |
FQIDIGITAL RLTY TR INC | $664K |
ADBEADOBE INC | $656K |
TRVCCITIGROUP INC | $652K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $651K |
UNPUNION PAC CORP | $650K |
NFLXNETFLIX INC | $645K |
VTWOVANGUARD SCOTTSDALE FDS | $629K |
DBBINVESCO DB MULTI-SECTOR COMM | $610K |
FFSMFIDELITY COVINGTON TRUST | $604K |
ABTABBOTT LABS | $602K |
4I1PHILIP MORRIS INTL INC | $598K |
GEGE AEROSPACE | $580K |
KKRKKR & CO INC | $569K |
JNJJOHNSON & JOHNSON | $567K |
IBBISHARES TR | $563K |
PEPPEPSICO INC | $555K |
METMETLIFE INC | $549K |
AZNASTRAZENECA PLC | $536K |
USHYISHARES TR | $528K |
WDCWESTERN DIGITAL CORP | $527K |
FFORD MTR CO | $525K |
KMIKINDER MORGAN INC DEL | $522K |
IFRAISHARES TR | $520K |
DISDISNEY WALT CO | $514K |
PHPARKER-HANNIFIN CORP | $508K |
NOCNORTHROP GRUMMAN CORP | $506K |
EMXCISHARES INC | $505K |
AQLTISHARES TR | $504K |
HONHONEYWELL INTL INC | $499K |
LRCXLAM RESEARCH CORP | $491K |
CRMSALESFORCE INC | $463K |
MDTMEDTRONIC PLC | $462K |
BMTABRITISH AMERN TOB PLC | $459K |
EFVISHARES TR | $449K |
EFGISHARES TR | $449K |
VOOVANGUARD INDEX FDS | $448K |
DHRDANAHER CORPORATION | $432K |
DWDMORGAN STANLEY | $431K |
CSXCSX CORP | $430K |
KOCOCA COLA CO | $427K |
BACBANK AMERICA CORP | $415K |
DEDEERE & CO | $383K |
EFAISHARES TR | $382K |
ORCLORACLE CORP | $381K |
CVSCVS HEALTH CORP | $380K |
BXBLACKSTONE INC | $376K |
COFCAPITAL ONE FINL CORP | $374K |
NVDANVIDIA CORPORATION | $373K |
TDTORONTO DOMINION BK ONT | $370K |
SLVISHARES SILVER TR | $370K |
AEPAMERICAN ELEC PWR CO INC | $370K |
ELVELEVANCE HEALTH INC FORMERLY | $368K |
XLRESELECT SECTOR SPDR TR | $368K |
URIUNITED RENTALS INC | $365K |
HWMHOWMET AEROSPACE INC | $365K |
VHTVANGUARD WORLD FD | $355K |
NKENIKE INC | $352K |
LINLINDE PLC | $350K |
VISVANGUARD WORLD FD | $341K |
XFFCXFLAHERTY & CRUMRINE PFD SECS | $338K |
PGRPROGRESSIVE CORP | $318K |
ADSKAUTODESK INC | $317K |
NOWSERVICENOW INC | $314K |
ABGCENCORA INC | $305K |
GUTGABELLI UTIL TR | $301K |
VDCVANGUARD WORLD FD | $301K |
NDAQNASDAQ INC | $300K |
BLKBLACKROCK INC | $296K |
EQIXEQUINIX INC | $296K |
GILDGILEAD SCIENCES INC | $294K |
ADIANALOG DEVICES INC | $290K |
AMATAPPLIED MATLS INC | $288K |
AQLTISHARES TR | $284K |
UBERUBER TECHNOLOGIES INC | $283K |
DDOMINION ENERGY INC | $282K |
STPZPIMCO ETF TR | $275K |
ZTSZOETIS INC | $275K |
TXNTEXAS INSTRS INC | $272K |
SBUXSTARBUCKS CORP | $271K |
RYROYAL BK CDA | $269K |
AGGISHARES TR | $267K |
UNHUNITEDHEALTH GROUP INC | $267K |
PFFISHARES TR | $265K |
GEVGE VERNOVA INC | $264K |
AMTAMERICAN TOWER CORP NEW | $264K |
BACVERIZON COMMUNICATIONS INC | $262K |
BABOEING CO | $261K |
CMCSACOMCAST CORP NEW | $253K |
IWDISHARES TR | $253K |
CAHCARDINAL HEALTH INC | $249K |
SKYYFIRST TR EXCHANGE TRADED FD | $248K |
CARRCARRIER GLOBAL CORPORATION | $245K |
SPOTSPOTIFY TECHNOLOGY S A | $244K |
SCHWSCHWAB CHARLES CORP | $242K |