Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pines Wealth Management, LLC (CIK 2037426) reported $309.0M across 215 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($17.6M, 5.70%), VGUS ($13.2M, 4.26%), BSV ($11.5M, 3.71%), NVDA ($11.1M, 3.60%), AAPL ($10.2M, 3.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $17.6M | 5.70% | 26,964 | Trimmed |
| 2 | VGUS | VANGUARD INSTL INDEX FD | $13.2M | 4.26% | 174,037 | New |
| 3 | BSV | VANGUARD BD INDEX FDS | $11.5M | 3.71% | 146,105 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $11.1M | 3.60% | 63,785 | Trimmed |
| 5 | AAPL | APPLE INC | $10.2M | 3.29% | 40,014 | Added |
| 6 | MSFT | MICROSOFT CORP | $8.3M | 2.68% | 22,332 | Added |
| 7 | AMZN | AMAZON COM INC | $8.0M | 2.57% | 38,181 | Added |
| 8 | MUB | ISHARES TR | $7.7M | 2.51% | 72,968 | Trimmed |
| 9 | AVGO | BROADCOM INC | $7.1M | 2.29% | 22,843 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $5.3M | 1.71% | 8,127 | Added |
| 11 | LQD | ISHARES TR | $5.2M | 1.67% | 47,352 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $5.1M | 1.65% | 17,309 | Trimmed |
| 13 | WMT | WALMART INC | $5.0M | 1.62% | 40,150 | Trimmed |
| 14 | IGSB | ISHARES TR | $4.8M | 1.55% | 91,163 | Added |
| 15 | GOOG | ALPHABET INC | $4.7M | 1.53% | 16,444 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $4.4M | 1.43% | 4,815 | Added |
| 17 | XOM | EXXON MOBIL CORP | $4.3M | 1.40% | 25,486 | Trimmed |
| 18 | VBIL | VANGUARD INSTL INDEX FD | $4.1M | 1.34% | 54,588 | New |
| 19 | IVE | ISHARES TR | $3.9M | 1.25% | 18,295 | Trimmed |
| 20 | IUSB | ISHARES TR | $3.8M | 1.22% | 81,340 | Added |
| 21 | GOOGL | ALPHABET INC | $3.3M | 1.08% | 11,564 | Trimmed |
| 22 | FDX | FEDEX CORP | $3.2M | 1.04% | 8,992 | Added |
| 23 | IWM | ISHARES TR | $3.0M | 0.96% | 12,016 | Added |
| 24 | XLE | SELECT SECTOR SPDR TR | $2.9M | 0.93% | 46,898 | Trimmed |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $2.6M | 0.86% | 10,912 | Added |
Source: SEC Form 13F filings · as of 2026-03-31