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.
PINKERTON WEALTH, LLC (CIK 1536446) reported $1.10B across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($75.8M, 6.90%), IYZ ($59.3M, 5.39%), IYW ($56.7M, 5.16%), IYH ($56.1M, 5.10%), IDU ($55.4M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $75.8M | 6.90% | 191,349 | Added |
| 2 | IYZ | ISHARES TR | $59.3M | 5.39% | 1.7M | Added |
| 3 | IYW | ISHARES TR | $56.7M | 5.16% | 283,941 | Added |
| 4 | IYH | ISHARES TR | $56.1M | 5.10% | 861,189 | Added |
| 5 | IDU | ISHARES TR | $55.4M | 5.04% | 511,682 | Added |
| 6 | SPY | SPDR S&P 500 ETF TR | $47.9M | 4.36% | 70,198 | Added |
| 7 | SSO | PROSHARES TR | $43.4M | 3.95% | 749,133 | Added |
| 8 | BIV | VANGUARD BD INDEX FDS | $38.1M | 3.46% | 488,685 | Trimmed |
| 9 | SCHX | SCHWAB STRATEGIC TR | $37.8M | 3.44% | 1.4M | Trimmed |
| 10 | SCHF | SCHWAB STRATEGIC TR | $30.6M | 2.79% | 1.3M | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $29.9M | 2.72% | 48,628 | Added |
| 12 | IVW | ISHARES TR | $28.9M | 2.63% | 234,286 | Added |
| 13 | BND | VANGUARD BD INDEX FDS | $28.8M | 2.62% | 388,685 | Added |
| 14 | EEM | ISHARES TR | $26.6M | 2.42% | 486,458 | Added |
| 15 | EFA | ISHARES TR | $26.2M | 2.38% | 272,879 | Added |
| 16 | XLE | SELECT SECTOR SPDR TR | $25.5M | 2.32% | 570,774 | Added |
| 17 | RTX | RTX CORPORATION | $11.2M | 1.02% | 60,939 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $10.5M | 0.96% | 21,736 | Trimmed |
| 19 | AVGO | BROADCOM INC | $10.4M | 0.95% | 30,063 | Added |
| 20 | HYG | ISHARES TR | $8.8M | 0.80% | 108,959 | Added |
| 21 | LQD | ISHARES TR | $8.6M | 0.78% | 77,999 | Added |
| 22 | QCOM | QUALCOMM INC | $8.6M | 0.78% | 50,409 | Trimmed |
| 23 | AAPL | APPLE INC | $7.2M | 0.66% | 26,546 | Trimmed |
| 24 | SCHB | SCHWAB STRATEGIC TR | $7.3M | 0.66% | 277,069 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO. | $6.9M | 0.63% | 21,386 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31