Pines Wealth Management, LLC
219 holdingsFiling period: 2026-06-30Current AUM: $348.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGUS | VANGUARD INSTL INDEX FD | 269.3K | $20.4M | $20.3M | 5.84% | +95.2K | 2026-06-30 |
| 2 | IVV | ISHARES TR | 27.1K | $20.3M | $20.6M | 5.91% | +167 | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 63.1K | $12.6M | $13.4M | 3.85% | -666 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 40.2K | $11.6M | $13.3M | 3.83% | +228 | 2026-06-30 |
| 5 | BSV | VANGUARD BD INDEX FDS | 147.9K | $11.5M | $11.3M | 3.26% | +1.8K | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 39.1K | $9.3M | $9.7M | 2.79% | +962 | 2026-06-30 |
| 7 | AVGO | BROADCOM INC | 22.1K | $8.3M | $7.5M | 2.15% | -778 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 22.1K | $8.3M | $11.0M | 3.16% | -195 | 2026-06-30 |
| 9 | MUB | ISHARES TR | 76.3K | $8.2M | $7.8M | 2.25% | +3.3K | 2026-06-30 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 8.0K | $5.9M | $6.0M | 1.73% | -171 | 2026-06-30 |
| 11 | LLY | ELI LILLY & CO | 4.8K | $5.7M | $5.4M | 1.55% | -50 | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 16.0K | $5.7M | $5.5M | 1.57% | -452 | 2026-06-30 |
| 13 | JPM | JPMORGAN CHASE & CO | 17.2K | $5.6M | $6.0M | 1.74% | -148 | 2026-06-30 |
| 14 | LQD | ISHARES TR | 48.7K | $5.3M | $5.1M | 1.46% | +1.3K | 2026-06-30 |
| 15 | IGSB | ISHARES TR | 97.4K | $5.1M | $5.0M | 1.44% | +6.2K | 2026-06-30 |
| 16 | WMT | WALMART INC | 39.8K | $4.5M | $4.3M | 1.24% | -313 | 2026-06-30 |
| 17 | GOOGL | ALPHABET INC | 11.7K | $4.2M | $4.0M | 1.16% | +156 | 2026-06-30 |
| 18 | IVE | ISHARES TR | 18.4K | $4.2M | $4.3M | 1.23% | +113 | 2026-06-30 |
| 19 | VBIL | VANGUARD INSTL INDEX FD | 54.2K | $4.1M | $4.1M | 1.18% | -430 | 2026-06-30 |
| 20 | IUSB | ISHARES TR | 83.5K | $3.9M | $3.7M | 1.07% | +2.2K | 2026-06-30 |
| 21 | IWM | ISHARES TR | 12.5K | $3.8M | $3.6M | 1.02% | +466 | 2026-06-30 |
| 22 | MU | MICRON TECHNOLOGY INC | 3.2K | $3.7M | $2.9M | 0.85% | -365 | 2026-06-30 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 5.5K | $3.2M | $2.8M | 0.79% | -1,013 | 2026-06-30 |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | 11.2K | $3.2M | $2.8M | 0.80% | +306 | 2026-06-30 |
| 25 | KLAC | KLA CORP | 10.3K | $3.1M | $1.7M | 0.50% | +9.2K | 2026-06-30 |
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