Pines Wealth Management, LLC
216 holdingsFiling period: 2026-03-31Current AUM: $345.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 27.0K | $17.6M | $20.2M | 5.86% | -4,988 | 2026-03-31 |
| 2 | VGUS | VANGUARD INSTL INDEX FD | 174.0K | $13.2M | $13.2M | 3.82% | -- | 2026-03-31 |
| 3 | BSV | VANGUARD BD INDEX FDS | 146.1K | $11.5M | $11.3M | 3.29% | +60.1K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 63.8K | $11.1M | $12.8M | 3.71% | -1,357 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 40.0K | $10.2M | $12.4M | 3.58% | +1.5K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 22.3K | $8.3M | $10.4M | 3.01% | +489 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 38.2K | $8.0M | $10.4M | 3.01% | +598 | 2026-03-31 |
| 8 | MUB | ISHARES TR | 73.0K | $7.7M | $7.7M | 2.23% | -3,457 | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 22.8K | $7.1M | $8.9M | 2.58% | +183 | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 8.1K | $5.3M | $6.1M | 1.76% | +228 | 2026-03-31 |
| 11 | LQD | ISHARES TR | 47.4K | $5.2M | $5.0M | 1.46% | -1,214 | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 17.3K | $5.1M | $6.1M | 1.76% | -1,856 | 2026-03-31 |
| 13 | WMT | WALMART INC | 40.1K | $5.0M | $4.5M | 1.29% | -12,650 | 2026-03-31 |
| 14 | IGSB | ISHARES TR | 91.2K | $4.8M | $4.8M | 1.38% | +3.1K | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 16.4K | $4.7M | $5.9M | 1.70% | -1,711 | 2026-03-31 |
| 16 | LLY | ELI LILLY & CO | 4.8K | $4.4M | $5.5M | 1.60% | +62 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 25.5K | $4.3M | $4.0M | 1.15% | -517 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 25.5K | $4.3M | $4.0M | 1.15% | -517 | 2026-03-31 |
| 19 | VBIL | VANGUARD INSTL INDEX FD | 54.6K | $4.1M | $4.1M | 1.20% | -- | 2026-03-31 |
| 20 | IVE | ISHARES TR | 18.3K | $3.9M | $4.2M | 1.23% | -489 | 2026-03-31 |
| 21 | IUSB | ISHARES TR | 81.3K | $3.8M | $3.7M | 1.07% | +10.3K | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 11.6K | $3.3M | $4.1M | 1.19% | -1,824 | 2026-03-31 |
| 23 | FDX | FEDEX CORP | 9.0K | $3.2M | $2.8M | 0.80% | +110 | 2026-03-31 |
| 24 | IWM | ISHARES TR | 12.0K | $3.0M | $3.5M | 1.01% | +49 | 2026-03-31 |
| 25 | XLE | SELECT SECTOR SPDR TR | 46.9K | $2.9M | $2.8M | 0.81% | -1,160 | 2026-03-31 |
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