Pines Wealth Management, LLC
219 holdingsFiling period: 2026-06-30Current AUM: $351.4Mestimated 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 | 5.79% | +95.2K | 2026-06-30 |
| 2 | IVV | iShares TR | 27.1K | $20.3M | $21.0M | 5.96% | +167 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 63.1K | $12.6M | $13.7M | 3.89% | -666 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 40.2K | $11.6M | $13.7M | 3.89% | +228 | 2026-06-30 |
| 5 | BSV | Vanguard BD Index Fds | 147.9K | $11.5M | $11.3M | 3.22% | +1.8K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 39.1K | $9.3M | $10.3M | 2.93% | +962 | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 22.1K | $8.3M | $7.4M | 2.10% | -778 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 22.1K | $8.3M | $11.8M | 3.35% | -195 | 2026-06-30 |
| 9 | MUB | iShares TR | 76.3K | $8.2M | $7.8M | 2.22% | +3.3K | 2026-06-30 |
| 10 | SPY | State Str Spdr S&P 500 ETF T | 8.0K | $5.9M | $6.1M | 1.74% | -171 | 2026-06-30 |
| 11 | LLY | Eli Lilly & Co | 4.8K | $5.7M | $6.1M | 1.74% | -50 | 2026-06-30 |
| 12 | GOOG | Alphabet Inc | 16.0K | $5.7M | $5.4M | 1.53% | -452 | 2026-06-30 |
| 13 | JPM | JPMorgan Chase & Co | 17.2K | $5.6M | $5.8M | 1.64% | -148 | 2026-06-30 |
| 14 | LQD | iShares TR | 48.7K | $5.3M | $5.0M | 1.43% | +1.3K | 2026-06-30 |
| 15 | IGSB | iShares TR | 97.4K | $5.1M | $5.0M | 1.42% | +6.2K | 2026-06-30 |
| 16 | WMT | Walmart Inc | 39.8K | $4.5M | $4.7M | 1.34% | -313 | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 11.7K | $4.2M | $4.0M | 1.13% | +156 | 2026-06-30 |
| 18 | IVE | iShares TR | 18.4K | $4.2M | $4.4M | 1.24% | +113 | 2026-06-30 |
| 19 | VBIL | Vanguard Instl Index FD | 54.2K | $4.1M | $4.1M | 1.17% | -430 | 2026-06-30 |
| 20 | IUSB | iShares TR | 83.5K | $3.9M | $3.7M | 1.06% | +2.2K | 2026-06-30 |
| 21 | IWM | iShares TR | 12.5K | $3.8M | $3.4M | 0.98% | +466 | 2026-06-30 |
| 22 | MU | Micron Technology Inc | 3.2K | $3.7M | $2.8M | 0.81% | -365 | 2026-06-30 |
| 23 | AMD | Advanced Micro Devices Inc | 5.5K | $3.2M | $2.9M | 0.84% | -1,013 | 2026-06-30 |
| 24 | IBM | International Business Machs | 11.2K | $3.2M | $2.7M | 0.77% | +306 | 2026-06-30 |
| 25 | KLAC | Kla Corp | 10.3K | $3.1M | $1.7M | 0.47% | +9.2K | 2026-06-30 |
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