Pine Harbor Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $326 Billion distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $40.2B, Pgim ETF Tr with a value of $34.9B, Pgim ETF Tr with a value of $30.9B, Dimensional ETF Tr Dimensional with a value of $30.4B, and Invesco Qqq Trust, Series 1 with a value of $21.5B.
Examining the 13F form we can see an increase of $14.6B in the current position value, from $312B to 326B.
Pine Harbor Wealth Management, LLC is based out at Silver Spring, MD
Below you can find more details about Pine Harbor Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$326 Billion
ETFs: $218 Billion
Technology: $17.5 Billion
Financial Services: $12 Billion
Healthcare: $4.73 Billion
Communication Services: $3.67 Billion
Consumer Cyclical: $3.31 Billion
Consumer Defensive: $2.91 Billion
Industrials: $2.05 Billion
Other: $2.49 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
