Pine Harbor Wealth Management, LLC Portfolio Holdings

Pine Harbor Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 99 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 $31.5B, Pgim ETF Tr with a value of $21.4B, Pgim ETF Tr with a value of $18B, Dimensional ETF Tr Dimensional with a value of $18B, and Invesco Qqq Trust, Series 1 with a value of $16.4B.

Examining the 13F form we can see an increase of $47.4B in the current position value, from $201B to 248B.

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.