Pines Wealth Management, LLC Portfolio Holdings

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025

Pines Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $297 Billion distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.1B, Nvidia Corp with a value of $12.4B, Microsoft Corp with a value of $11.3B, Apple Inc. with a value of $9.8B, and Amazon Com Inc with a value of $8.25B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $283B to 297B.

Pines Wealth Management, LLC is based out at Southern Pines, NC

Below you can find more details about Pines Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $297 Billion
ETFs: $116 Billion
Technology: $60.3 Billion
Financial Services: $21.2 Billion
Consumer Cyclical: $18 Billion
Healthcare: $16.5 Billion
Industrials: $14.9 Billion
Communication Services: $12.7 Billion
Consumer Defensive: $12.2 Billion
Other: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$1.4 Billion 0.47% of portfolio
2,799
Q3 2025 Added 12.09%
$222B
$1.35 Billion 0.46% of portfolio
2,790
Q3 2025 Reduced 1.06%
$0
$1.32 Billion 0.45% of portfolio
54,259
Q3 2025 Added 20.41%
$140B
$1.29 Billion 0.43% of portfolio
3,447
Q3 2025 Reduced 3.23%
$96.9B
$1.28 Billion 0.43% of portfolio
3,022
Q3 2025 Added 137.95%
$224B
$1.25 Billion 0.42% of portfolio
4,106
Q3 2025 Added 2.62%
$303B
$1.26 Billion 0.42% of portfolio
8,085
Q3 2025 Added 2.55%
$0
$1.22 Billion 0.41% of portfolio
3,748
Q3 2025 Added 0.97%
$0
$1.21 Billion 0.41% of portfolio
4,742
Q3 2025 Added 6.95%
$49.1B
$1.22 Billion 0.41% of portfolio
1,017
Q3 2025 Reduced 10.0%
$0
$1.21 Billion 0.41% of portfolio
40,780
Q3 2025 Added 8.4%
$96.4B
$1.21 Billion 0.41% of portfolio
9,797
Q3 2025 Reduced 1.44%
$170B
$1.18 Billion 0.4% of portfolio
8,135
Q3 2025 Reduced 5.27%
$114B
$1.2 Billion 0.4% of portfolio
10,451
Q3 2025 Added 3.53%
$319B
$1.18 Billion 0.4% of portfolio
17,271
Q3 2025 Reduced 2.2%
$74.3B
$1.15 Billion 0.39% of portfolio
5,747
Q3 2025 Reduced 12.26%
$130B
$1.12 Billion 0.38% of portfolio
3,162
Q3 2025 Reduced 10.3%
$0
$1.13 Billion 0.38% of portfolio
4,186
Q3 2025 Added 0.75%
$0
$1.14 Billion 0.38% of portfolio
5,869
Q3 2025 Added 0.19%
$115B
$1.14 Billion 0.38% of portfolio
2,329
Q3 2025 Reduced 0.68%
$258B
$1.11 Billion 0.37% of portfolio
6,652
Q3 2025 Added 4.51%
$0
$1.07 Billion 0.36% of portfolio
3,782
Q3 2025 Reduced 8.0%
$0
$1.03 Billion 0.35% of portfolio
9,994
Q3 2025 Reduced 2.92%
Capital Grp Fixed Incm ETF T
-
$1.02 Billion 0.34% of portfolio
-
Q3 2025 Added 3.15%
$388B
$1.01 Billion 0.34% of portfolio
6,264
Q3 2025 Reduced 3.38%
$0
$995 Million 0.33% of portfolio
8,403
Q3 2025 Reduced 1.27%
$1.46T
$972 Million 0.33% of portfolio
3,480
Q3 2025 Added 5.81%
$79.6B
$983 Million 0.33% of portfolio
7,946
Q3 2025 Reduced 5.18%
$0
$971 Million 0.33% of portfolio
16,168
Q3 2025 Added 19.11%
$0
$946 Million 0.32% of portfolio
18,119
Q3 2025 Reduced 5.9%
Capital Group Equity ETF Tr
-
$960 Million 0.32% of portfolio
-
Q3 2025 Reduced 2.3%
$291B
$909 Million 0.31% of portfolio
1,906
Q3 2025 Added 4.44%
$0
$911 Million 0.31% of portfolio
33,917
Q3 2025 Reduced 1.02%
$268B
$927 Million 0.31% of portfolio
5,543
Q3 2025 Reduced 11.33%
$61.4B
$903 Million 0.3% of portfolio
4,435
Q3 2025 Reduced 5.48%
$0
$856 Million 0.29% of portfolio
37,041
Q3 2025 Reduced 2.37%
$151B
$847 Million 0.29% of portfolio
2,402
Q3 2025 Added 1.09%
$0
$867 Million 0.29% of portfolio
10,312
Q3 2025 Added 12.64%
$147B
$863 Million 0.29% of portfolio
8,835
Q3 2025 Reduced 2.47%
$29.4B
$833 Million 0.28% of portfolio
33,910
Q3 2025 Added 6.83%
$270B
$839 Million 0.28% of portfolio
11,723
Q3 2025 Reduced 4.57%
$113B
$790 Million 0.27% of portfolio
8,347
Q3 2025 Added 2.64%
-
$816 Million 0.27% of portfolio
-
Q3 2025 Added 1.65%
-
$783 Million 0.26% of portfolio
-
Q3 2025 Added 1.29%
$0
$781 Million 0.26% of portfolio
11,844
Q3 2025 Added 2.62%
$0
$748 Million 0.25% of portfolio
13,889
Q3 2025 Added 3.09%
$59.5B
$688 Million 0.23% of portfolio
15,049
Q3 2025 Reduced 6.06%
$0
$676 Million 0.23% of portfolio
11,883
Q3 2025 Reduced 14.66%
$45.5B
$689 Million 0.23% of portfolio
3,988
Q3 2025 Added 8.22%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $297 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email