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
$317B
$664 Million 0.22% of portfolio
7,919
Q3 2025 Reduced 8.86%
$255B
$655 Million 0.22% of portfolio
1,973
Q3 2025 Added 10.53%
$0
$645 Million 0.22% of portfolio
4,636
Q3 2025 Added 8.85%
$136B
$660 Million 0.22% of portfolio
2,793
Q3 2025 Added 10.83%
$228B
$656 Million 0.22% of portfolio
4,901
Q3 2025 Reduced 0.95%
$0
$641 Million 0.22% of portfolio
8,017
Q3 2025 Added 9.96%
Capital Group Core Balanced
-
$668 Million 0.22% of portfolio
-
Q3 2025 Reduced 3.74%
$662B
$652 Million 0.22% of portfolio
1,297
Q1 2025 Reduced 4.14%
$0
$667 Million 0.22% of portfolio
3,577
Q3 2025 Reduced 0.78%
$237B
$658 Million 0.22% of portfolio
4,054
Q3 2025 Reduced 6.5%
$103B
$621 Million 0.21% of portfolio
4,778
Q3 2025 Reduced 0.97%
$300B
$617 Million 0.21% of portfolio
1,786
Q3 2025 Added 9.24%
$0
$621 Million 0.21% of portfolio
6,344
Q2 2025 Reduced 0.19%
$235B
$597 Million 0.2% of portfolio
7,111
Q3 2025 Reduced 1.44%
$190B
$601 Million 0.2% of portfolio
5,922
Q3 2025 Reduced 18.46%
$86.7B
$567 Million 0.19% of portfolio
930
Q3 2025 Added 2.09%
$204B
$571 Million 0.19% of portfolio
4,068
Q3 2025 Reduced 2.96%
$62.7B
$569 Million 0.19% of portfolio
6,910
Q3 2025 Reduced 5.37%
$61.6B
$525 Million 0.18% of portfolio
18,556
Q3 2025 Reduced 2.62%
$593B
$524 Million 0.18% of portfolio
1,864
Q3 2025 Added 3.73%
$429M
$547 Million 0.18% of portfolio
26,612
Q3 2025 Reduced 11.2%
$0
$534 Million 0.18% of portfolio
14,127
Q3 2025 Reduced 4.91%
$132B
$517 Million 0.17% of portfolio
2,458
Q3 2025 Reduced 13.51%
$0
$499 Million 0.17% of portfolio
9,440
Q3 2025 Added 4.92%
$0
$508 Million 0.17% of portfolio
3,572
Q1 2025 Added 28.03%
$79.2B
$498 Million 0.17% of portfolio
7,146
Q3 2025 Added 3.48%
$193B
$494 Million 0.17% of portfolio
4,312
Q3 2025 Reduced 21.16%
$55.9B
$462 Million 0.16% of portfolio
484
Q3 2025 Added 2.33%
$0
$477 Million 0.16% of portfolio
41,149
Q3 2025 Added 14.06%
$0
$470 Million 0.16% of portfolio
3,257
Q3 2025 Added 7.17%
$522B
$486 Million 0.16% of portfolio
2,621
Q3 2025 Added 4.01%
$52.1B
$457 Million 0.15% of portfolio
38,220
Q3 2025 Reduced 5.48%
$98.1B
$441 Million 0.15% of portfolio
2,582
Q3 2025 Added 3.45%
$128B
$437 Million 0.15% of portfolio
4,591
Q3 2025 Reduced 36.96%
$277B
$433 Million 0.15% of portfolio
5,638
Q3 2025 Reduced 10.04%
$0
$451 Million 0.15% of portfolio
6,676
Q3 2025 Reduced 1.72%
$0
$432 Million 0.15% of portfolio
3,790
Q3 2025 Reduced 0.55%
Capital Group New Geography
-
$438 Million 0.15% of portfolio
-
Q3 2025 Reduced 0.83%
$0
$447 Million 0.15% of portfolio
26,464
Q3 2025 Added 47.98%
$107B
$454 Million 0.15% of portfolio
599
Q3 2025 Reduced 1.48%
$0
$442 Million 0.15% of portfolio
722
Q3 2025 Reduced 1.9%
$50.1B
$428 Million 0.14% of portfolio
3,568
Q3 2025 Reduced 8.47%
$0
$407 Million 0.14% of portfolio
6,003
Q3 2025 Reduced 3.92%
$73.4B
$410 Million 0.14% of portfolio
11,535
Q3 2025 Added 5.11%
$270B
$422 Million 0.14% of portfolio
2,655
Q3 2025 Added 5.48%
$169B
$403 Million 0.14% of portfolio
438
Q3 2025 Reduced 23.83%
$54.5B
$417 Million 0.14% of portfolio
2,229
Q3 2025 Added 27.23%
$413B
$404 Million 0.14% of portfolio
7,826
Q3 2025 Added 68.34%
$237B
$409 Million 0.14% of portfolio
1,724
Q3 2025 Reduced 3.85%

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
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