Pines Wealth Management, LLC

13F filer · CIK 0002037426

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$348MU.S. long equity reported on 13F

Positions14911 new · 12 closed

Net flow last quarter-$6.62MBuys minus sells

Top 10 positions weight24.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026149 positions
NVDANvidia Corp	$12.6M	3.63%	0.00%	-1.0%	Q4 2024
AAPLApple Inc.	$11.6M	3.35%	0.00%	+0.6%	Q4 2024
BSVNBank7 Corp.	$11.5M	3.31%	1.55%	+1.3%	Q4 2024
AMZNAmazon Com Inc	$9.33M	2.68%	0.00%	+2.5%	Q4 2024
AVGOBroadcom Inc.	$8.34M	2.40%	0.00%	-3.4%	Q4 2024
MSFTMicrosoft Corp	$8.26M	2.37%	0.00%	-0.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.94M	1.71%	Not reported	-2.1%	Q4 2024
LLYELI LILLY & Co	$5.72M	1.64%	0.00%	-1.0%	Q4 2024
GOOGAlphabet Inc.	$5.65M	1.62%	Not reported	-2.8%	Q4 2024
JPMJPMorgan Chase & Co	$5.62M	1.62%	0.00%	-0.9%	Q4 2024
WMTWalmart Inc.	$4.51M	1.30%	0.00%	-0.8%	Q4 2024
GOOGLAlphabet Inc.	$4.19M	1.20%	0.00%	+1.4%	Q4 2024
MUMicron Technology Inc	$3.67M	1.05%	0.00%	-10.3%	Q4 2024
AMDAdvanced Micro Devices Inc	$3.19M	0.92%	0.00%	-15.6%	Q4 2024
IBMInternational Business Machines Corp	$3.15M	0.91%	0.00%	+2.8%	Q4 2024
KLACKla Corp	$3.11M	0.89%	0.00%	-2.1%	Q4 2024
FDXFedex Corp	$2.87M	0.83%	0.00%	+2.0%	Q4 2024
PGPROCTER & GAMBLE Co	$2.7M	0.78%	0.00%	+3.5%	Q4 2024
VVisa Inc.	$2.05M	0.59%	0.00%	+4.3%	Q4 2024
CATCaterpillar Inc	$2.04M	0.59%	0.00%	-2.9%	Q4 2024
GSGoldman Sachs Group Inc	$1.99M	0.57%	0.00%	-3.8%	Q4 2024
ABBVAbbVie Inc.	$1.96M	0.56%	0.00%	+2.6%	Q4 2024
HDHome Depot, Inc.	$1.91M	0.55%	0.00%	+8.3%	Q4 2024
COSTCostco Wholesale Corp	$1.88M	0.54%	0.00%	+3.1%	Q4 2024
SMHMarket Vectors ETF Trust	$1.86M	0.53%	Not reported	-17.8%	Q4 2024
AMGNAmgen Inc	$1.82M	0.52%	0.00%	-0.2%	Q4 2024
METAMeta Platforms, Inc.	$1.81M	0.52%	Not reported	+0.9%	Q4 2024
NEENextera Energy Inc	$1.81M	0.52%	0.00%	-0.7%	Q4 2024
CSCOCisco Systems, Inc.	$1.79M	0.51%	0.00%	-12.4%	Q4 2024
QCOMQualcomm Inc	$1.78M	0.51%	0.00%	-1.5%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.78M	0.51%	0.00%	+1.7%	Q4 2024
LOWLowes Companies Inc	$1.77M	0.51%	0.00%	+0.9%	Q4 2024
TSLATesla, Inc.	$1.76M	0.51%	0.00%	-1.6%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.67M	0.48%	0.00%	+2.8%	Q4 2024
GDGeneral Dynamics Corp	$1.58M	0.45%	0.00%	-4.6%	Q4 2024
PANWPalo Alto Networks Inc	$1.57M	0.45%	0.00%	-2.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.48M	0.43%	0.00%	-2.8%	Q4 2024
PLDPrologis, Inc.	$1.47M	0.42%	0.00%	-1.4%	Q4 2024
HPEHewlett Packard Enterprise Co	$1.47M	0.42%	0.00%	-9.5%	Q4 2024
LMTLockheed Martin Corp	$1.44M	0.42%	0.00%	+0.8%	Q4 2024
ORCLOracle Corp	$1.41M	0.41%	0.00%	-2.0%	Q4 2024
CVXChevron Corp	$1.37M	0.40%	0.00%	+2.6%	Q4 2024
ETNEaton Corp plc	$1.3M	0.37%	0.00%	-2.6%	Q4 2024
TTTrane Technologies plc	$1.25M	0.36%	0.00%	-2.7%	Q4 2024
PNCPNC Financial Services Group, Inc.	$1.24M	0.36%	0.00%	-1.5%	Q4 2024
MCDMcdonalds Corp	$1.21M	0.35%	0.00%	+5.7%	Q4 2024
MCKMckesson Corp	$1.21M	0.35%	0.00%	+3.3%	Q4 2024
MRKMerck & Co., Inc.	$1.21M	0.35%	0.00%	+2.1%	Q4 2024
DUKDuke Energy CORP	$1.19M	0.34%	0.00%	-0.1%	Q4 2024
RTXRTX Corp	$1.19M	0.34%	0.00%	-3.0%	Q4 2024

Q1 2026Reported Apr 8, 2026148 positions
BSVNBank7 Corp.	$11.5M	3.71%	1.53%	+70.0%	Q4 2024
NVDANvidia Corp	$11.1M	3.60%	0.00%	-2.1%	Q4 2024
AAPLApple Inc.	$10.2M	3.29%	0.00%	+3.8%	Q4 2024
MSFTMicrosoft Corp	$8.27M	2.68%	0.00%	+2.2%	Q4 2024
AMZNAmazon Com Inc	$7.95M	2.57%	0.00%	+1.6%	Q4 2024
AVGOBroadcom Inc.	$7.07M	2.29%	0.00%	+0.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.29M	1.71%	Not reported	+2.9%	Q4 2024
JPMJPMorgan Chase & Co	$5.09M	1.65%	0.00%	-9.7%	Q4 2024
WMTWalmart Inc.	$4.99M	1.62%	0.00%	-24.0%	Q4 2024
GOOGAlphabet Inc.	$4.72M	1.53%	Not reported	-9.4%	Q4 2024
LLYELI LILLY & Co	$4.43M	1.43%	0.00%	+1.3%	Q4 2024
XOMExxonMobil Holdings Corp	$4.32M	1.40%	0.00%	-2.0%	Q4 2024
GOOGLAlphabet Inc.	$3.33M	1.08%	0.00%	-13.6%	Q4 2024
FDXFedex Corp	$3.2M	1.04%	0.00%	+1.2%	Q4 2024
IBMInternational Business Machines Corp	$2.64M	0.86%	0.00%	+3.8%	Q4 2024
PGPROCTER & GAMBLE Co	$2.57M	0.83%	0.00%	+4.1%	Q4 2024
COSTCostco Wholesale Corp	$1.94M	0.63%	0.00%	+0.6%	Q4 2024
NEENextera Energy Inc	$1.92M	0.62%	0.00%	-2.1%	Q4 2024
LOWLowes Companies Inc	$1.88M	0.61%	0.00%	+7.0%	Q4 2024
METAMeta Platforms, Inc.	$1.82M	0.59%	Not reported	+15.7%	Q4 2024
AMGNAmgen Inc	$1.78M	0.57%	0.00%	-0.9%	Q4 2024
GSGoldman Sachs Group Inc	$1.73M	0.56%	0.00%	-20.2%	Q4 2024
VVisa Inc.	$1.73M	0.56%	0.00%	-3.1%	Q4 2024
LMTLockheed Martin Corp	$1.7M	0.55%	0.00%	+1.0%	Q4 2024
CVXChevron Corp	$1.67M	0.54%	0.00%	+0.3%	Q4 2024
ABBVAbbVie Inc.	$1.65M	0.54%	0.00%	+8.5%	Q4 2024
HDHome Depot, Inc.	$1.65M	0.53%	0.00%	+7.2%	Q4 2024
GDGeneral Dynamics Corp	$1.6M	0.52%	0.00%	+6.8%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.59M	0.51%	0.00%	-0.2%	Q4 2024
TSLATesla, Inc.	$1.58M	0.51%	0.00%	+2.0%	Q4 2024
KLACKla Corp	$1.55M	0.50%	0.00%	-24.6%	Q4 2024
PLDPrologis, Inc.	$1.46M	0.47%	0.00%	+7.0%	Q4 2024
ORCLOracle Corp	$1.44M	0.47%	0.00%	+401.8%	Q4 2024
ADBEAdobe Inc.	$1.41M	0.45%	0.00%	+208.4%	Q4 2024
CATCaterpillar Inc	$1.39M	0.45%	0.00%	-4.2%	Q4 2024
CSCOCisco Systems, Inc.	$1.35M	0.44%	0.00%	+0.5%	Q4 2024
MCKMckesson Corp	$1.34M	0.43%	0.00%	-15.9%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.32M	0.43%	0.00%	+5.9%	Q4 2024
SMHMarket Vectors ETF Trust	$1.32M	0.43%	Not reported	-8.5%	Q4 2024
MCDMcdonalds Corp	$1.32M	0.43%	0.00%	-0.6%	Q4 2024
TJXTJX Companies Inc	$1.26M	0.41%	0.00%	-2.2%	Q4 2024
QCOMQualcomm Inc	$1.26M	0.41%	0.00%	-6.2%	Q4 2024
RTXRTX Corp	$1.24M	0.40%	0.00%	+2.5%	Q4 2024
DUKDuke Energy CORP	$1.23M	0.40%	0.00%	-4.3%	Q4 2024
MUMicron Technology Inc	$1.2M	0.39%	0.00%	-34.5%	Q4 2024
COPConocophillips	$1.16M	0.37%	0.00%	-1.5%	Q4 2024
ETNEaton Corp plc	$1.12M	0.36%	0.00%	+4.3%	Q4 2024
MRKMerck & Co., Inc.	$1.11M	0.36%	0.00%	+28.3%	Q4 2024
TTTrane Technologies plc	$1.09M	0.35%	0.00%	-7.4%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.08M	0.35%	0.00%	-13.6%	Q4 2024

Q4 2025Reported Feb 2, 2026156 positions
NVDANvidia Corp	$12.1M	3.92%	0.00%	-2.2%	Q4 2024
MSFTMicrosoft Corp	$10.6M	3.41%	0.00%	-0.2%	Q4 2024
AAPLApple Inc.	$10.5M	3.38%	0.00%	+0.2%	Q4 2024
GLTRabrdn Precious Metals Basket ETF Trust	$9.27M	3.00%	0.36%	-2.1%	Q4 2024
AMZNAmazon Com Inc	$8.67M	2.80%	0.00%	0.0%	Q4 2024
AVGOBroadcom Inc.	$7.84M	2.53%	0.00%	-0.8%	Q4 2024
BSVNBank7 Corp.	$6.77M	2.19%	0.91%	+3.0%	Q4 2024
JPMJPMorgan Chase & Co	$6.18M	1.99%	0.00%	-2.4%	Q4 2024
WMTWalmart Inc.	$5.88M	1.90%	0.00%	-0.3%	Q4 2024
GOOGAlphabet Inc.	$5.7M	1.84%	Not reported	+1.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.39M	1.74%	Not reported	+0.2%	Q4 2024
LLYELI LILLY & Co	$5.11M	1.65%	0.00%	+2.2%	Q4 2024
GOOGLAlphabet Inc.	$4.19M	1.35%	0.00%	+1.1%	Q4 2024
XOMExxonMobil Holdings Corp	$3.13M	1.01%	0.00%	+4.3%	Q4 2024
IBMInternational Business Machines Corp	$3.12M	1.01%	0.00%	-1.8%	Q4 2024
FDXFedex Corp	$2.57M	0.83%	0.00%	+1.0%	Q4 2024
PGPROCTER & GAMBLE Co	$2.45M	0.79%	0.00%	-1.1%	Q4 2024
GSGoldman Sachs Group Inc	$2.26M	0.73%	0.00%	+0.4%	Q4 2024
VVisa Inc.	$2.08M	0.67%	0.00%	-6.8%	Q4 2024
TSLATesla, Inc.	$1.88M	0.61%	0.00%	-2.3%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.88M	0.61%	0.00%	+16.1%	Q4 2024
METAMeta Platforms, Inc.	$1.81M	0.59%	Not reported	-17.3%	Q4 2024
LOWLowes Companies Inc	$1.79M	0.58%	0.00%	+1.7%	Q4 2024
QCOMQualcomm Inc	$1.78M	0.57%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$1.7M	0.55%	0.00%	+0.4%	Q4 2024
KLACKla Corp	$1.69M	0.55%	0.00%	+0.4%	Q4 2024
COSTCostco Wholesale Corp	$1.67M	0.54%	0.00%	-1.3%	Q4 2024
AMGNAmgen Inc	$1.67M	0.54%	0.00%	+0.5%	Q4 2024
HDHome Depot, Inc.	$1.61M	0.52%	0.00%	+2.1%	Q4 2024
ABBVAbbVie Inc.	$1.6M	0.52%	0.00%	+6.8%	Q4 2024
MUMicron Technology Inc	$1.54M	0.50%	0.00%	-2.5%	Q4 2024
MCKMckesson Corp	$1.51M	0.49%	0.00%	-2.2%	Q4 2024
GDGeneral Dynamics Corp	$1.47M	0.48%	0.00%	+0.4%	Q4 2024
SMHMarket Vectors ETF Trust	$1.36M	0.44%	Not reported	+0.4%	Q4 2024
LMTLockheed Martin Corp	$1.35M	0.43%	0.00%	-0.6%	Q4 2024
CSCOCisco Systems, Inc.	$1.33M	0.43%	0.00%	Not reported	Q4 2024
PLDPrologis, Inc.	$1.32M	0.43%	0.00%	-1.3%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.32M	0.42%	0.00%	-2.0%	Q4 2024
MCDMcdonalds Corp	$1.3M	0.42%	0.00%	+3.9%	Q4 2024
GLDSPDR Gold Trust	$1.25M	0.40%	0.00%	Not reported	Q4 2024
TJXTJX Companies Inc	$1.24M	0.40%	0.00%	-0.8%	Q4 2024
CVXChevron Corp	$1.23M	0.40%	0.00%	-0.3%	Q4 2024
CATCaterpillar Inc	$1.18M	0.38%	0.00%	+7.8%	Q4 2024
DUKDuke Energy CORP	$1.15M	0.37%	0.00%	+0.5%	Q4 2024
RTXRTX Corp	$1.15M	0.37%	0.00%	-5.4%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.12M	0.36%	0.00%	+6.2%	Q4 2024
MAMastercard Inc	$1.12M	0.36%	0.00%	-3.0%	Q4 2024
PNCPNC Financial Services Group, Inc.	$1.12M	0.36%	0.00%	-7.1%	Q4 2024
TTTrane Technologies plc	$1.1M	0.36%	0.00%	-6.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.07M	0.35%	0.00%	-2.1%	Q4 2024

Q3 2025Reported Nov 3, 2025160 positions
NVDANvidia Corp	$12.4M	4.19%	0.00%	+1.2%	Q4 2024
MSFTMicrosoft Corp	$11.3M	3.82%	0.00%	-2.3%	Q4 2024
AAPLApple Inc.	$9.8M	3.30%	0.00%	-7.8%	Q4 2024
AMZNAmazon Com Inc	$8.25M	2.78%	0.00%	-3.0%	Q4 2024
GLTRabrdn Precious Metals Basket ETF Trust	$7.62M	2.57%	0.41%	-5.4%	Q4 2024
AVGOBroadcom Inc.	$7.53M	2.54%	0.00%	-4.0%	Q4 2024
BSVNBank7 Corp.	$6.59M	2.22%	0.88%	+1.7%	Q4 2024
JPMJPMorgan Chase & Co	$6.19M	2.09%	0.00%	-4.3%	Q4 2024
WMTWalmart Inc.	$5.46M	1.84%	0.00%	-1.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.25M	1.77%	Not reported	+3.8%	Q4 2024
GOOGAlphabet Inc.	$4.38M	1.47%	Not reported	+1.2%	Q4 2024
LLYELI LILLY & Co	$3.55M	1.20%	0.00%	+6.4%	Q4 2024
GOOGLAlphabet Inc.	$3.22M	1.08%	0.00%	-10.4%	Q4 2024
IBMInternational Business Machines Corp	$3.02M	1.02%	0.00%	+1.6%	Q4 2024
XOMExxonMobil Holdings Corp	$2.81M	0.95%	0.00%	-2.0%	Q4 2024
PGPROCTER & GAMBLE Co	$2.66M	0.90%	0.00%	+1.8%	Q4 2024
METAMeta Platforms, Inc.	$2.44M	0.82%	Not reported	-7.4%	Q4 2024
VVisa Inc.	$2.17M	0.73%	0.00%	-8.0%	Q4 2024
FDXFedex Corp	$2.07M	0.70%	0.00%	-1.9%	Q4 2024
GSGoldman Sachs Group Inc	$2.03M	0.69%	0.00%	-3.7%	Q4 2024
TSLATesla, Inc.	$1.9M	0.64%	0.00%	-7.4%	Q4 2024
HDHome Depot, Inc.	$1.86M	0.63%	0.00%	+6.1%	Q4 2024
LOWLowes Companies Inc	$1.84M	0.62%	0.00%	+3.7%	Q4 2024
COSTCostco Wholesale Corp	$1.82M	0.61%	0.00%	-2.5%	Q4 2024
QCOMQualcomm Inc	$1.73M	0.58%	0.00%	+0.1%	Q4 2024
NEENextera Energy Inc	$1.59M	0.54%	0.00%	+2.1%	Q4 2024
ABBVAbbVie Inc.	$1.52M	0.51%	0.00%	-1.0%	Q4 2024
KLACKla Corp	$1.5M	0.50%	0.00%	-3.6%	Q4 2024
GDGeneral Dynamics Corp	$1.48M	0.50%	0.00%	-0.8%	Q4 2024
MCKMckesson Corp	$1.45M	0.49%	0.00%	+0.2%	Q4 2024
AMGNAmgen Inc	$1.43M	0.48%	0.00%	-0.9%	Q4 2024
LMTLockheed Martin Corp	$1.4M	0.47%	0.00%	+12.1%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.35M	0.46%	0.00%	-1.1%	Q4 2024
ETNEaton Corp plc	$1.29M	0.43%	0.00%	-3.2%	Q4 2024
TTTrane Technologies plc	$1.28M	0.43%	0.00%	+138.0%	Q4 2024
CVXChevron Corp	$1.26M	0.42%	0.00%	+2.6%	Q4 2024
MCDMcdonalds Corp	$1.25M	0.42%	0.00%	+2.6%	Q4 2024
SMHMarket Vectors ETF Trust	$1.22M	0.41%	Not reported	+1.0%	Q4 2024
NFLXNetflix Inc	$1.22M	0.41%	0.00%	-10.0%	Q4 2024
DUKDuke Energy CORP	$1.21M	0.41%	0.00%	-1.4%	Q4 2024
PLDPrologis, Inc.	$1.2M	0.40%	0.00%	+3.5%	Q4 2024
CSCOCisco Systems, Inc.	$1.18M	0.40%	0.00%	-2.2%	Q4 2024
TJXTJX Companies Inc	$1.18M	0.40%	0.00%	-5.3%	Q4 2024
PNCPNC Financial Services Group, Inc.	$1.15M	0.39%	0.00%	-12.3%	Q4 2024
MAMastercard Inc	$1.15M	0.39%	0.00%	-9.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.14M	0.38%	0.00%	-0.7%	Q4 2024
GLDSPDR Gold Trust	$1.12M	0.38%	0.00%	-10.3%	Q4 2024
RTXRTX Corp	$1.11M	0.37%	0.00%	+4.5%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.01M	0.34%	0.00%	-3.4%	Q4 2024
APHAmphenol Corp	$983K	0.33%	0.00%	-5.2%	Q4 2024

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