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PINES WEALTH MANAGEMENT, LLC 13F portfolio summary

PINES WEALTH MANAGEMENT, LLC of PINES WEALTH MANAGEMENT, LLC has 214 current stock holdings with a reported portfolio value of $309.0M. The portfolio 1 year return is +18.33%. Top holdings include PGX (0.00%), CGCB (0.00%), FFC (0.00%), BSV (0.00%), SPY (0.00%).

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PINES WEALTH MANAGEMENT, LLC

PINES WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

PINES WEALTH MANAGEMENT, LLC runs PINES WEALTH MANAGEMENT, LLC and currently holds 214 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $308.95M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PINES WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PINES WEALTH MANAGEMENT, LLC's portfolio at PINES WEALTH MANAGEMENT, LLC has delivered returns of +18.33%. Their 3-year annualized return is +15.29%. Looking at the 5-year horizon, PINES WEALTH MANAGEMENT, LLC has achieved +15.29% annualized returns at PINES WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.33%
#0/1000
3 Year
+15.29%
#0/1000
5 Year
+15.29%
#0/1000

Portfolio Value

$308.95M

Alpha Score

14.2

#0 of 1000

Holdings

214

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change