Pine Harbor Wealth Management, LLC - Q42025 Holdings

Pine Harbor Wealth Management, LLC holds 106 stocks with a total portfolio value of $ 326.31M as of Q42025. In Q42025, Pine Harbor Wealth Management, LLC added 4 new positions, increased stakes in 44 stocks, reduced 32 holdings, and fully exited 6 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 12.32% of the total portfolio.