Pines Wealth Management, LLC - Q32026 Holdings

Pines Wealth Management, LLC holds 220 stocks with a total portfolio value of $ 351.85M as of Q32026. In Q32026, Pines Wealth Management, LLC added 220 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Vanguard Instl Index Fd (VGUS), representing 6.18% of the total portfolio.