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Showing Q4 2023 data
High Pines Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
High Pines Wealth Management, LLC
•CIK: 1855571•Filing: Q4 2023
**High Pines Wealth Management, LLC** manages $66M across a diversified portfolio of 30 positions. The strategy shows a significant allocation to broad market indices, notably VONG ($10.5M) and VEA ($9.3M). Core holdings also include VOO ($8.7M) and VTV ($8.2M), indicating a focus on global and sector-diversified equity exposure. Further allocations to fixed income (BND at $3.4M) and technology leaders (AAPL at $1.6M) balance the overall risk profile.
Total AUM
$65.6M
QoQ Performance
N/A
Positions
27
Top 10 Concentration
83.9%
Latest Filing
Q4 2023
Top Holdings Allocation
VONG
VEA
VOO
VTV
VO
VCSH
BND
VONG16.0%
VEA14.2%
VOO13.3%
VTV12.6%
VO8.7%
VCSH5.9%
BND5.2%
VTEB3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other71.4%
ETF13.3%
Technology7.8%
Consumer3.1%
Financial2.7%
Healthcare1.1%
Communication0.7%