Pines Wealth Management, LLC
•CIK: 2037426•Filing: Q4 2025
**Pines Wealth Management, LLC** manages $310M across a diversified portfolio of 225 positions. The strategy exhibits significant conviction in mega-cap technology leaders, evidenced by top holdings including IVV ($21.9M), NVDA ($12.1M), and MSFT ($10.6M). Further allocations are notable in key growth sectors, with AAPL ($10.5M), AMZN ($8.7M), and AVGO ($7.8M) rounding out the core exposure. This positioning reflects a focused, large-cap growth mandate within the current market cycle.
Total AUM
$309.3M
QoQ Performance
+4.3%
Positions
177
Top 10 Concentration
33.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV7.1%
NVDA3.9%
MSFT3.4%
AAPL3.4%
GLTR3.0%
AMZN2.8%
MUB2.6%
AVGO2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.1%
Technology20.6%
ETF9.1%
Consumer7.8%
Financial5.0%
Healthcare4.6%
Industrial2.8%
Energy1.3%
🚪 Exited Positionssold since Q3 2025
+27 more exited positions
Changes from Q3 2025
NEW7 new positions
↑110 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024