1y return+20.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $127 against $127 in the S&P 500.2
Pines Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGUSVanguard Instl Index Fd | $20.4M | 5.9% | +54.7% |
| IVVIshares Tr | $20.3M | 5.8% | |
| NVDANvidia Corporation | $12.6M | 3.6% | −1.0% |
| AAPLApple Inc | $11.6M | 3.4% | |
| BSVVanguard Bd Index Fds | $11.5M | 3.3% | +1.3% |
| AMZNAmazon Com Inc | $9.3M | 2.7% | +2.5% |
| AVGOBroadcom Inc | $8.3M | 2.4% | −3.4% |
| MSFTMicrosoft Corp | $8.3M | 2.4% | |
| MUBIshares Tr | $8.2M | 2.4% | +4.5% |
| SPYState Str Spdr S&p 500 Etf T | $5.9M | 1.7% | −2.1% |
| LLYEli Lilly & Co | $5.7M | 1.6% | −1.0% |
| GOOGAlphabet Inc | $5.7M | 1.6% | −2.7% |
| JPMJpmorgan Chase & Co | $5.6M | 1.6% | |
| LQDIshares Tr | $5.3M | 1.5% | +2.8% |
| IGSBIshares Tr | $5.1M | 1.5% | +6.8% |
| WMTWalmart Inc | $4.5M | 1.3% | |
| GOOGLAlphabet Inc | $4.2M | 1.2% | +1.3% |
| IVEIshares Tr | $4.2M | 1.2% | |
| VBILVanguard Instl Index Fd | $4.1M | 1.2% | |
| IUSBIshares Tr | $3.9M | 1.1% | +2.6% |
| IWMIshares Tr | $3.8M | 1.1% | +3.9% |
| MUMicron Technology Inc | $3.7M | 1.1% | −10.3% |
| AMDAdvanced Micro Devices Inc | $3.2M | 0.9% | −15.6% |
| IBMInternational Business Machs | $3.2M | 0.9% | +2.8% |
| KLACKla Corp | $3.1M | 0.9% | +879.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $3.2M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $2.0M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $4.2M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $5.7M |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $2.0M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $8.3M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $5.7M |
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $2.2M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $12.6M |
| ABBVAbbvie Inc | December 31, 2024 | +41.6% | $2.0M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $4.3M
- Honeywell Intl IncCUSIP 438516106 was $542K
- IXCIshares Tr was $295K
- AMTAmerican Tower Corp was $289K
- CMCSAComcast Corp New was $267K
- SLVIshares Silver Tr was $238K
- APDAir Products And Chemicals I was $225K
- BPBp PLC was $216K
- Totalenergies SeCUSIP F92124100 was $212K
- Spotify Technology S ACUSIP L8681T102 was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +3.7% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pines Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2037426&type=13F-HR&dateb=&owner=include&count=40CIK 2037426
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2037426/000195175726001023/Filed July 22, 2026 · accession 0001951757-26-001023