Pines Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 222 distinct securities, with no changes in the total number of positions compared to the previous reporting period.
The filing details a portfolio that includes a mix of large-cap technology companies, industrial manufacturers, and various exchange-traded funds (ETFs). Significant positions include Apple Inc., with 38,646 shares; Microsoft Corporation, with 22,333 shares; and Amazon.com Inc., with 38,389 shares. The firm also holds substantial stakes in NVIDIA Corporation (62,758 shares) and Broadcom Inc. (22,129 shares).
Outside of individual equities, the portfolio features a variety of ETFs. Notable holdings include the iShares Core S&P 500 ETF (26,983 shares), the Vanguard S&P 500 ETF (572 shares), and the Invesco QQQ Trust (307 shares). The filing also lists positions in various sector-specific ETFs, such as the Select Sector SPDR Technology ETF and the iShares Core U.S. Aggregate Bond ETF.
The report lists Michelle Robinson, Chief Compliance Officer, as the authorized signatory for the filing.
