Pinkerton Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 138 separate positions held by the firm.
The portfolio is managed by Daniel Pinkerton, who serves as the Managing Member of the firm based in Coeur D'Alene, Idaho. The report was signed on October 28, 2026.
The filing details a broad mix of holdings, including large-cap technology and healthcare companies, as well as various exchange-traded funds (ETFs). Notable positions include:
- Technology: Microsoft, Apple, NVIDIA, Broadcom, Advanced Micro Devices, Meta Platforms, Qualcomm, Texas Instruments, and Palantir Technologies.
- Healthcare: Merck & Co., Abbott Laboratories, Pfizer, and UnitedHealth Group.
- Energy: Exxon Mobil, Chevron, Phillips 66, and SLB Limited.
- Financials: JPMorgan Chase, Berkshire Hathaway, and Wells Fargo.
The portfolio also includes significant exposure to ETFs, such as the Vanguard Total Bond Market ETF, the Invesco QQQ Trust, and various sector-specific funds including the Select Sector SPDR Technology ETF and the iShares Core MSCI Emerging Markets ETF.
