SEC Form 13F

Pines Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$347,773,534
Positions219

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INSTL INDEX FDVGUSULTR SHOR TR ETF$20,372,136269,259
ISHARES TRIVVCORE S&P500 ETF$20,318,13527,131
NVIDIA CORPORATIONNVDACOM$12,629,47063,119
APPLE INCAAPLCOM$11,644,34140,242
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$11,526,785147,950
AMAZON COM INCAMZNCOM$9,329,34339,143
BROADCOM INCAVGOCOM$8,335,05422,065
MICROSOFT CORPMSFTCOM$8,257,68922,137
ISHARES TRMUBNATIONAL MUN ETF$8,208,71876,275
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$5,941,3037,956

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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