Pine Harbor Wealth Management, LLC
All 13F Filings
- Location
- Fairfax, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 373,461
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 112 | 373,461 | 13F-HR | Pine Harbor Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 102 | 334,310 | 13F-HR | Pine Harbor Wealth Management, LLC |
| Q4 2025 | 1/20/2026 | 106 | 326,312 | 13F-HR | Pine Harbor Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 108 | 311,736 | 13F-HR | Pine Harbor Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 102 | 284,269 | 13F-HR | Pine Harbor Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.81 K | 13.1% | 5.105 K | 0 | 5.105 K |
| ETFs | 323.7 K | 86.7% | 34.05 K | 0 | 34.05 K |
| Debt | 928 | 0.2% | 0 | 10 | -10 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
373,461
Holdings
112
QoQ value change ($000)
39,151
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.