Pines Wealth Management, LLC
All 13F Filings
- Location
- Southern Pines, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 347,774
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/22/2026 | 219 | 347,774 | 13F-HR | Pines Wealth Management, LLC |
| Q1 2026 | 4/8/2026 | 215 | 308,953 | 13F-HR | Pines Wealth Management, LLC |
| Q4 2025 | 2/2/2026 | 225 | 309,647 | 13F-HR | Pines Wealth Management, LLC |
| Q3 2025 | 11/3/2025 | 226 | 296,927 | 13F-HR | Pines Wealth Management, LLC |
| Q2 2025 | 7/9/2025 | 229 | 282,676 | 13F-HR | Pines Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
400
(0.1% of total reported value)
· QoQ Δ:
+400
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 197.1 K | 56.7% | 19.08 K | 0 | 19.08 K |
| ETFs | 137.6 K | 39.6% | 19.26 K | 0 | 19.26 K |
| Debt | 12.72 K | 3.7% | 70 | 0 | 70 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
347,774
Holdings
219
QoQ value change ($000)
38,821
(12.6%)
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.