Pines Wealth Management, LLC
Annual return '25
+0.1%
SPY '25
+17.7%
Alpha
-17.6ptsvs SPY
Invested
$309M
Holdings
214
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (6.2k shares)
5.7%
02
$VGUS
VANGUARD INSTL INDEX FD
Held since at least Q1 2024
4.3%
03
$BSV
VANGUARD BD INDEX FDS
Q1 2026: New position (9.1k shares)
3.7%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (1.6k shares)
3.6%
05
$AAPL
APPLE INC
Q1 2026: New position (32.0k shares)
3.3%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (32.2k shares)
2.7%
07
$AMZN
AMAZON COM INC
Q1 2026: New position (7.9k shares)
2.6%
08
$MUB
ISHARES TR
Held since at least Q1 2024
2.5%
09
$AVGO
BROADCOM INC
Q1 2026: New position (712 shares)
2.3%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (2.1k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:57 UTC.