Pine Harbor Wealth Management, LLC Portfolio Holdings
Pine Harbor Wealth Management, LLC
- $170 Billion
- Q2 2024
Pine Harbor Wealth Management, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $25.1B, Vanguard Total Stock Market Et with a value of $14.3B, Dimensional ETF Tr Dimensional with a value of $13.4B, Invesco Qqq Trust, Series 1 with a value of $9.42B, and Blackrock Short Maturity Munic with a value of $7.1B.
Examining the 13F form we can see an increase of $11B in the current position value, from $159B to 170B.
Pine Harbor Wealth Management, LLC is based out at Silver Spring, MD
Below you can find more details about Pine Harbor Wealth Management, LLC portfolio as well as his latest detailed transactions.