Pine Harbor Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $312 Billion distributed in 108 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 $37.9B, Pgim ETF Tr with a value of $30.5B, Pgim ETF Tr with a value of $28.9B, Dimensional ETF Tr Dimensional with a value of $26.3B, and Invesco Qqq Trust, Series 1 with a value of $20.3B.
Examining the 13F form we can see an increase of $27.5B in the current position value, from $284B to 312B.
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.
Portfolio value
$312 Billion
ETFs: $210 Billion
Technology: $18.9 Billion
Financial Services: $11.8 Billion
Healthcare: $4.24 Billion
Consumer Cyclical: $3.45 Billion
Consumer Defensive: $3.34 Billion
Communication Services: $2.88 Billion
Industrials: $2.16 Billion
Other: $2.98 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
