Pine Harbor Wealth Management, LLC Portfolio Holdings

Pine Harbor Wealth Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Billion distributed in 101 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 $26.7B, Dimensional ETF Tr Dimensional with a value of $17.2B, Vanguard Total Stock Market Et with a value of $13.8B, Invesco Qqq Trust, Series 1 with a value of $12.2B, and Invesco Exchange Traded Fd Tr with a value of $10.5B.

Examining the 13F form we can see an increase of $31B in the current position value, from $170B to 201B.

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.