Pines Wealth Management, LLC ETF holdings
Southern Pines, NC
Reported $162.1M in 79 ETFs in its Form 13F for June 30, 2026.
ETF value
$162.1M
ETFs held
79
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
46.7%
of $347.4M
Top 10 of 79 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VGUS | Vanguard Ultra-Short Treasury ETF | $20.4M | 269,259 | +95,222 shares |
| IVV | iShares Core S&P 500 ETF | $20.3M | 27,131 | +167 shares |
| BSV | Vanguard Short-Term Bond ETF | $11.5M | 147,950 | +1,845 shares |
| MUB | iShares National Muni Bond ETF | $8.2M | 76,275 | +3,307 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.9M | 7,956 | −171 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $5.3M | 48,669 | +1,317 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $5.1M | 97,405 | +6,242 shares |
| IVE | iShares S&P 500 Value ETF | $4.2M | 18,408 | +113 shares |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | $4.1M | 54,158 | −430 shares |
| IUSB | iShares Core Universal USD Bond ETF | $3.9M | 83,493 | +2,153 shares |
69 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002037426. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Pines Wealth Management, LLC own?
Pines Wealth Management, LLC reported 79 ETF positions worth $162.1M in its Form 13F for June 30, 2026. The largest was VGUS, at $20.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.