Notify me when PINKERTON WEALTH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 138 | $975,511,680 | +$162,947,735 | -$115,406,451 | +$47,541,284 | GLD, SPY, IYZ, IYW, IYH | 13F-HR | 06 Feb 2026, 11:31 |
| Q3 2025 | 138 | $930,223,917 | +$142,018,152 | -$110,181,780 | +$31,836,372 | GLD, SPY, IYW, BIV, IYZ | 13F-HR | 13 Nov 2025, 07:53 |
| Q2 2025 | 137 | $838,085,639 | +$361,286,407 | -$348,250,603 | +$13,035,804 | SPY, GLD, IYZ, IYW, IYC | 13F-HR | 13 Aug 2025, 13:08 |
| Q1 2025 | 102 | $770,303,408 | +$288,765,364 | -$204,121,476 | +$84,643,888 | SPY, DIA, IVW, GLD, SCHX | 13F-HR | 02 May 2025, 11:05 |
| Q4 2024 | 129 | $689,496,324 | +$212,984,045 | -$145,825,673 | +$67,158,372 | SPY, SCHX, IVW, DIA, IVE | 13F-HR | 14 Feb 2025, 21:27 |
| Q3 2024 | 135 | $687,663,884 | +$102,921,126 | -$95,633,485 | +$7,287,641 | SPY, SCHX, IVW, QQQ, BIV | 13F-HR | 12 Nov 2024, 12:16 |
| Q2 2024 | 123 | $650,523,299 | +$126,775,167 | -$109,659,575 | +$17,115,592 | SPY, QQQ, SCHX, IVW, IJK | 13F-HR | 08 Aug 2024, 10:56 |
| Q1 2024 | 130 | $621,875,610 | +$134,646,621 | -$73,169,825 | +$61,476,796 | SPY, SCHX, QQQ, IVW, IVE | 13F-HR | 09 May 2024, 18:27 |
| Q4 2023 | 128 | $519,141,368 | +$143,993,526 | -$123,164,613 | +$20,828,913 | SPY, SCHX, SCHF, QQQ, IJK | 13F-HR | 25 Jan 2024, 15:03 |
| Q3 2023 | 135 | $460,224,779 | +$76,610,765 | -$104,157,743 | -$27,546,978 | SCHX, SCHF, SCHB, SCHD, SPY | 13F-HR | 13 Nov 2023, 12:54 |
| Q2 2023 | 138 | $506,214,157 | +$75,905,279 | -$125,131,563 | -$49,226,284 | SCHX, SCHF, SPY, SCHB, BIV | 13F-HR | 07 Aug 2023, 15:35 |
| Q1 2023 | 134 | $534,859,148 | +$157,119,252 | -$99,136,709 | +$57,982,543 | SCHX, SCHF, SPY, SCHB, SCHD | 13F-HR | 11 May 2023, 15:06 |
| Q4 2022 | 120 | $462,072,683 | +$204,348,275 | -$23,418,299 | +$180,929,976 | SCHX, SCHF, SCHD, SCHB, VO | 13F-HR | 13 Feb 2023, 08:36 |
| Q3 2022 | 114 | $259,507,000 | +$41,701,508 | -$99,328,768 | -$57,627,260 | SCHD, BIV, IEF, SCHX, SPY | 13F-HR | 14 Nov 2022, 09:21 |
| Q2 2022 | 94 | $330,441,000 | +$43,316,972 | -$116,222,765 | -$72,905,793 | SCHD, BIV, IVE, IJS, IJJ | 13F-HR | 09 Aug 2022, 10:37 |
| Q1 2022 | 88 | $448,454,000 | +$106,685,475 | -$164,050,825 | -$57,365,350 | SCHD, SCHM, BIV, IEF, IVE | 13F-HR | 03 May 2022, 17:31 |
| Q4 2021 | 88 | $571,846,000 | +$124,721,137 | -$97,655,468 | +$27,065,669 | QQQ, SCHX, IVW, SPY, SCHF | 13F-HR | 24 Jan 2022, 17:30 |
| Q3 2021 | 98 | $517,039,000 | +$65,969,968 | -$61,513,515 | +$4,456,453 | SCHX, SCHF, SCHM, SCHB, SCHD | 13F-HR | 12 Nov 2021, 12:30 |
| Q2 2021 | 96 | $519,030,000 | +$54,655,956 | -$38,879,780 | +$15,776,176 | SCHX, SCHF, SCHM, SCHB, SCHD | 13F-HR | 10 Aug 2021, 12:43 |
| Q1 2021 | 95 | $476,888,000 | +$113,500,718 | -$77,461,058 | +$36,039,660 | SCHX, SCHF, SCHM, SCHD, SCHB | 13F-HR | 17 May 2021, 09:42 |
| Q4 2020 | 90 | $416,529,000 | +$46,272,750 | -$39,870,331 | +$6,402,419 | SCHX, SCHF, QQQ, SCHM, SCHB | 13F-HR | 16 Feb 2021, 06:59 |
| Q3 2020 | 86 | $366,670,000 | +$57,801,574 | -$25,864,961 | +$31,936,613 | SCHX, SCHF, QQQ, SCHB, SCHM | 13F-HR | 06 Nov 2020, 14:59 |
| Q2 2020 | 86 | $314,527,000 | +$160,737,250 | -$20,762,589 | +$139,974,661 | SCHX, SCHF, QQQ, SCHB, SCHD | 13F-HR | 13 Aug 2020, 16:13 |
| Q1 2020 | 70 | $142,068,000 | +$30,174,309 | -$150,631,464 | -$120,457,155 | SCHX, SCHM, SCHD, SCHB, SCHF | 13F-HR | 15 May 2020, 13:18 |
| Q4 2019 | 62 | $312,309,000 | +$9,173,949 | -$5,659,255 | +$3,514,694 | SCHX, SCHD, SCHB, SCHM, SCHF | 13F-HR | 11 Feb 2020, 15:09 |
| Q3 2019 | 60 | $291,951,000 | +$10,708,417 | -$7,344,824 | +$3,363,593 | SCHX, SCHD, SCHB, SCHM, SCHF | 13F-HR | 08 Nov 2019, 11:15 |
| Q2 2019 | 61 | $285,239,000 | +$19,459,018 | -$16,222,849 | +$3,236,169 | SCHX, SCHD, SCHB, SCHM, SCHF | 13F-HR | 06 Aug 2019, 15:56 |
| Q1 2019 | 60 | $273,348,000 | +$91,809,001 | -$39,026,224 | +$52,782,777 | SCHX, SCHD, SCHB, SCHM, SCHF | 13F-HR | 09 May 2019, 18:02 |
| Q4 2018 | 57 | $197,678,000 | +$28,035,435 | -$48,623,527 | -$20,588,092 | SCHX, SCHD, SCHB, VTI, QQQE | 13F-HR | 15 Feb 2019, 16:18 |
| Q3 2018 | 171 | $248,180,000 | +$53,871,304 | -$50,610,722 | +$3,260,582 | SCHD, SCHX, SCHB, SCHM, VTI | 13F-HR | 13 Nov 2018, 09:41 |
| Q2 2018 | 187 | $232,920,000 | +$90,546,573 | -$95,651,151 | -$5,104,578 | SCHM, SCHB, SCHX, SCHF, VTI | 13F-HR | 13 Aug 2018, 13:40 |
| Q1 2018 | 170 | $236,478,000 | +$29,275,652 | -$12,449,467 | +$16,826,185 | VTI, IJH, SPY, EFA, VYM | 13F-HR | 14 May 2018, 13:46 |
| Q4 2017 | 205 | $226,037,000 | +$15,062,236 | -$1,901,214 | +$13,161,022 | VTI, IJH, SPY, VYM, EFA | 13F-HR | 07 Feb 2018, 18:57 |
| Q3 2017 | 161 | $203,571,000 | +$31,591,722 | -$9,169,842 | +$22,421,880 | VTI, IJH, SPY, VYM, EFA | 13F-HR | 13 Nov 2017, 18:24 |
| Q2 2017 | 184 | $173,643,000 | +$12,937,113 | -$20,930,515 | -$7,993,402 | VYM, IJH, SPY, EFA, BIV | 13F-HR | 14 Aug 2017, 11:25 |
| Q1 2017 | 112 | $178,414,000 | +$2,550,801 | -$46,987,659 | -$44,436,858 | VYM, IJH, VTI, SPY, EFA | 13F-HR | 15 May 2017, 14:26 |
| Q4 2016 | 607 | $215,016,000 | +$10,943,950 | -$19,600,066 | -$8,656,116 | VYM, IJH, VTI, SPY, EFA | 13F-HR | 14 Feb 2017, 13:51 |
| Q3 2016 | 607 | $212,504,000 | +$26,027,334 | -$4,036,317 | +$21,991,017 | VYM, VTI, IJH, SPY, EFA | 13F-HR | 14 Nov 2016, 13:06 |
| Q2 2016 | 605 | $197,726,000 | +$36,812,964 | -$16,801,573 | +$20,011,391 | VYM, IJH, VTI, SPY, EFA | Restatement | 19 Sep 2016, 14:34 |
| Q1 2016 | 220 | $136,896,000 | $0 | $0 | $0 | VYM, VTI, IJH, BIV, CVX | 13F-HR | 13 May 2016, 20:28 |
| Q4 2015 | 165 | $154,567,000 | +$87,937,608 | -$7,373,714 | +$80,563,894 | VTI, VYM, SPY, IJH, BIV | 13F-HR | 13 May 2016, 20:26 |
| Q3 2015 | 167 | $70,534,000 | +$9,223,811 | -$91,787,811 | -$82,564,000 | CLX, MSFT, KMB, INTC, JNJ | 13F-HR | 13 May 2016, 20:25 |
| Q2 2015 | 210 | $161,605,000 | +$14,156,574 | -$3,632,925 | +$10,523,649 | VYM, IJH, VTI, SPY, EFA | 13F-HR | 13 May 2016, 20:23 |
| Q1 2015 | 109 | $136,241,120 | +$36,633,314 | -$20,346,442 | +$16,286,872 | VYM, IJH, VTI, SPY, EFA | 13F-HR | 13 May 2016, 20:22 |
| Q4 2014 | 116 | $90,152,000 | $0 | $0 | $0 | VYM, SPY, IJT, VTI, BIV | 13F-HR | 13 May 2016, 20:20 |