13F Filings History of Pines Wealth Management, LLC

Latest 13F report
Q3 2025 - 03 Nov 2025
Value $
$296,553,965
Signature - Title
Michelle Robinson - Chief Compliance Officer
Location
Southern Pines, NC
Summary
This page shows a list of all the recent 13F filings made by Pines Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pines Wealth Management, LLC reported 225 stock holdings with total value $296,553,965 as of Q3 2025. Top holdings included IVV, NVDA, MSFT, AAPL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 225 $296,553,965 +$7,934,304 -$12,068,895 -$4,134,591 IVV, NVDA, MSFT, AAPL, AMZN 13F-HR 03 Nov 2025, 09:20
Q2 2025 229 $282,676,098 +$26,073,382 -$6,073,822 +$19,999,560 IVV, MSFT, NVDA, AAPL, AMZN 13F-HR 09 Jul 2025, 17:20
Q1 2025 198 $216,232,627 +$22,779,923 -$10,765,011 +$12,014,912 IVV, MSFT, MUB, GLTR, AAPL 13F-HR 11 Apr 2025, 10:44
Q4 2024 205 $229,804,770 $0 $0 $0 AAPL, IVV, MSFT, NVDA, AMZN 13F-HR 14 Jan 2025, 06:20