Pine Harbor Wealth Management, LLC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$326.3B
Holdings
106
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (106 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 5,257 | $223.0M | 0.07% | |
| 102 | TXNTEXAS INSTRS INC | 1,262 | $219.0M | 0.07% | |
| 103 | ADPAUTOMATIC DATA PROCESSING IN | 826 | $212.0M | 0.06% | |
| 104 | DFEMDIMENSIONAL ETF TRUST | 6,247 | $206.0M | 0.06% | |
| 105 | CPERUNITED STS COMMODITY INDEX F | 4,087 | $142.0M | 0.04% | |
| 106 | BZAIBLAIZE HLDGS INC | 18,181 | $35.0M | 0.01% |
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