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Daniel Pinkerton

Pinkerton Wealth, Llc

Assets Managed
$1.099B
Holdings
138
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
12.68%(2Q avg: 8.78%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinkerton Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Pinkerton Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.099B in assets, with a quarterly growth rate of 12.68% and a 2-quarter average growth rate of 8.78%. The portfolio is managed by Daniel Pinkerton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Increased 39.87%
6.9%
$75.834M
191,349 shares@ $396.31 avg price
IYZ
Ishares Us Telecommunication
Recent Activity
Increased 39.48%
5.4%
$59.277M
1.749M shares@ $33.9 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Increased 39.28%
5.16%
$56.697M
283,941 shares@ $199.69 avg price
IYH
Ishares U.s. Healthcare Etf
Recent Activity
Increased 39.85%
5.11%
$56.063M
861,189 shares@ $65.11 avg price
IDU
Ishares Us Utilities Etf
Recent Activity
Increased 39.43%
5.05%
$55.446M
511,682 shares@ $108.37 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.53%
4.36%
$47.869M
70,198 shares@ $681.92 avg price
SSO
Proshares Ultra S&p500
Recent Activity
Increased 10.57%
3.95%
$43.39M
749,133 shares@ $57.92 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Decreased -3.13%
3.47%
$38.059M
488,685 shares@ $77.88 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -3.83%
3.45%
$37.845M
1.406M shares@ $26.92 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -4.23%
2.79%
$30.645M
1.275M shares@ $24.05 avg price

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