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Michelle Robinson

Pines Wealth Management, Llc

Assets Managed
$347.774M
Holdings
219
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
12.57%(2Q avg: 6.18%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pines Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 219 positions.

Assets under management

The assets under management (AUM) of Pines Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 347.774M in assets, with a quarterly growth rate of 12.57% and a 2-quarter average growth rate of 6.18%. The portfolio is managed by Michelle Robinson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGUS
Vanguard Ultra Shrt Treasury
Recent Activity
Increased 54.72%
5.86%
$20.372M
269,259 shares@ $75.67 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.62%
5.85%
$20.318M
27,131 shares@ $748.9 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.04%
3.64%
$12.629M
63,119 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.57%
3.35%
$11.644M
40,242 shares@ $289.36 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 1.27%
3.32%
$11.527M
147,950 shares@ $77.92 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.52%
2.69%
$9.329M
39,143 shares@ $238.35 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.4%
2.4%
$8.335M
22,065 shares@ $377.76 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.87%
2.38%
$8.258M
22,137 shares@ $373.03 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 4.54%
2.37%
$8.209M
76,275 shares@ $107.63 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.1%
1.71%
$5.941M
7,956 shares@ $746.78 avg price

1-10 of 219