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Michelle Robinson

Pines Wealth Management, Llc

Assets Managed
$308.953M
Holdings
215
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-0.22%(2Q avg: 2.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pines Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 215 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 308.953M in assets, with a quarterly growth rate of -0.22% and a 2-quarter average growth rate of 2.03%. The portfolio is managed by Michelle Robinson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -15.61%
5.71%
$17.613M
26,964 shares@ $653.22 avg price
VGUS
Vanguard Ultra Shrt Treasury
Recent Activity
New Position
4.27%
$13.168M
174,037 shares@ $75.67 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 69.98%
3.71%
$11.456M
146,105 shares@ $78.42 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.08%
3.61%
$11.124M
63,785 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.79%
3.29%
$10.155M
40,014 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.24%
2.68%
$8.267M
22,332 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.6%
2.58%
$7.952M
38,181 shares@ $208.28 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -4.52%
2.51%
$7.746M
72,968 shares@ $106.16 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.81%
2.29%
$7.07M
22,843 shares@ $309.52 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.89%
1.72%
$5.285M
8,127 shares@ $650.35 avg price

1-10 of 215