Pines Wealth Management, LLC

Q1 2026 13F Holdings

Location
Southern Pines, NC
Holdings as of
3/31/2026
Value ($000)
$308,953
Num holdings
215
Date filed
4/8/2026
Form type
13F-HR
Prev filing
2/2/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type