Pine Harbor Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Silver Spring, MD
CIK
0002016051
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 101 200,966 DFUS, DFIC, VTI, QQQ 13F-HR 11/13/2024 000117266124004621
Q2 2024 97 169,942 DFUS, VTI, DFIC, QQQ 13F-HR 8/9/2024 000117266124003171
Q1 2024 96 158,896 DFUS, VTI, DFIC, QQQ 13F-HR 5/15/2024 000117266124002525
Q4 2023 97 131,374 DFUS, VTI, DFIC, VTIP 13F-HR 4/3/2024 000117266124001705