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Home > Institutional Investor > Pine Harbor Wealth Management, Llc > Profile

Instuitional Investor - Pine Harbor Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Pine Harbor Wealth Management, Llc
Portfolio Value $373,461,010
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 579,315 $47,469,043 12.71%
2.
Dimensional Etf Trust
 DFAC 1,059,460 $39,475,471 10.57%
3.
Pgim Etf Tr - AAA CLO ETF
 766,829 $39,315,347 10.53%
4.
Pgim Etf Tr - PGIM ULTRA SH BD
 722,615 $35,805,588 9.59%
5.
Invesco Qqq Tr
 34,495 $25,402,073 6.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.