Fund HoldingsPINKERTON WEALTH, LLC

Total Portfolio Value
$975.51M
Total Bought
$180.07M
Total Sold
$139.51M
Net Transaction
+$40.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR0615,838+615,838040,0914.11%+40,091
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0399,881+399,881017,8791.83%+17,879
SPDR SERIES TRUST
ST STR P400MID
0117,010+117,01006,7760.69%+6,776
UNILEVER PLC(UL)079,152+79,15205,1770.53%+5,177
WARNER BROS DISCOVERY INC(WBD)15,024174,293+159,2692935,0230.51%+4,730
PROSHARES TR
PSHS ULT S&P 500
309,881677,536+367,65534,74739,2434.02%+4,496
LAM RESEARCH CORP(LRCX)026,047+26,04704,4590.46%+4,459
MICRON TECHNOLOGY INC(MU)015,621+15,62104,4580.46%+4,458
SELECT SECTOR SPDR TR
ST STR REAL ETF
0108,914+108,91404,3950.45%+4,395
ALPHABET INC(GOOG)2,09514,743+12,6485094,6150.47%+4,105
INTEL CORP(INTC)0106,310+106,31003,9230.40%+3,923
BLUEROCK PVT REAL ESTATE FD(BPRE)0257,019+257,01903,8550.40%+3,855
TERADYNE INC(TER)019,748+19,74803,8220.39%+3,822
ISHARES TR1,199,1981,253,654+54,45638,68642,4994.36%+3,813
CORNING INC(GLW)043,213+43,21303,7840.39%+3,784
KLA CORP(KLAC)02,920+2,92003,5480.36%+3,548
FIRST SOLAR INC(FSLR)013,402+13,40203,5010.36%+3,501
CATERPILLAR INC(CAT)06,098+6,09803,4930.36%+3,493
MONOLITHIC PWR SYS INC(MPWR)03,666+3,66603,3230.34%+3,323
ALBEMARLE CORP(ALB)019,689+19,68902,7850.29%+2,785
SPDR GOLD TR(GLD)144,999136,814-8,18551,54354,2215.56%+2,678
SPDR SERIES TRUST
ST STR BLO 1 ETF
028,101+28,10102,5680.26%+2,568
TE CONNECTIVITY PLC(TEL)011,245+11,24502,5580.26%+2,558
ISHARES TR010,381+10,38102,5550.26%+2,555
ISHARES TR337,842366,993+29,15137,46739,7674.08%+2,301
INVESCO QQQ TR044,868+44,868027,5632.83%+27,563
ISHARES TR0215,108+215,108026,5142.72%+26,514
LUMENTUM HLDGS INC(LITE)04,213+4,21301,5530.16%+1,553
ISHARES TR199,928203,871+3,94339,15840,7094.17%+1,551
CIENA CORP(CIEN)06,523+6,52301,5260.16%+1,526
SCHWAB STRATEGIC TR1,441,0911,462,473+21,38237,95839,3554.03%+1,397
MERCK & CO INC(MRK)60,62860,900+2725,0896,4100.66%+1,322
APPLOVIN CORP(APP)01,953+1,95301,3160.13%+1,316
MONGODB INC(MDB)02,954+2,95401,2400.13%+1,240
AST SPACEMOBILE INC(ASTS)016,824+16,82401,2220.13%+1,222
COHERENT CORP(COHR)06,491+6,49101,1980.12%+1,198
SCHWAB STRATEGIC TR1,325,6301,331,139+5,50930,86132,0013.28%+1,140
EXACT SCIENCES CORP(EXK)010,264+10,26401,0420.11%+1,042
ASTRAZENECA PLC(AZN)70,80270,033-7695,4326,4380.66%+1,006
VERTIV HOLDINGS CO(VRT)05,790+5,79009380.10%+938
INSMED INC(INSM)05,148+5,14808960.09%+896
UNITED PARCEL SERVICE INC(UPS)54,33954,589+2504,5395,4150.56%+876
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
019,924+19,92408480.09%+848
IQVIA HLDGS INC(IQV)21,44321,647+2044,0734,8790.50%+807
VANGUARD SPECIALIZED FUNDS03,629+3,62907980.08%+798
AMGEN INC(AMGN)17,97617,885-915,0735,8540.60%+781
ELEVANCE HEALTH INC FORMERLY(ELV)11,44412,620+1,1763,6984,4240.45%+726
NEWMONT CORP(NEM)41,84241,957+1153,5284,1890.43%+662
VANGUARD BD INDEX FDS161,783170,283+8,50012,03212,6131.29%+581
ANALOG DEVICES INC(ADI)15,99516,419+4243,9304,4530.46%+523
VANGUARD BD INDEX FDS496,670504,497+7,82738,78539,2904.03%+505
EDISON INTL(EIX)92,07593,031+9565,0905,5840.57%+494
ALPHABET INC(GOOG)15,74713,742-2,0053,8354,3120.44%+477
AMAZON COM INC(AMZN)21,58222,332+7504,7395,1550.53%+416
EXXON MOBIL CORP49,38449,542+1585,5685,9620.61%+394
QUALCOMM INC(QCOM)50,19551,092+8978,3508,7390.90%+389
RTX CORPORATION(RTX)65,69761,999-3,69810,99311,3711.17%+378
ADOBE INC(ADBE)8,90310,024+1,1213,1413,5080.36%+368
AMPHENOL CORP NEW28,41528,475+603,5163,8480.39%+332
ECHOSTAR CORP(ECHO)02,993+2,99303250.03%+325
ISHARES TR090,591+90,59107,3040.75%+7,304
ROIVANT SCIENCES LTD(ROIV)014,775+14,77503210.03%+321
TAIWAN SEMICONDUCTOR MFG LTD(TSM)20,58119,966-6155,7486,0670.62%+319
ELANCO ANIMAL HEALTH INC(ELAN)013,936+13,93603150.03%+315
BANK NEW YORK MELLON CORP49,03048,713-3175,3425,6550.58%+313
ADVANCED MICRO DEVICES INC(AMD)19,89116,409-3,4823,2183,5140.36%+296
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
93,48895,894+2,4066,4006,6810.68%+281
SCHWAB STRATEGIC TR155,708166,628+10,9205,1965,4570.56%+261
ISHARES TR064,575+64,57507,1160.73%+7,116
KRATOS DEFENSE & SEC SOLUTIO(KTOS)03,171+3,17102410.02%+241
WALMART INC(WMT)61,59159,016-2,5756,3486,5750.67%+227
ISHARES TR0329+32902250.02%+225
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,522+1,52202190.02%+219
META PLATFORMS INC(META)0318+31802100.02%+210
MP MATERIALS CORP(MP)023,017+23,01701,1630.12%+1,163
ISHARES TR01,854+1,85402040.02%+204
ISHARES TR01,312+1,31202020.02%+202
BERKSHIRE HATHAWAY INC DEL10,73811,074+3365,3985,5660.57%+168
CITIGROUP INC(C)66,77159,480-7,2916,7776,9410.71%+163
PALANTIR TECHNOLOGIES INC(PLTR)20,93822,323+1,3853,8203,9680.41%+148
ISHARES TR110,828113,790+2,9625,8776,0170.62%+140
WASTE MGMT INC DEL(WM)24,24124,976+7355,3535,4880.56%+134
MASTERCARD INCORPORATED(MA)5,8105,949+1393,3053,3960.35%+91
TEXAS INSTRS INC(TXN)029,104+29,10405,0490.52%+5,049
SOFI TECHNOLOGIES INC(SOFI)41,91245,300+3,3881,1071,1860.12%+79
MCDONALDS CORP(MCD)17,11217,224+1125,2005,2640.54%+64
INTUIT(INTU)04,648+4,64803,0790.32%+3,079
CONOCOPHILLIPS(COP)52,73453,838+1,1044,9885,0400.52%+52
ASTERA LABS INC(ALAB)5,1946,402+1,2081,0171,0650.11%+48
OMNICOM GROUP INC(OMC)65,52266,647+1,1255,3425,3820.55%+40
SCHWAB STRATEGIC TR114,022115,638+1,6162,7822,8180.29%+36
ISHARES GOLD TR(IAU)04,801+4,80103900.04%+390
ROYAL GOLD INC(RGLD)01,726+1,72603840.04%+384
VANGUARD INDEX FDS0895+89503000.03%+300
ISHARES TR02,878+2,87802770.03%+277
GENERAL DYNAMICS CORP(GD)9,89810,081+1833,3753,3940.35%+18
SCHWAB STRATEGIC TR021,166+21,16606360.07%+636
ZIONS BANCORPORATION N A(ZION)04,004+4,00402340.02%+234
SCHWAB STRATEGIC TR09,464+9,46403090.03%+309
INTERNATIONAL BUSINESS MACHS(IBM)0933+93302760.03%+276
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