PINKERTON WEALTH, LLC

Institutional manager (13F) · CIK 1536446

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $892M

#	Issuer	Value	Shares
1	SPDR GOLD TR	$76M	191,349
2	ISHARES TR	$59M	1,748,579
3	ISHARES TR	$57M	283,941
4	ISHARES TR	$56M	861,189
5	ISHARES TR	$55M	511,682
6	SPDR S&P 500 ETF TR	$48M	70,198
7	PROSHARES TR	$43M	749,133
8	VANGUARD BD INDEX FDS	$38M	488,685
9	SCHWAB STRATEGIC TR	$38M	1,406,337
10	SCHWAB STRATEGIC TR	$31M	1,274,748
11	INVESCO QQQ TR	$30M	48,628
12	ISHARES TR	$29M	234,286
13	VANGUARD BD INDEX FDS	$29M	388,685
14	ISHARES TR	$27M	486,458
15	ISHARES TR	$26M	272,879
16	SELECT SECTOR SPDR TR	$26M	570,774
17	RTX CORPORATION	$11M	60,939
18	MICROSOFT CORP	$11M	21,736
19	BROADCOM INC	$10M	30,063
20	ISHARES TR	$9M	108,959
21	QUALCOMM INC	$9M	50,409
22	ISHARES TR	$9M	77,999
23	SCHWAB STRATEGIC TR	$7M	277,069
24	APPLE INC	$7M	26,546
25	JPMORGAN CHASE & CO.	$7M	21,386
26	CITIGROUP INC	$7M	58,768
27	SCHWAB STRATEGIC TR	$7M	245,122
28	ABBVIE INC	$7M	28,849
29	WALMART INC	$6M	58,296
30	DIMENSIONAL ETF TRUST	$6M	93,075
31	ASTRAZENECA PLC	$6M	69,281
32	MERCK & CO INC	$6M	60,273
33	SPDR SERIES TRUST	$6M	106,823
34	3M CO	$6M	37,043
35	EXXON MOBIL CORP	$6M	48,963
36	TAIWAN SEMICONDUCTOR MFG LTD	$6M	19,326
37	AMGEN INC	$6M	17,698
38	ISHARES TR	$6M	107,751
39	EDISON INTL	$6M	92,022
40	PHILLIPS 66	$6M	42,791
41	BANK NEW YORK MELLON CORP	$5M	47,304
42	BERKSHIRE HATHAWAY INC DEL	$5M	10,835
43	WARNER BROS DISCOVERY INC	$5M	188,953
44	WASTE MGMT INC DEL	$5M	24,672
45	UNITED PARCEL SERVICE INC	$5M	54,000
46	OMNICOM GROUP INC	$5M	65,887
47	SCHWAB STRATEGIC TR	$5M	161,063
48	CHEVRON CORP NEW	$5M	34,383
49	METLIFE INC	$5M	66,172
50	MCDONALDS CORP	$5M	17,040

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.