Pinkerton Wealth
$1.2B 13F equity value
152 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Pinkerton Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IJS | ISHARES TR | 1,579,899 | $187M | 16.1% |
| IWM | ISHARES TR | 751,445 | $186M | 16.0% |
| IJK | ISHARES TR | 1,835,243 | $185M | 15.9% |
| GLD | SPDR GOLD TR | 185,223 | $80M | 6.8% |
| BIV | VANGUARD BD INDEX FDS | 515,159 | $40M | 3.4% |
| SCHX | SCHWAB STRATEGIC TR | 1,421,061 | $36M | 3.1% |
| SCHF | SCHWAB STRATEGIC TR | 1,241,123 | $31M | 2.6% |
| BND | VANGUARD BD INDEX FDS | 406,923 | $30M | 2.6% |
| XLE | SELECT SECTOR SPDR TR | 454,490 | $28M | 2.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 32,922 | $21M | 1.8% |
Track Pinkerton Wealth's 13F portfolio: $1.2B in reported holdings, 152 positions. Top holdings and quarterly changes on SentiSense.
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