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PINKERTON WEALTH, LLC - Portfolio Stock Holdings

PINKERTON WEALTH, LLC disclosed 151 stock positions in a recent SEC 13F filing. $1,279,815,869 of stock holdings were filed, with the largest holdings including IWM, IJS, and IJK. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,439,082,849 and has 49 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

151

Est. Stock Holding Value:

$1,279,815,869

Top Stock Holdings By Sector

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Portfolio Stock Holdings - PINKERTON WEALTH, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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