0001172661-24-002525.txt : 20240515 0001172661-24-002525.hdr.sgml : 20240515 20240515162547 ACCESSION NUMBER: 0001172661-24-002525 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pine Harbor Wealth Management, LLC CENTRAL INDEX KEY: 0002016051 ORGANIZATION NAME: IRS NUMBER: 843571474 STATE OF INCORPORATION: DC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24046 FILM NUMBER: 24951354 BUSINESS ADDRESS: STREET 1: 8403 COLESVILLE RD STREET 2: SUITE 1100 CITY: SILVER SPRING STATE: MD ZIP: 20910 BUSINESS PHONE: 2402004950 MAIL ADDRESS: STREET 1: 8403 COLESVILLE RD STREET 2: SUITE 1100 CITY: SILVER SPRING STATE: MD ZIP: 20910 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002016051 XXXXXXXX 03-31-2024 03-31-2024 false Pine Harbor Wealth Management, LLC

8403 Colesville Rd Suite 1100 Silver Spring MD 20910

13F HOLDINGS REPORT 028-24046 N David Quinn 240-200-4984 \s\ David Quinn Silver Spring MD 05-15-2024 0 96 158896247 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 389082 3423 SH SOLE 0 0 3423 ABBVIE INC COM 00287Y109 274179 1506 SH SOLE 0 0 1506 AIR PRODS & CHEMS INC COM 009158106 274129 1132 SH SOLE 0 0 1132 ALPHABET INC CAP STK CL A 02079K305 1228923 8142 SH SOLE 0 0 8142 ALPHABET INC CAP STK CL C 02079K107 560478 3681 SH SOLE 0 0 3681 AMAZON COM INC COM 023135106 1301622 7216 SH SOLE 0 0 7216 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4312325 46018 SH SOLE 0 0 46018 AMERICAN CENTY ETF TR US EQT ETF 025072885 785900 8781 SH SOLE 0 0 8781 APPLE INC COM 037833100 4094217 23876 SH SOLE 0 0 23876 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2213197 5263 SH SOLE 0 0 5263 CITIGROUP INC COM NEW 172967424 716193 11325 SH SOLE 0 0 11325 COCA COLA CO COM 191216100 234036 3825 SH SOLE 0 0 3825 COSTCO WHSL CORP NEW COM 22160K105 425699 581 SH SOLE 0 0 581 DIMENSIONAL ETF TRUST 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