High Pines Wealth Management, LLC

DUXBURY, MA · CIK 1855571 · 13F filing filed 2023-08-08

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$184.0m
Staff5 · 2 in investment roles
Main clients (by assets)High net worth individuals 87%, Individuals 9%, Charities 5%
Form ADV · 2026-03-30SEC adviser record

$65.6m reported value +9.0% vs Q1 2023

31positions

86.6%in top 10

2 new 21 added 4 reduced 2 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	156,664	$11.1m16.89%	16.89%	Added +7.4k	+7,391 5.0%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	198,789	$9.2m13.99%	13.99%	Added +510	+510 0.3%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	22,185	$9.0m13.77%	13.77%	Added +951	+951 4.5%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	60,450	$8.6m13.09%	13.09%	Added +3.2k	+3,161 5.5%
5	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	61,426	$4.5m6.80%	6.80%	Added +494	+494 0.8%
6	VANGUARD INDEX FDS MID CAP ETF VO	VO	19,411	$4.3m6.51%	6.51%	Added +456	+456 2.4%
7	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	63,834	$3.2m4.88%	4.88%	Added +9.3k	+9,303 17.1%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	28,177	$2.8m4.28%	4.28%	Added +1.3k	+1,345 5.0%
9	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	35,634	$2.7m4.11%	4.11%	Added +3.4k	+3,447 10.7%
10	APPLE INC COM AAPL	AAPL	7,799	$1.5m2.31%	2.31%	Added +27	+27 0.3%
11	NVIDIA CORPORATION COM NVDA	NVDA	2,053	$868.5k1.32%	1.32%	Reduced -1	-1 -0.1%
12	TJX COS INC NEW COM TJX	TJX	9,646	$817.9k1.25%	1.25%	Reduced -1.1k	-1,077 -10.0%
13	MICROSOFT CORP COM MSFT	MSFT	2,228	$758.7k1.16%	1.16%	Reduced -1	-1 -0.0%
14	JPMORGAN CHASE & CO COM JPM	JPM	3,706	$539.0k0.82%	0.82%	Added +8	+8 0.2%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	3,975	$480.9k0.73%	0.73%	Added +165	+165 4.3%
16	AMAZON COM INC COM AMZN	AMZN	3,570	$465.4k0.71%	0.71%	Reduced -2	-2 -0.1%
17	META PLATFORMS INC CL A META	META	1,612	$462.6k0.70%	0.70%	Unchanged
18	ADOBE INC COM ADBE	ADBE	886	$433.2k0.66%	0.66%	Added +25	+25 2.9%
19	VISA INC COM CL A V	V	1,728	$410.4k0.63%	0.63%	Added +149	+149 9.4%
20	STARBUCKS CORP COM SBUX	SBUX	3,942	$390.5k0.59%	0.59%	Added +6	+6 0.1%
21	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,137	$388.8k0.59%	0.59%	Unchanged
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,082	$369.0k0.56%	0.56%	Added +3	+3 0.3%
23	JOHNSON & JOHNSON COM JNJ	JNJ	2,077	$343.8k0.52%	0.52%	Added +6	+6 0.3%
24	UNITEDHEALTH GROUP INC COM UNH	UNH	624	$299.9k0.46%	0.46%	Unchanged
25	ALLSTATE CORP COM ALL	ALL	2,621	$285.8k0.44%	0.44%	Added +5	+5 0.2%
26	AMGEN INC COM AMGN	AMGN	1,275	$283.1k0.43%	0.43%	Added +2	+2 0.2%
27	HOME DEPOT INC COM HD	HD	874	$271.5k0.41%	0.41%	Added +3	+3 0.3%
28	COSTAR GROUP INC COM CSGP	CSGP	2,636	$234.6k0.36%	0.36%	New
29	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,654	$228.9k0.35%	0.35%	Unchanged
30	DISNEY WALT CO COM DIS	DIS	2,519	$224.9k0.34%	0.34%	Added +8	+8 0.3%
31	TESLA INC COM TSLA	TSLA	843	$220.7k0.34%	0.34%	New

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
COMCAST CORP NEW CMCSA	CMCSA	19,839	$752.1k19.8k shares
CHASE CORP CCF	CCF	3,234	$338.7k3.2k shares