Pineridge Advisors LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 11, 2025
Value $
$276M
Signature - Title
Kyle Jones - CCO
Location
St. Charles, MO
Summary
This page shows a list of all the recent 13F filings made by Pineridge Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pineridge Advisors LLC reported 561 stock holdings with total value $276M as of Q2 2025. Top holdings included XHLF, ITOT, SPY, SPEM, and IBTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 561 $276M +$10.3M -$3.34M +$6.95M XHLF, ITOT, SPY, SPEM, IBTI 13F-HR 8/11/2025, 04:46 PM
Q1 2025 509 $256M +$82.5M -$88.7M -$6.2M XHLF, ITOT, SPY, SPEM, IBTI 13F-HR 4/30/2025, 02:10 PM
Q4 2024 633 $265M +$54.8M -$43.8M +$10.9M ITOT, IEF, XFIV, SPY, SPEM 13F-HR 1/29/2025, 10:48 AM
Q3 2024 607 $264M +$73.8M -$114M -$39.8M ITOT, IEF, XFIV, SPEM, SPY 13F-HR 10/18/2024, 12:03 PM
Q2 2024 629 $293M +$124M -$121M +$3.22M XHLF, ITOT, SPY, SPEM, IEF 13F-HR 7/25/2024, 04:58 PM
Q1 2024 601 $284M +$15.8M -$40.1M -$24.3M XHLF, USMV, GLDM, SLV, SH 13F-HR 5/16/2024, 08:17 AM
Q4 2023 809 $302M $0 $0 XHLF, USMV, GLDM, SLV, SH 13F-HR 3/1/2024, 10:58 AM