Pinkerton Wealth, LLC has filed its latest 13F-HR report, revealing a total value of $641,885,085 in its investment holdings as of September 30, 2026. This filing is significant as it gives insight into the firm's investment strategies and asset allocations, which can impact the broader financial services industry.

Company Overview

Pinkerton Wealth, LLC, incorporated in Idaho, operates in the financial services sector. The firm specializes in wealth management, providing investment advisory services to its clients. The company has undergone a name change in the past, previously known as Pinkerton Retirement Specialists, LLC, since December 5, 2011. The firm is registered under the CIK 0001536446 and has been active in filing various forms with the SEC.

What the Filing Says

The recent filing, accession number 0001104659-26-120042, indicates that Pinkerton Wealth holds a diverse range of investments. The report includes a total of 138 different securities, showcasing the firm’s broad investment strategy. Notable holdings include:

"3M CO: 3,035 shares valued at $498,274"

"ABBOTT LABORATORIES: 58,548 shares valued at $5,786,280"

"APPLE INC: 28,777 shares valued at $9,583,231"

These figures illustrate Pinkerton's focus on established companies across various sectors, including technology, healthcare, and consumer goods.

Impact

This filing may influence various stakeholders, including investors, analysts, and competitors within the wealth management industry. The disclosed holdings provide a glimpse into Pinkerton's investment philosophy, which could inform other firms' strategies as they assess market trends and client demands.

What's Next

The filing does not specify any immediate next steps for Pinkerton Wealth, LLC. However, investors and industry analysts will likely monitor future filings to gauge how the firm adjusts its portfolio in response to market conditions.