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Five Pine Wealth Management

Latest statistics and disclosures from Five Pine Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BND, VEU, VUG, VTV, VOO, and represent 52.93% of Five Pine Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT, BND, BNDX, VEU, VTI, BNDW, BUFD, VNQ, VO, VCSH.
Reduced shares in these 10 stocks: BIL, VUG, BUFR, RDVY, VOO, IAU, BRK.B, AG, MINT, VWO.
Five Pine Wealth Management was a net buyer of stock by $6.0M.
Five Pine Wealth Management has $156M in assets under management (AUM), dropping by 5.39%.
Central Index Key (CIK): 0002041807

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Portfolio Holdings for Five Pine Wealth Management

Five Pine Wealth Management holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	14.8	$23M	+5%	311k	74.07	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	13.2	$21M	+4%	279k	73.56	View chart
Vanguard Index Fds Growth Etf (VUG)	10.2	$16M		33k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	7.8	$12M		64k	190.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.9	$11M		17k	627.15	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.1	$9.5M	+17%	158k	59.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.4	$8.4M		33k	257.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$6.1M	+10%	18k	335.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.4	$5.3M	+4%	18k	290.21	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.3	$5.2M		75k	69.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.3	$5.1M	+21%	106k	48.32	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	2.7	$4.2M	+13%	62k	68.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.5	$3.8M	-3%	112k	34.26	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$2.8M		35k	81.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$2.7M	+9%	34k	79.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.6	$2.5M		12k	209.12	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.4	$2.1M	+2%	23k	91.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.0	$1.6M	+34%	56k	28.24	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.0	$1.6M	+16%	31k	50.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$1.5M	+27%	17k	88.49	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$1.2M	-40%	13k	91.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$1.1M		7.5k	141.05	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$993k	+7%	13k	77.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$987k		33k	30.07	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$870k	+9%	15k	58.73	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$733k	+31%	9.6k	76.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$436k		3.6k	120.95	View chart
First Majestic Silver Corp (AG)	0.3	$435k	-2%	26k	16.66	View chart
Costco Wholesale Corporation (COST)	0.3	$420k		487.00	862.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.3	$405k		16k	26.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$393k		4.2k	94.15	View chart
Microsoft Corporation (MSFT)	0.2	$369k		763.00	483.37	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$334k	+7%	5.2k	64.42	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$305k		13k	23.39	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$298k		4.2k	71.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.2	$278k		5.9k	47.57	View chart
Broadcom (AVGO)	0.2	$261k		753.00	345.99	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$250k		5.5k	45.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$238k	-2%	4.4k	53.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$219k		724.00	302.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$214k	-6%	425.00	502.65	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$212k	-4%	2.1k	100.32	View chart

Past Filings by Five Pine Wealth Management

SEC 13F filings are viewable for Five Pine Wealth Management going back to 2024

Five Pine Wealth Management 2025 Q4 filed Jan. 21, 2026
Five Pine Wealth Management 2025 Q3 filed Oct. 10, 2025
Five Pine Wealth Management 2025 Q2 filed July 15, 2025
Five Pine Wealth Management 2025 Q1 filed April 21, 2025
Five Pine Wealth Management 2024 Q4 filed Jan. 24, 2025

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