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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 53.69% of Five Pine Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGIT, BND, BNDX, VEU, BUFD, FBTC, AVGO, VO, SLV, VNQ.
Started 2 new stock positions in SLV, AVGO.
Reduced shares in these 10 stocks: VUG, RDVY, BIV, BIL, BNDW, VXF, AG, VGSH, VOO, VT.
Five Pine Wealth Management was a net buyer of stock by $6.0M.
Five Pine Wealth Management has $148M in assets under management (AUM), dropping by 9.48%.
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 September 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)	14.9	$22M	+11%	296k	74.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	12.9	$19M	+2%	267k	71.36	View chart
Vanguard Index Fds Growth Etf (VUG)	10.8	$16M	-5%	33k	479.50	View chart
Vanguard Index Fds Value Etf (VTV)	8.0	$12M		63k	186.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.2	$11M		17k	612.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.6	$8.2M		32k	254.08	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.5	$8.1M	+43%	135k	60.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.7	$5.4M		17k	328.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$5.1M	+4%	18k	293.73	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.5	$5.1M	-9%	76k	67.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.9	$4.3M	+47%	87k	49.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.6	$3.9M		116k	33.42	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	2.6	$3.8M	-3%	55k	69.66	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.7	$2.5M	-2%	12k	209.34	View chart
Ishares Gold Tr Ishares New (IAU)	1.7	$2.5M		35k	72.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$2.5M		31k	79.93	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.4	$2.0M	+3%	23k	89.57	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.3	$1.9M	-11%	21k	91.75	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.9	$1.3M	+5%	27k	50.51	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.2M	+16%	13k	91.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.8	$1.1M	+35%	42k	27.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$1.0M	-4%	7.5k	137.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$971k		33k	29.64	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$897k	-27%	12k	75.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$794k	-7%	14k	58.85	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$727k	+56%	7.3k	99.81	View chart
Costco Wholesale Corporation (COST)	0.3	$450k		486.00	926.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$426k	-3%	3.6k	118.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$400k		4.2k	95.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.3	$397k	-5%	16k	25.50	View chart
Microsoft Corporation (MSFT)	0.3	$396k	-4%	764.00	518.07	View chart
First Majestic Silver Corp (AG)	0.2	$329k	-15%	27k	12.29	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$306k		13k	23.56	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$287k	-2%	4.1k	69.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.2	$274k	+24%	5.9k	46.69	View chart
Broadcom (AVGO)	0.2	$248k	NEW	751.00	330.07	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$246k		5.5k	44.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$246k	-9%	4.5k	54.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$229k		456.00	502.74	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$216k	-2%	726.00	297.43	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$204k	NEW	4.8k	42.37	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$203k	+3%	2.2k	91.72	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 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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