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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 50.76% of Five Pine Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BNDW, BND, BIV, VGIT, VT, VGSH, BNDX, ZFEB, VXF, VOOG.
Started 5 new stock positions in ZMAR, VXUS, VOOG, ZFEB, IEI.
Reduced shares in these 10 stocks: BIL, VEU, AG, RDVY, IAU, VTV, VUG, BUFR, SLV, MSFT.
Five Pine Wealth Management was a net buyer of stock by $7.0M.
Five Pine Wealth Management has $161M in assets under management (AUM), dropping by 3.18%.
Central Index Key (CIK): 0002041807

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Portfolio Holdings for Five Pine Wealth Management

Five Pine Wealth Management holds 47 positions in its portfolio as reported in the March 2026 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	$24M	+4%	324k	73.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	12.8	$21M		275k	75.05	View chart
Vanguard Index Fds Growth Etf (VUG)	8.8	$14M		32k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	7.7	$12M		63k	195.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.6	$11M	+2%	18k	597.56	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.3	$10M	+7%	171k	59.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.3	$8.6M		33k	261.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.7	$5.9M		19k	320.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.5	$5.6M	+9%	116k	48.05	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	3.3	$5.3M	+26%	78k	68.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.3	$5.3M		18k	287.17	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.1	$4.9M	-3%	72k	68.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.3	$3.7M	-2%	109k	33.74	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$3.0M	+11%	37k	79.27	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$2.9M	-4%	33k	88.16	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.8	$2.9M	+14%	14k	205.80	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.3	$2.1M		24k	88.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.8M	+80%	23k	77.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.1	$1.7M	+10%	61k	28.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$1.7M	+15%	19k	88.70	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$1.7M	+58%	12k	138.32	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.0	$1.6M	+3%	32k	50.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$1.5M	+67%	25k	58.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.0M		33k	30.96	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$819k	-29%	8.9k	91.64	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$712k	+25%	12k	59.03	View chart
Costco Wholesale Corporation (COST)	0.3	$490k		492.00	995.71	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.3	$409k	NEW	16k	25.39	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$405k		3.6k	112.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.2	$394k	-3%	15k	26.17	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$392k		4.2k	92.75	View chart
First Majestic Silver Corp (AG)	0.2	$380k	-32%	18k	21.48	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$323k	NEW	792.00	407.47	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$322k	+6%	14k	23.14	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$313k	-11%	4.6k	68.14	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$300k		4.2k	71.72	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.2	$295k	NEW	11k	27.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.2	$274k		5.9k	46.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$261k	NEW	3.4k	77.12	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$260k		5.5k	47.15	View chart
Microsoft Corporation (MSFT)	0.2	$246k	-12%	664.00	370.23	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$237k	NEW	2.0k	118.60	View chart
Broadcom (AVGO)	0.1	$234k		754.00	309.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$230k	-3%	4.3k	54.04	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$222k	+4%	2.2k	100.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$218k		722.00	302.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$202k		422.00	479.20	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 2026 Q1 filed April 17, 2026
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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