Five Pine Wealth Management

Five Pine Wealth Management as of Dec. 31, 2025

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