Five Pine Wealth Management

Five Pine Wealth Management as of March 31, 2026

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