Five Pine Wealth Management

Five Pine Wealth Management as of June 30, 2026

Portfolio Holdings for Five Pine Wealth Management

Five Pine Wealth Management holds 51 positions in its portfolio as reported in the June 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) 13.8 $25M 333k 73.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 13.1 $23M 277k 83.75
Vanguard Index Fds Growth Etf (VUG) 9.3 $16M 190k 86.14
Vanguard Index Fds Value Etf (VTV) 7.7 $14M 62k 217.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $12M 18k 686.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.2 $11M 185k 58.98
Vanguard Index Fds Small Cp Etf (VB) 5.5 $9.7M 32k 303.12
Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $6.9M 19k 370.03
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.4 $6.0M 123k 48.43
Vanguard Index Fds Mid Cap Etf (VO) 3.3 $5.9M 74k 80.57
First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.3 $5.9M 73k 81.06
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 3.1 $5.5M 81k 68.53
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 2.2 $3.8M 105k 36.53
Vanguard Index Fds Extend Mkt Etf (VXF) 2.1 $3.7M 15k 246.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $2.9M 37k 79.03
Ishares Gold Tr Ishares New (IAU) 1.4 $2.5M 34k 75.51
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 1.4 $2.4M 82k 29.72
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.2 $2.2M 24k 93.38
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $2.0M 21k 96.43
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $1.9M 12k 156.94
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.7M 23k 76.70
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $1.6M 28k 58.20
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR) 0.8 $1.4M 27k 50.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.1M 30k 36.87
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $714k 14k 51.05
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $513k 5.1k 100.82
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.3 $511k 5.6k 91.65
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $477k 3.6k 132.24
Costco Wholesale Corporation (COST) 0.3 $461k 492.00 936.11
Ishares Tr Msci Usa Min Etf (USMV) 0.2 $401k 4.2k 96.46
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP) 0.2 $390k 14k 27.54
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.2 $387k 15k 25.98
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $341k 4.1k 82.62
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $329k 14k 23.15
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $318k 3.9k 82.34
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $311k 5.4k 57.88
Broadcom (AVGO) 0.2 $286k 756.00 377.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $280k 3.3k 85.49
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.2 $276k 5.5k 50.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $254k 4.3k 59.68
First Tr Exchange-traded Vest Laddered (ACYN) 0.1 $252k 12k 20.79
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR) 0.1 $249k 9.4k 26.64
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR) 0.1 $235k 8.3k 28.21
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $233k 638.00 365.87
Micron Technology (MU) 0.1 $233k 202.00 1152.22
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $225k 1.9k 117.42
Ishares Silver Tr Ishares (SLV) 0.1 $225k 4.2k 53.47
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.1 $208k 3.7k 56.26
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $207k 2.1k 98.20
Ishares Tr Core S&p500 Etf (IVV) 0.1 $206k 274.00 750.07
Microsoft Corporation (MSFT) 0.1 $203k 545.00 373.27