Institutions / Five Pine Wealth Management

Five Pine Wealth Management

CIK 2041807 · Institution · as of Dec 31, 2025

Portfolio value

$155.90M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 42 →

Company	Class	Value	Shares	% of portfolio
Vanguard Bd Index Fds	—	$23.00M	310,491	14.8%
Vanguard Intl Equity Index F	—	$20.52M	278,892	13.2%
Vanguard Index Fds	—	$15.94M	32,669	10.2%
Vanguard Index Fds	—	$12.23M	64,028	7.8%
Vanguard Index Fds	—	$10.83M	17,270	6.9%
Vanguard Scottsdale Fds	—	$9.48M	158,199	6.1%
Vanguard Index Fds	—	$8.45M	32,750	5.4%
Vanguard Index Fds	—	$6.11M	18,216	3.9%
Vanguard Index Fds	—	$5.33M	18,370	3.4%
First Tr Exchange Traded Fd	—	$5.18M	74,521	3.3%
Vanguard Charlotte Fds	—	$5.14M	106,442	3.3%
Vanguard Scottsdale Fds	—	$4.24M	61,682	2.7%
First Tr Exchng Traded Fd VI	—	$3.84M	112,179	2.5%
iShares Gold Tr	—	$2.80M	34,460	1.8%
Vanguard Scottsdale Fds	—	$2.67M	33,452	1.7%
Vanguard Index Fds	—	$2.54M	12,148	1.6%
Vanguard Whitehall Fds	—	$2.13M	23,332	1.4%
First Tr Exchng Traded Fd VI	—	$1.57M	55,735	1.0%
iShares U S ETF Tr	—	$1.55M	30,892	1.0%
Vanguard Index Fds	—	$1.49M	16,790	1.0%
SPDR Series Trust	—	$1.15M	12,602	0.7%
Vanguard Intl Equity Index F	—	$1.06M	7,536	0.7%
Vanguard Bd Index Fds	—	$993.1K	12,752	0.6%
Schwab Strategic Tr	—	$987.4K	32,835	0.6%
Vanguard Scottsdale Fds	—	$869.5K	14,805	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.