Five Pine Wealth Management - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Five Pine Wealth Management held in its portfolio 41 assets valued at $155,895,384 (i.e. $155.90M).

The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($23.00M), VANGUARD INTL EQUITY INDEX F ($20.52M), and VANGUARD INDEX FDS ($15.94M).

The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Five Pine Wealth Management Portfolio

VANGUARD BD INDEX FDS

VANGUARD INTL EQUITY INDEX F

VANGUARD INDEX FDS

VANGUARD SCOTTSDALE FDS

VANGUARD INDEX FDS

FIRST TR EXCHNG TRADED FD VI

VANGUARD INDEX FDS

Five Pine Wealth Management - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD BD INDEX FDS	310491	22998055	TOTAL BND MRKT
VANGUARD INTL EQUITY INDEX F	278892	20515324	ALLWRLD EX US
VANGUARD INDEX FDS	32669	15937900	GROWTH ETF
VANGUARD INDEX FDS	64028	12228717	VALUE ETF
VANGUARD INDEX FDS	17270	10830830	S&P 500 ETF SHS
VANGUARD SCOTTSDALE FDS	158199	9480896	INTER TERM TREAS
VANGUARD INDEX FDS	32750	8447946	SMALL CP ETF
VANGUARD INDEX FDS	18216	6107162	TOTAL STK MKT
FIRST TR EXCHNG TRADED FD VI	167914	5417187	FT VEST LADDERED
VANGUARD INDEX FDS	18370	5331217	MID CAP ETF
FIRST TR EXCHANGE TRADED FD	74521	5177001	RISNG DIVD ACHIV
VANGUARD CHARLOTTE FDS	106442	5143264	TOTAL INT BD ETF
VANGUARD SCOTTSDALE FDS	61682	4240051	TOTAL WLD BD ETF
ISHARES GOLD TR	34460	2797137	ISHARES NEW
VANGUARD SCOTTSDALE FDS	33452	2667134	SHRT TRM CORP BD
VANGUARD INDEX FDS	12148	2540432	EXTEND MKT ETF
VANGUARD WHITEHALL FDS	23332	2133699	INTL DVD ETF
ISHARES U S ETF TR	30892	1554484	SHORT MATURITY M
VANGUARD INDEX FDS	16790	1485784	REAL ESTATE ETF
SPDR SERIES TRUST	12602	1151526	STATE STREET SPD
VANGUARD INTL EQUITY INDEX F	7536	1062959	TT WRLD ST ETF
VANGUARD BD INDEX FDS	12752	993108	INTERMED TERM
SCHWAB STRATEGIC TR	32835	987355	US MID-CAP ETF
VANGUARD SCOTTSDALE FDS	14805	869524	SHORT TERM TREAS
FIDELITY WISE ORIGIN BITCOIN	9614	732839	SHS
VANGUARD WORLD FD	3602	435676	ESG US STK ETF
FIRST MAJESTIC SILVER CORP	26078	434459	COM
COSTCO WHSL CORP NEW	487	419972	COM
FIRST TR EXCHNG TRADED FD VI	15554	404636	FT VEST INT EQ M
ISHARES TR	4173	392885	MSCI USA MIN VOL
MICROSOFT CORP	763	368815	COM
ISHARES SILVER TR	5185	334018	ISHARES
ISHARES TR	13031	304737	ESG AWRE USD ETF
VANGUARD WORLD FD	4155	297572	ESG INTL STK ETF
FIRST TR EXCHNG TRADED FD VI	5851	278332	FT VEST US EQT
BROADCOM INC	753	260533	COM
NORTHERN LTS FD TR IV	5541	250066	INSPIRE 100 ETF
VANGUARD INTL EQUITY INDEX F	4425	237868	FTSE EMR MKT ETF
VANGUARD INDEX FDS	724	218875	SML CP GRW ETF
BERKSHIRE HATHAWAY INC DEL	425	213626	CL B NEW
PIMCO ETF TR	2111	211783	ENHAN SHRT MA AC