Five Pine Wealth Management Portfolio Stock Holdings
Five Pine Wealth Management disclosed 47 stock positions valued at approximately $160.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $160.9M
Holdings by Sector
Five Pine Wealth Management Portfolio Holdings in Q1 2026
45 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 14.81% | 323,481 | +12,990 | +4.18% | $23,820,430 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 12.84% | 275,154 | -3,738 | -1.34% | $20,650,932 |
| VANGUARD INDEX FDS | VUG | Other | 8.80% | 32,420 | -249 | -0.76% | $14,160,840 |
| VANGUARD INDEX FDS | VTV | Other | 7.73% | 63,433 | -595 | -0.93% | $12,430,880 |
| VANGUARD INDEX FDS | VOO | Other | 6.58% | 17,719 | +449 | +2.60% | $10,588,144 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 6.32% | 170,816 | +12,617 | +7.98% | $10,162,594 |
| VANGUARD INDEX FDS | VB | Other | 5.34% | 32,797 | +47 | +0.14% | $8,590,260 |
| VANGUARD INDEX FDS | VTI | Other | 3.69% | 18,477 | +261 | +1.43% | $5,927,685 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.48% | 116,352 | +9,910 | +9.31% | $5,590,709 |
| VANGUARD SCOTTSDALE FDS | BNDW | Other | 3.32% | 78,106 | +16,424 | +26.63% | $5,338,570 |
| VANGUARD INDEX FDS | VO | Other | 3.29% | 18,401 | +31 | +0.17% | $5,284,273 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 3.07% | 72,208 | -2,313 | -3.10% | $4,930,396 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.29% | 109,357 | -2,822 | -2.52% | $3,689,597 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.84% | 37,343 | +3,891 | +11.63% | $2,960,143 |
| ISHARES GOLD TR | IAU | Other | 1.81% | 33,020 | -1,440 | -4.18% | $2,911,056 |
| VANGUARD INDEX FDS | VXF | Other | 1.78% | 13,948 | +1,800 | +14.82% | $2,870,508 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 1.30% | 23,575 | +243 | +1.04% | $2,085,454 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.10% | 22,972 | +10,220 | +80.14% | $1,772,978 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 1.07% | 61,350 | +5,615 | +10.07% | $1,717,793 |
| VANGUARD INDEX FDS | VNQ | Other | 1.07% | 19,334 | +2,544 | +15.15% | $1,714,966 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 1.03% | 11,943 | +4,407 | +58.48% | $1,651,897 |
| ISHARES U S ETF TR | MEAR | Other | 1.00% | 31,913 | +1,021 | +3.31% | $1,606,486 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.90% | 24,773 | +9,968 | +67.33% | $1,450,220 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.63% | 32,602 | -233 | -0.71% | $1,009,343 |
| SPDR SERIES TRUST | BIL | Other | 0.51% | 8,931 | -3,671 | -29.13% | $818,477 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.44% | 12,063 | +2,449 | +25.47% | $712,090 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.30% | 492 | +5 | +1.03% | $489,890 |
| VANGUARD WORLD FD | ESGV | Other | 0.25% | 3,606 | +4 | +0.11% | $404,870 |
| FIRST TR EXCHNG TRADED FD VI | YSEP | Other | 0.24% | 15,044 | -510 | -3.28% | $393,708 |
| ISHARES TR | USMV | Other | 0.24% | 4,228 | +55 | +1.32% | $392,137 |
| FIRST MAJESTIC SILVER CORP | AG | Basic Materials | 0.24% | 17,678 | -8,400 | -32.21% | $379,723 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.20% | 792 | +792 | +100.00% | $322,714 |
| ISHARES TR | SUSC | Other | 0.20% | 13,897 | +866 | +6.65% | $321,555 |
| ISHARES SILVER TR | SLV | Other | 0.19% | 4,595 | -590 | -11.38% | $313,103 |
| VANGUARD WORLD FD | VSGX | Other | 0.19% | 4,180 | +25 | +0.60% | $299,809 |
| FIRST TR EXCHNG TRADED FD VI | DJUL | Other | 0.17% | 5,851 | - | - | $273,476 |
| VANGUARD STAR FDS | VXUS | Other | 0.16% | 3,389 | +3,389 | +100.00% | $261,362 |
| NORTHERN LTS FD TR IV | BIBL | Other | 0.16% | 5,506 | -35 | -0.63% | $259,609 |
| MICROSOFT CORP | MSFT | Technology | 0.15% | 664 | -99 | -12.98% | $245,832 |
| ISHARES TR | IEI | Other | 0.15% | 2,000 | +2,000 | +100.00% | $237,200 |
| BROADCOM INC | AVGO | Technology | 0.15% | 754 | +1 | +0.13% | $233,490 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.14% | 4,251 | -174 | -3.93% | $229,744 |
| PIMCO ETF TR | MINT | Other | 0.14% | 2,203 | +92 | +4.36% | $221,515 |
| VANGUARD INDEX FDS | VBK | Other | 0.14% | 722 | -2 | -0.28% | $218,322 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.13% | 422 | -3 | -0.71% | $202,222 |