Five Pine Wealth Management 13F holdings

Filed 2026-08-13 · Five Pine Wealth Management · 51 positions · $176.7M

Ticker	Company	Shares	Value	% of portfolio
BND	VANGUARD BD INDEX FDS	333.2K	$24.5M	13.8%
VEU	VANGUARD INTL EQUITY INDEX F	276.9K	$23.2M	13.1%
VUG	VANGUARD INDEX FDS	190.1K	$16.4M	9.3%
VTV	VANGUARD INDEX FDS	62.2K	$13.5M	7.7%
VOO	VANGUARD INDEX FDS	18.0K	$12.4M	7.0%
VGIT	VANGUARD SCOTTSDALE FDS	185.3K	$10.9M	6.2%
VB	VANGUARD INDEX FDS	32.0K	$9.7M	5.5%
VTI	VANGUARD INDEX FDS	18.7K	$6.9M	3.9%
BNDX	VANGUARD CHARLOTTE FDS	123.2K	$6.0M	3.4%
VO	VANGUARD INDEX FDS	73.5K	$5.9M	3.3%
RDVY	FIRST TR EXCHANGE TRADED FD	73.0K	$5.9M	3.3%
BNDW	VANGUARD SCOTTSDALE FDS	80.9K	$5.5M	3.1%
BUFR	FIRST TR EXCHNG TRADED FD VI	104.8K	$3.8M	2.2%
VXF	VANGUARD INDEX FDS	14.9K	$3.7M	2.1%
VCSH	VANGUARD SCOTTSDALE FDS	36.7K	$2.9M	1.6%
IAU	ISHARES GOLD TR	33.5K	$2.5M	1.4%
BUFD	FIRST TR EXCHNG TRADED FD VI	81.5K	$2.4M	1.4%
VIGI	VANGUARD WHITEHALL FDS	23.5K	$2.2M	1.2%
VNQ	VANGUARD INDEX FDS	20.6K	$2.0M	1.1%
VT	VANGUARD INTL EQUITY INDEX F	11.8K	$1.9M	1.0%
BIV	VANGUARD BD INDEX FDS	22.7K	$1.7M	1.0%
VGSH	VANGUARD SCOTTSDALE FDS	27.5K	$1.6M	0.9%
MEAR	ISHARES U S ETF TR	27.2K	$1.4M	0.8%
SCHM	SCHWAB STRATEGIC TR	30.4K	$1.1M	0.6%
FBTC	FIDELITY WISE ORIGIN BITCOIN	14.0K	$713,893	0.4%
MINT	PIMCO ETF TR	5.1K	$512,855	0.3%
BIL	SPDR SERIES TRUST	5.6K	$510,567	0.3%
ESGV	VANGUARD WORLD FD	3.6K	$477,243	0.3%
COST	COSTCO WHOLESALE CORPORATION	492	$460,566	0.3%
USMV	ISHARES TR	4.2K	$401,069	0.2%
YSEP	FIRST TR EXCHNG TRADED FD VI	14.2K	$390,159	0.2%
ZFEB	INNOVATOR ETFS TRUST	14.9K	$387,358	0.2%
VOOG	VANGUARD ADMIRAL FDS INC	4.1K	$340,484	0.2%
SUSC	ISHARES TR	14.2K	$328,921	0.2%
VSGX	VANGUARD WORLD FD	3.9K	$317,978	0.2%
BIBL	NORTHERN LTS FD TR IV	5.4K	$311,339	0.2%
AVGO	BROADCOM INC	756	$285,462	0.2%
VXUS	VANGUARD STAR FDS	3.3K	$280,311	0.2%
DJUL	FIRST TR EXCHNG TRADED FD VI	5.5K	$276,149	0.2%
VWO	VANGUARD INTL EQUITY INDEX F	4.3K	$254,019	0.1%
ACYN	FIRST TR EXCHANGE-TRADED FD	12.1K	$251,654	0.1%
ZAPR	INNOVATOR ETFS TRUST	9.3K	$249,084	0.1%
ZMAR	INNOVATOR ETFS TRUST	8.3K	$235,087	0.1%
VBK	VANGUARD INDEX FDS	638	$233,422	0.1%
MU	MICRON TECHNOLOGY INC	202	$232,748	0.1%
IEI	ISHARES TR	1.9K	$225,337	0.1%
SLV	ISHARES SILVER TR	4.2K	$224,841	0.1%
ROBT	FIRST TR EXCHANGE TRADED FD	3.7K	$207,931	0.1%
VYMI	VANGUARD WHITEHALL FDS	2.1K	$207,292	0.1%
IVV	ISHARES TR	274	$205,520	0.1%
MSFT	MICROSOFT CORP	545	$203,434	0.1%

Ticker

Company

Value

% of portfolio

BND

VANGUARD BD INDEX FDS

333.2K

$24.5M

13.8%

VEU

VANGUARD INTL EQUITY INDEX F

276.9K

$23.2M

13.1%

VUG

VANGUARD INDEX FDS

190.1K

$16.4M

9.3%

VTV

VANGUARD INDEX FDS

62.2K

$13.5M

7.7%

VOO

VANGUARD INDEX FDS

18.0K

$12.4M

7.0%

VGIT

VANGUARD SCOTTSDALE FDS

185.3K

$10.9M

6.2%

VANGUARD INDEX FDS

32.0K

$9.7M

5.5%

VTI

VANGUARD INDEX FDS

18.7K

$6.9M

3.9%

BNDX

VANGUARD CHARLOTTE FDS

123.2K

$6.0M

3.4%

VANGUARD INDEX FDS

73.5K

$5.9M

3.3%

RDVY

FIRST TR EXCHANGE TRADED FD

73.0K

$5.9M

3.3%

BNDW

VANGUARD SCOTTSDALE FDS

80.9K

$5.5M

3.1%

BUFR

FIRST TR EXCHNG TRADED FD VI

104.8K

$3.8M

2.2%

VXF

VANGUARD INDEX FDS

14.9K

$3.7M

2.1%

VCSH

VANGUARD SCOTTSDALE FDS

36.7K

$2.9M

1.6%

IAU

ISHARES GOLD TR

33.5K

$2.5M

1.4%

BUFD

FIRST TR EXCHNG TRADED FD VI

81.5K

$2.4M

1.4%

VIGI

VANGUARD WHITEHALL FDS

23.5K

$2.2M

1.2%

VNQ

VANGUARD INDEX FDS

20.6K

$2.0M

1.1%

VANGUARD INTL EQUITY INDEX F

11.8K

$1.9M

1.0%

BIV

VANGUARD BD INDEX FDS

22.7K

$1.7M

1.0%

VGSH

VANGUARD SCOTTSDALE FDS

27.5K

$1.6M

0.9%

MEAR

ISHARES U S ETF TR

27.2K

$1.4M

0.8%

SCHM

SCHWAB STRATEGIC TR

30.4K

$1.1M

0.6%

FBTC

FIDELITY WISE ORIGIN BITCOIN

14.0K

$713,893

0.4%

MINT

PIMCO ETF TR

5.1K

$512,855

0.3%

BIL

SPDR SERIES TRUST

5.6K

$510,567

0.3%

ESGV

VANGUARD WORLD FD

3.6K

$477,243

0.3%

COST

COSTCO WHOLESALE CORPORATION

492

$460,566

0.3%

USMV

ISHARES TR

4.2K

$401,069

0.2%

YSEP

FIRST TR EXCHNG TRADED FD VI

14.2K

$390,159

0.2%

ZFEB

INNOVATOR ETFS TRUST

14.9K

$387,358

0.2%

VOOG

VANGUARD ADMIRAL FDS INC

4.1K

$340,484

0.2%

SUSC

ISHARES TR

14.2K

$328,921

0.2%

VSGX

VANGUARD WORLD FD

3.9K

$317,978

0.2%

BIBL

NORTHERN LTS FD TR IV

5.4K

$311,339

0.2%

AVGO

BROADCOM INC

756

$285,462

0.2%

VXUS

VANGUARD STAR FDS

3.3K

$280,311

0.2%

DJUL

FIRST TR EXCHNG TRADED FD VI

5.5K

$276,149

0.2%

VWO

VANGUARD INTL EQUITY INDEX F

4.3K

$254,019

0.1%

ACYN

FIRST TR EXCHANGE-TRADED FD

12.1K

$251,654

0.1%

ZAPR

INNOVATOR ETFS TRUST

9.3K

$249,084

0.1%

ZMAR

INNOVATOR ETFS TRUST

8.3K

$235,087

0.1%

VBK

VANGUARD INDEX FDS

638

$233,422

0.1%

MICRON TECHNOLOGY INC

202

$232,748

0.1%

IEI

ISHARES TR

1.9K

$225,337

0.1%

SLV

ISHARES SILVER TR

4.2K

$224,841

0.1%

ROBT

FIRST TR EXCHANGE TRADED FD

3.7K

$207,931

0.1%

VYMI

VANGUARD WHITEHALL FDS

2.1K

$207,292

0.1%

IVV

ISHARES TR

274

$205,520

0.1%

MSFT

MICROSOFT CORP

545

$203,434

0.1%

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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