Five Pine Wealth Management Top Holdings and 13F Report (2025) About Five Pine Wealth ManagementInvestment ActivityFive Pine Wealth Management has $147.92 million in total holdings as of September 30, 2025.Five Pine Wealth Management owns shares of 42 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.82% of the portfolio was purchased this quarter.About 1.76% of the portfolio was sold this quarter.This quarter, Five Pine Wealth Management has purchased 40 new stocks and bought additional shares in 20 stocks.Five Pine Wealth Management sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $21,990,670Vanguard FTSE All-World ex-US ETF $19,050,234Vanguard Growth ETF $15,967,467Vanguard Value ETF $11,795,350Vanguard S&P 500 ETF $10,622,403 Largest New Holdings this Quarter 11135F101 - Broadcom $247,881 Holding46428Q109 - iShares Silver Trust $204,012 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 40,672 shares (about $2.44M)Vanguard Total Bond Market ETF 30,117 shares (about $2.24M)Vanguard Total International Bond ETF 28,260 shares (about $1.40M)Vanguard FTSE All-World ex-US ETF 6,751 shares (about $481.78K)FT Vest Laddered Deep Buffer ETF 10,832 shares (about $299.39K) Largest Sales this Quarter Vanguard Growth ETF 2,022 shares (about $969.56K)First Trust Rising Dividend Achievers ETF 7,849 shares (about $527.30K)Vanguard Intermediate-Term Bond ETF 4,445 shares (about $335.89K)SPDR Bloomberg 1-3 Month T-Bill ETF 2,696 shares (about $247.36K)Vanguard Total World Bond ETF 1,914 shares (about $133.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFive Pine Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$21,990,670$2,239,799 ▲11.3%295,69314.9%ETFVEUVanguard FTSE All-World ex-US ETF$19,050,234$481,779 ▲2.6%266,94412.9%ETFVUGVanguard Growth ETF$15,967,467$969,556 ▼-5.7%33,30010.8%ETFVTVVanguard Value ETF$11,795,350$162,620 ▲1.4%63,2498.0%ETFVOOVanguard S&P 500 ETF$10,622,403$45,937 ▼-0.4%17,3437.2%ETFVBVanguard Small-Cap ETF$8,218,540$56,152 ▲0.7%32,3465.6%ETFVGITVanguard Intermediate-Term Treasury ETF$8,124,080$2,444,243 ▲43.0%135,1845.5%ETFVTIVanguard Total Stock Market ETF$5,423,894$105,341 ▲2.0%16,5283.7%ETFVOVanguard Mid-Cap ETF$5,149,454$217,657 ▲4.4%17,5313.5%ETFRDVYFirst Trust Rising Dividend Achievers ETF$5,104,800$527,302 ▼-9.4%75,9863.5%ManufacturingBNDXVanguard Total International Bond ETF$4,325,161$1,397,734 ▲47.7%87,4482.9%ETFBUFRFT Vest Laddered Buffer ETF$3,874,089$14,304 ▲0.4%115,9212.6%ETFBNDWVanguard Total World Bond ETF$3,797,453$133,337 ▼-3.4%54,5112.6%ETFVXFVanguard Extended Market ETF$2,530,898$66,570 ▼-2.6%12,0901.7%ETFIAUiShares Gold Trust$2,530,289$48,247 ▲1.9%34,7711.7%FinanceVCSHVanguard Short-Term Corporate Bond ETF$2,452,244$38,446 ▲1.6%30,6801.7%ETFVIGIVanguard International Dividend Appreciation ETF$2,045,342$73,896 ▲3.7%22,8351.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,949,350$247,362 ▼-11.3%21,2461.3%ETFMEARiShares Short Maturity Municipal Bond Active ETF$1,345,113$72,986 ▲5.7%26,6310.9%ETFVNQVanguard Real Estate ETF$1,202,191$170,958 ▲16.6%13,1500.8%ETFBUFDFT Vest Laddered Deep Buffer ETF$1,146,694$299,395 ▲35.3%41,4870.8%ETFVTVanguard Total World Stock ETF$1,031,756$43,822 ▼-4.1%7,4870.7%ETFSCHMSchwab U.S. Mid-Cap ETF$970,767$11,708 ▼-1.2%32,7520.7%ETFBIVVanguard Intermediate-Term Bond ETF$896,670$335,892 ▼-27.3%11,8660.6%ETFVGSHVanguard Short-Term Treasury ETF$794,090$60,735 ▼-7.1%13,4930.5%ETFFIDELITY WISE ORIGIN BITCOIN$727,218$262,401 ▲56.5%7,2860.5%SHSCOSTCostco Wholesale$450,1590.0%4860.3%Retail/WholesaleESGVVanguard ESG U.S. Stock ETF$425,565$15,398 ▼-3.5%3,5930.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$399,712$3,901 ▼-1.0%4,2010.3%ETFYSEPFT Vest International Equity Buffer ETF - September$396,627$21,930 ▼-5.2%15,5540.3%ETFMSFTMicrosoft$395,802$18,650 ▼-4.5%7640.3%Computer and TechnologyAGFirst Majestic Silver$329,102$62,679 ▼-16.0%26,7780.2%Basic MaterialsSUSCiShares ESG Aware USD Corporate Bond ETF$306,071$5,560 ▲1.9%12,9910.2%ManufacturingVSGXVanguard ESG International Stock ETF$286,906$8,532 ▼-2.9%4,1360.2%ETFDJULFT Vest U.S. Equity Deep Buffer ETF - July$274,146$53,652 ▲24.3%5,8710.2%ETFAVGOBroadcom$247,881$247,881 ▲New Holding7510.2%Computer and TechnologyBIBLInspire 100 ETF$245,706$711 ▲0.3%5,5300.2%ETFVWOVanguard FTSE Emerging Markets ETF$245,495$25,844 ▼-9.5%4,5310.2%ETFBRK.BBerkshire Hathaway$229,2490.0%4560.2%FinanceVBKVanguard Small-Cap Growth ETF$215,933$4,759 ▼-2.2%7260.1%ETFSLViShares Silver Trust$204,012$204,012 ▲New Holding4,8150.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$202,889$7,705 ▲3.9%2,2120.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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