Five Pine Wealth Management Top Holdings and 13F Report (2026) About Five Pine Wealth ManagementInvestment ActivityFive Pine Wealth Management has $160.85 million in total holdings as of March 31, 2026.Five Pine Wealth Management owns shares of 47 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.29% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Five Pine Wealth Management has purchased 42 new stocks and bought additional shares in 25 stocks.Five Pine Wealth Management sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $23,820,430Vanguard FTSE All-World ex-US ETF $20,650,932Vanguard Growth ETF $14,160,840Vanguard Value ETF $12,430,880Vanguard S&P 500 ETF $10,588,144 Largest New Holdings this Quarter 45784N775 - INNOVATOR ETFS TRUST $408,957 Holding921932505 - Vanguard S&P 500 Growth ETF $322,714 Holding45784N742 - INNOVATOR ETFS TRUST $294,616 Holding921909768 - Vanguard Total International Stock ETF $261,362 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $237,200 Holding Largest Purchases this Quarter Vanguard Total World Bond ETF 16,424 shares (about $1.12M)Vanguard Total Bond Market ETF 12,990 shares (about $956.56K)Vanguard Intermediate-Term Bond ETF 10,220 shares (about $788.78K)Vanguard Intermediate-Term Treasury ETF 12,617 shares (about $750.64K)Vanguard Total World Stock ETF 4,407 shares (about $609.55K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 3,671 shares (about $336.43K)Vanguard FTSE All-World ex-US ETF 3,738 shares (about $280.55K)First Majestic Silver 8,400 shares (about $180.43K)First Trust Rising Dividend Achievers ETF 2,313 shares (about $157.93K)iShares Gold Trust 1,440 shares (about $126.95K) 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$23,820,430$956,555 â–²4.2%323,48114.8%ETFVEUVanguard FTSE All-World ex-US ETF$20,650,932$280,545 â–¼-1.3%275,15412.8%ETFVUGVanguard Growth ETF$14,160,840$108,762 â–¼-0.8%32,4208.8%ETFVTVVanguard Value ETF$12,430,880$116,601 â–¼-0.9%63,4337.7%ETFVOOVanguard S&P 500 ETF$10,588,144$268,304 â–²2.6%17,7196.6%ETFVGITVanguard Intermediate-Term Treasury ETF$10,162,594$750,641 â–²8.0%170,8166.3%ETFVBVanguard Small-Cap ETF$8,590,260$12,310 â–²0.1%32,7975.3%ETFVTIVanguard Total Stock Market ETF$5,927,685$83,733 â–²1.4%18,4773.7%ETFBNDXVanguard Total International Bond ETF$5,590,709$476,175 â–²9.3%116,3523.5%ETFBNDWVanguard Total World Bond ETF$5,338,570$1,122,586 â–²26.6%78,1063.3%ETFVOVanguard Mid-Cap ETF$5,284,273$8,902 â–²0.2%18,4013.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$4,930,396$157,933 â–¼-3.1%72,2083.1%ManufacturingBUFRFT Vest Laddered Buffer ETF$3,689,597$95,211 â–¼-2.5%109,3572.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,960,143$308,436 â–²11.6%37,3431.8%ETFIAUiShares Gold Trust$2,911,056$126,951 â–¼-4.2%33,0201.8%FinanceVXFVanguard Extended Market ETF$2,870,508$370,441 â–²14.8%13,9481.8%ETFVIGIVanguard International Dividend Appreciation ETF$2,085,454$21,496 â–²1.0%23,5751.3%ETFBIVVanguard Intermediate-Term Bond ETF$1,772,978$788,779 â–²80.1%22,9721.1%ETFBUFDFT Vest Laddered Deep Buffer ETF$1,717,793$157,219 â–²10.1%61,3501.1%ETFVNQVanguard Real Estate ETF$1,714,966$225,658 â–²15.2%19,3341.1%ETFVTVanguard Total World Stock ETF$1,651,897$609,555 â–²58.5%11,9431.0%ETFMEARiShares Short Maturity Municipal Bond Active ETF$1,606,486$51,397 â–²3.3%31,9131.0%ETFVGSHVanguard Short-Term Treasury ETF$1,450,220$583,530 â–²67.3%24,7730.9%ETFSCHMSchwab U.S. Mid-Cap ETF$1,009,343$7,214 â–¼-0.7%32,6020.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$818,477$336,427 â–¼-29.1%8,9310.5%ETFFIDELITY WISE ORIGIN BITCOIN$712,090$144,567 â–²25.5%12,0630.4%SHSCOSTCostco Wholesale$489,890$4,979 â–²1.0%4920.3%Retail/WholesaleINNOVATOR ETFS TRUST$408,957$408,957 â–²New Holding16,1070.3%EQUITY DEF PROTNESGVVanguard ESG U.S. Stock ETF$404,870$449 â–²0.1%3,6060.3%ETFYSEPFT Vest International Equity Buffer ETF - September$393,708$13,347 â–¼-3.3%15,0440.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$392,137$5,101 â–²1.3%4,2280.2%ETFAGFirst Majestic Silver$379,723$180,432 â–¼-32.2%17,6780.2%Basic MaterialsVOOGVanguard S&P 500 Growth ETF$322,714$322,714 â–²New Holding7920.2%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$321,555$20,038 â–²6.6%13,8970.2%ManufacturingSLViShares Silver Trust$313,103$40,203 â–¼-11.4%4,5950.2%ETFVSGXVanguard ESG International Stock ETF$299,809$1,793 â–²0.6%4,1800.2%ETFINNOVATOR ETFS TRUST$294,616$294,616 â–²New Holding10,6800.2%EQUITY DEFINED PDJULFT Vest U.S. Equity Deep Buffer ETF - July$273,4760.0%5,8510.2%ETFVXUSVanguard Total International Stock ETF$261,362$261,362 â–²New Holding3,3890.2%ETFBIBLInspire 100 ETF$259,609$1,650 â–¼-0.6%5,5060.2%ETFMSFTMicrosoft$245,832$36,653 â–¼-13.0%6640.2%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$237,200$237,200 â–²New Holding2,0000.1%ETFAVGOBroadcom$233,490$310 â–²0.1%7540.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$229,744$9,404 â–¼-3.9%4,2510.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$221,515$9,251 â–²4.4%2,2030.1%ETFVBKVanguard Small-Cap Growth ETF$218,322$605 â–¼-0.3%7220.1%ETFBRK.BBerkshire Hathaway$202,222$1,438 â–¼-0.7%4220.1%FinanceShowing 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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