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Five Pine Wealth Management Top Holdings and 13F Report (2025)

About Five Pine Wealth Management

Investment Activity

  • Five Pine Wealth Management has $118.62 million in total holdings as of December 31, 2024.
  • Five Pine Wealth Management owns shares of 40 different stocks, but just 13 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofFive Pine Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$17,429,722242,38214.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$13,710,848238,82311.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$12,969,99131,60010.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,164,39320,7209.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,895,47052,5437.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,126,10229,6576.0%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$4,925,84483,2914.2%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,142,43914,2943.5%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$4,102,66970,7363.5%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$3,748,255123,0153.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,739,67014,1583.2%ETF
Vanguard Total World Bond ETF stock logo
BNDW
Vanguard Total World Bond ETF
$2,789,82540,9132.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$2,672,89754,4932.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,140,81927,4431.8%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$2,113,45711,1251.8%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$2,013,87422,0261.7%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,937,26339,1291.6%Finance
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$1,768,24722,1061.5%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$1,244,54016,6541.0%ETF
iShares Short Maturity Municipal Bond Active ETF stock logo
MEAR
iShares Short Maturity Municipal Bond Active ETF
$1,026,44120,5490.9%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,017,73636,7280.9%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$943,35916,2140.8%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$892,41710,0180.8%ETF
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$792,44731,0520.7%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$720,8276,1360.6%ETF
Summit Therapeutics Inc. stock logo
SMMT
Summit Therapeutics
$530,81729,7460.4%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$451,2794930.4%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$427,5614,8150.4%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$399,0643,8050.3%ETF
YSEP
FT Vest International Equity Buffer ETF - September
$386,99817,8340.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$364,5488650.3%Computer and Technology
FIDELITY WISE ORIGIN BITCOIN
$268,2333,2880.2%SHS
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$243,39110,7130.2%Manufacturing
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$233,2205,9940.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$230,5405,2350.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$223,1483,9360.2%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$216,0437710.2%ETF
DJUL
FT Vest U.S. Equity Deep Buffer ETF - July
$212,3795,0590.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$206,6964560.2%Finance
US Treasury 6 Month Bill ETF stock logo
XBIL
US Treasury 6 Month Bill ETF
$200,8584,0140.2%ETF

Showing largest 100 holdings. View all holdings.
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