Five Pine Wealth Management Top Holdings and 13F Report (2025) About Five Pine Wealth ManagementInvestment ActivityFive 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.Largest Holdings Vanguard Total Bond Market ETF $17,429,722Vanguard FTSE All-World ex-US ETF $13,710,848Vanguard Growth ETF $12,969,991Vanguard S&P 500 ETF $11,164,393Vanguard Value ETF $8,895,470 Sector AllocationMap of 500 Largest Holdings ofFive Pine Wealth Management Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$17,429,722242,38214.7%ETFVEUVanguard FTSE All-World ex-US ETF$13,710,848238,82311.6%ETFVUGVanguard Growth ETF$12,969,99131,60010.9%ETFVOOVanguard S&P 500 ETF$11,164,39320,7209.4%ETFVTVVanguard Value ETF$8,895,47052,5437.5%ETFVBVanguard Small-Cap ETF$7,126,10229,6576.0%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,925,84483,2914.2%ManufacturingVTIVanguard Total Stock Market ETF$4,142,43914,2943.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$4,102,66970,7363.5%ETFBUFRFT Vest Laddered Buffer ETF$3,748,255123,0153.2%ETFVOVanguard Mid-Cap ETF$3,739,67014,1583.2%ETFBNDWVanguard Total World Bond ETF$2,789,82540,9132.4%ETFBNDXVanguard Total International Bond ETF$2,672,89754,4932.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,140,81927,4431.8%ETFVXFVanguard Extended Market ETF$2,113,45711,1251.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,013,87422,0261.7%ETFIAUiShares Gold Trust$1,937,26339,1291.6%FinanceVIGIVanguard International Dividend Appreciation ETF$1,768,24722,1061.5%ETFBIVVanguard Intermediate-Term Bond ETF$1,244,54016,6541.0%ETFMEARiShares Short Maturity Municipal Bond Active ETF$1,026,44120,5490.9%ETFSCHMSchwab U.S. Mid-Cap ETF$1,017,73636,7280.9%ETFVGSHVanguard Short-Term Treasury Index ETF$943,35916,2140.8%ETFVNQVanguard Real Estate ETF$892,41710,0180.8%ETFBUFDFT Vest Laddered Deep Buffer ETF$792,44731,0520.7%ETFVTVanguard Total World Stock ETF$720,8276,1360.6%ETFSMMTSummit Therapeutics$530,81729,7460.4%MedicalCOSTCostco Wholesale$451,2794930.4%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$427,5614,8150.4%ETFESGVVanguard ESG US Stock ETF$399,0643,8050.3%ETFYSEPFT Vest International Equity Buffer ETF - September$386,99817,8340.3%ETFMSFTMicrosoft$364,5488650.3%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$268,2333,2880.2%SHSSUSCiShares ESG Aware USD Corporate Bond ETF$243,39110,7130.2%ManufacturingBIBLInspire 100 ETF$233,2205,9940.2%ETFVWOVanguard FTSE Emerging Markets ETF$230,5405,2350.2%ETFVSGXVanguard ESG International Stock ETF$223,1483,9360.2%ETFVBKVanguard Small-Cap Growth ETF$216,0437710.2%ETFDJULFT Vest U.S. Equity Deep Buffer ETF - July$212,3795,0590.2%ETFBRK.BBerkshire Hathaway$206,6964560.2%FinanceXBILUS Treasury 6 Month Bill ETF$200,8584,0140.2%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.