Five Pine Wealth Management Top Holdings and 13F Report (2025) About Five Pine Wealth ManagementInvestment ActivityFive Pine Wealth Management has $122.82 million in total holdings as of March 31, 2025.Five Pine Wealth Management owns shares of 38 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.67% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Five Pine Wealth Management has purchased 40 new stocks and bought additional shares in 21 stocks.Five Pine Wealth Management sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $18,811,018Vanguard FTSE All-World ex-US ETF $15,136,116Vanguard Growth ETF $12,923,290Vanguard Value ETF $10,374,729Vanguard S&P 500 ETF $8,806,492 Largest Purchases this Quarter Vanguard Value ETF 7,517 shares (about $1.30M)Vanguard Growth ETF 3,251 shares (about $1.21M)Vanguard Total Bond Market ETF 13,724 shares (about $1.01M)Vanguard Total World Bond ETF 10,806 shares (about $743.56K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 7,592 shares (about $696.40K) Largest Sales this Quarter Vanguard S&P 500 ETF 3,584 shares (about $1.84M)Summit Therapeutics 16,158 shares (about $311.69K)iShares Gold Trust 2,114 shares (about $124.64K)Schwab U.S. Mid-Cap ETF 3,307 shares (about $86.64K)FT Vest International Equity Buffer ETF - September 2,770 shares (about $62.96K) 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$18,811,018$1,008,030 ▲5.7%256,10615.3%ETFVEUVanguard FTSE All-World ex-US ETF$15,136,116$649,122 ▲4.5%249,52412.3%ETFVUGVanguard Growth ETF$12,923,290$1,205,521 ▲10.3%34,85110.5%ETFVTVVanguard Value ETF$10,374,729$1,298,482 ▲14.3%60,0608.4%ETFVOOVanguard S&P 500 ETF$8,806,492$1,841,881 ▼-17.3%17,1367.2%ETFVBVanguard Small-Cap ETF$6,909,464$333,066 ▲5.1%31,1595.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,862,082$13,757 ▼-0.3%83,0564.0%ManufacturingVGITVanguard Intermediate-Term Treasury Index ETF$4,850,349$648,646 ▲15.4%81,6563.9%ETFVTIVanguard Total Stock Market ETF$4,263,649$335,034 ▲8.5%15,5133.5%ETFVOVanguard Mid-Cap ETF$4,072,868$411,218 ▲11.2%15,7483.3%ETFBUFRFT Vest Laddered Buffer ETF$3,759,251$106,943 ▲2.9%126,6173.1%ETFBNDWVanguard Total World Bond ETF$3,558,766$743,557 ▲26.4%51,7192.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,716,816$696,403 ▲34.5%29,6182.2%ETFBNDXVanguard Total International Bond ETF$2,648,599$11,766 ▼-0.4%54,2522.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,427,957$261,607 ▲12.1%30,7572.0%ETFIAUiShares Gold Trust$2,182,429$124,643 ▼-5.4%37,0151.8%FinanceVXFVanguard Extended Market ETF$1,927,920$11,541 ▲0.6%11,1921.6%ETFVIGIVanguard International Dividend Appreciation ETF$1,830,554$2,903 ▼-0.2%22,0711.5%ETFBIVVanguard Intermediate-Term Bond ETF$1,237,856$37,367 ▼-2.9%16,1661.0%ETFMEARiShares Short Maturity Municipal Bond Active ETF$1,113,800$81,438 ▲7.9%22,1700.9%ETFVGSHVanguard Short-Term Treasury Index ETF$1,102,957$151,361 ▲15.9%18,7930.9%ETFVNQVanguard Real Estate ETF$935,678$28,612 ▲3.2%10,3340.8%ETFSCHMSchwab U.S. Mid-Cap ETF$875,621$86,642 ▼-9.0%33,4210.7%ETFVTVanguard Total World Stock ETF$805,686$94,261 ▲13.2%6,9490.7%ETFBUFDFT Vest Laddered Deep Buffer ETF$748,001$26,746 ▼-3.5%29,9800.6%ETFCOSTCostco Wholesale$458,762$7,567 ▼-1.6%4850.4%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$436,967$14,050 ▼-3.1%4,6650.4%ETFESGVVanguard ESG US Stock ETF$363,819$8,914 ▼-2.4%3,7140.3%ETFYSEPFT Vest International Equity Buffer ETF - September$342,405$62,962 ▼-15.5%15,0640.3%ETFMSFTMicrosoft$312,018$12,766 ▼-3.9%8310.3%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$305,908$69,243 ▲29.3%4,2500.2%SHSSUSCiShares ESG Aware USD Corporate Bond ETF$289,306$42,268 ▲17.1%12,5460.2%ManufacturingSMMTSummit Therapeutics$262,113$311,688 ▼-54.3%13,5880.2%MedicalVSGXVanguard ESG International Stock ETF$248,749$16,630 ▲7.2%4,2180.2%ETFBRK.BBerkshire Hathaway$242,8560.0%4560.2%FinanceVWOVanguard FTSE Emerging Markets ETF$237,846$905 ▲0.4%5,2550.2%ETFBIBLInspire 100 ETF$230,2460.0%5,9940.2%ETFDJULFT Vest U.S. Equity Deep Buffer ETF - July$206,9170.0%5,0590.2%ETFVBKVanguard Small-Cap Growth ETF$0$216,043 ▼-100.0%00.0%ETFXBILUS Treasury 6 Month Bill ETF$0$200,858 ▼-100.0%00.0%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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