The Analysis of Five Pine Wealth Management's Holdings


Currently, Five Pine Wealth Management holds 42 types of securities in its portfolio with a total value $147.9M. In the most recent quarter, they have increased their positions in VGIT (+40.7K shares, valued at $2.4M), BND (+30.1K shares, valued at $2.2M), BNDX (+28.3K shares, valued at $1.4M); decreased their positions in VUG (-2.0K shares, valued at $969.6K), RDVY (-7.8K shares, valued at $527.3K), BIV (-4.4K shares, valued at $335.9K); initiated new positions in AVGO (+751 shares, valued at $247.9K), SLV (+4.8K shares, valued at $204.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS295.7K shares11.34%2025-09-302025-10-10history
VEU VANGUARD INTL EQUITY INDEX F266.9K shares2.59%2025-09-302025-10-10history
VUG VANGUARD INDEX FDS33.3K shares-5.72%2025-09-302025-10-10history
VTV VANGUARD INDEX FDS63.2K shares1.40%2025-09-302025-10-10history
VOO VANGUARD INDEX FDS17.3K shares-0.43%2025-09-302025-10-10history
VB VANGUARD INDEX FDS32.3K shares0.69%2025-09-302025-10-10history
VGIT VANGUARD SCOTTSDALE FDS135.2K shares43.03%2025-09-302025-10-10history
VTI VANGUARD INDEX FDS16.5K shares1.98%2025-09-302025-10-10history
Sponsored
VO VANGUARD INDEX FDS17.5K shares4.41%2025-09-302025-10-10history
RDVY FIRST TR EXCHANGE TRADED FD76.0K shares-9.36%2025-09-302025-10-10history
BNDX VANGUARD CHARLOTTE FDS87.4K shares47.75%2025-09-302025-10-10history
BUFR FIRST TR EXCHNG TRADED FD VI115.9K shares0.37%2025-09-302025-10-10history
BNDW VANGUARD SCOTTSDALE FDS54.5K shares-3.39%2025-09-302025-10-10history
VXF VANGUARD INDEX FDS12.1K shares-2.56%2025-09-302025-10-10history
IAU ISHARES GOLD TR34.8K shares1.94%2025-09-302025-10-10history
VCSH VANGUARD SCOTTSDALE FDS30.7K shares1.59%2025-09-302025-10-10history
Sponsored
VIGI VANGUARD WHITEHALL FDS22.8K shares3.75%2025-09-302025-10-10history
BIL SPDR SERIES TRUST21.2K shares-11.26%2025-09-302025-10-10history
MEAR ISHARES U S ETF TR26.6K shares5.74%2025-09-302025-10-10history
VNQ VANGUARD INDEX FDS13.2K shares16.58%2025-09-302025-10-10history
BUFD FIRST TR EXCHNG TRADED FD VI41.5K shares35.34%2025-09-302025-10-10history
VT VANGUARD INTL EQUITY INDEX F7.5K shares-4.07%2025-09-302025-10-10history
SCHM SCHWAB STRATEGIC TR32.8K shares-1.19%2025-09-302025-10-10history
BIV VANGUARD BD INDEX FDS11.9K shares-27.25%2025-09-302025-10-10history
Sponsored
VGSH VANGUARD SCOTTSDALE FDS13.5K shares-7.10%2025-09-302025-10-10history
FBTC FIDELITY WISE ORIGIN BITCOIN7.3K shares56.45%2025-09-302025-10-10history
COST COSTCO WHSL CORP NEW486 shares0.00%2025-09-302025-10-10history
ESGV VANGUARD WORLD FD3.6K shares-3.49%2025-09-302025-10-10history
USMV ISHARES TR4.2K shares-0.97%2025-09-302025-10-10history
YSEP FIRST TR EXCHNG TRADED FD VI15.6K shares-5.24%2025-09-302025-10-10history
MSFT MICROSOFT CORP764 shares-4.50%2025-09-302025-10-10history
AG FIRST MAJESTIC SILVER CORP26.8K shares-16.00%2025-09-302025-10-10history
Sponsored
SUSC ISHARES TR13.0K shares1.85%2025-09-302025-10-10history
VSGX VANGUARD WORLD FD4.1K shares-2.89%2025-09-302025-10-10history
DJUL FIRST TR EXCHNG TRADED FD VI5.9K shares24.33%2025-09-302025-10-10history
AVGO BROADCOM INC751 sharesnew addition2025-09-302025-10-10history
BIBL NORTHERN LTS FD TR IV5.5K shares0.29%2025-09-302025-10-10history
VWO VANGUARD INTL EQUITY INDEX F4.5K shares-9.52%2025-09-302025-10-10history
BRK.B BERKSHIRE HATHAWAY INC DEL456 shares0.00%2025-09-302025-10-10history
VBK VANGUARD INDEX FDS726 shares-2.16%2025-09-302025-10-10history
Sponsored
SLV ISHARES SILVER TR4.8K sharesnew addition2025-09-302025-10-10history
MINT PIMCO ETF TR2.2K shares3.95%2025-09-302025-10-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available