Five Pine Wealth Management

Est. AUM

$160.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$23.8M	323481	14.81%	SOLE
2	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$20.7M	275154	12.84%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$14.2M	32420	8.80%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$12.4M	63433	7.73%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.6M	17719	6.58%	SOLE
6	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$10.2M	170816	6.32%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$8.6M	32797	5.34%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$5.9M	18477	3.69%	SOLE
9	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$5.6M	116352	3.48%	SOLE
10	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$5.3M	78106	3.32%	SOLE
11	VANGUARD INDEX FDS	MID CAP ETF	$5.3M	18401	3.29%	SOLE
12	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.9M	72208	3.06%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.7M	109357	2.29%	SOLE
14	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.0M	37343	1.84%	SOLE
15	ISHARES GOLD TR	ISHARES NEW	$2.9M	33020	1.81%	SOLE
16	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.9M	13948	1.78%	SOLE
17	VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.1M	23575	1.30%	SOLE
18	VANGUARD BD INDEX FDS	INTERMED TERM	$1.8M	22972	1.10%	SOLE
19	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.7M	61350	1.07%	SOLE
20	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.7M	19334	1.07%	SOLE
21	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.7M	11943	1.03%	SOLE
22	ISHARES U S ETF TR	SHORT MATURITY M	$1.6M	31913	1.00%	SOLE
23	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.4M	24773	0.90%	SOLE
24	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.0M	32602	0.63%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$818K	8931	0.51%	SOLE
26	FIDELITY WISE ORIGIN BITCOIN	SHS	$712K	12063	0.44%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$490K	492	0.30%	SOLE
28	INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$409K	16107	0.25%	SOLE
29	VANGUARD WORLD FD	ESG US STK ETF	$405K	3606	0.25%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST INT EQ M	$394K	15044	0.24%	SOLE
31	ISHARES TR	MSCI USA MIN VOL	$392K	4228	0.24%	SOLE
32	FIRST MAJESTIC SILVER CORP	COM	$380K	17678	0.24%	SOLE
33	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$323K	792	0.20%	SOLE
34	ISHARES TR	ESG AWRE USD ETF	$322K	13897	0.20%	SOLE
35	ISHARES SILVER TR	ISHARES	$313K	4595	0.19%	SOLE
36	VANGUARD WORLD FD	ESG INTL STK ETF	$300K	4180	0.19%	SOLE
37	INNOVATOR ETFS TRUST	EQUITY DEFINED P	$295K	10680	0.18%	SOLE
38	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$273K	5851	0.17%	SOLE
39	VANGUARD STAR FDS	VG TL INTL STK F	$261K	3389	0.16%	SOLE
40	NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$260K	5506	0.16%	SOLE
41	MICROSOFT CORP	COM	$246K	664	0.15%	SOLE
42	ISHARES TR	3 7 YR TREAS BD	$237K	2000	0.15%	SOLE
43	BROADCOM INC	COM	$233K	754	0.14%	SOLE
44	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$230K	4251	0.14%	SOLE
45	PIMCO ETF TR	ENHAN SHRT MA AC	$222K	2203	0.14%	SOLE
46	VANGUARD INDEX FDS	SML CP GRW ETF	$218K	722	0.14%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$202K	422	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.