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Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Five Pine Wealth Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Five Pine Wealth Management (CIK 2041807) reported $160.9M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($23.8M, 14.81%), VEU ($20.7M, 12.84%), VUG ($14.2M, 8.80%), VTV ($12.4M, 7.73%), VOO ($10.6M, 6.58%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BNDVANGUARD BD INDEX FDS$23.8M14.81%323,481Added
2VEUVANGUARD INTL EQUITY INDEX F$20.7M12.84%275,154Trimmed
3VUGVANGUARD INDEX FDS$14.2M8.80%32,420Trimmed
4VTVVANGUARD INDEX FDS$12.4M7.73%63,433Trimmed
5VOOVANGUARD INDEX FDS$10.6M6.58%17,719Added
6VGITVANGUARD SCOTTSDALE FDS$10.2M6.32%170,816Added
7VBVANGUARD INDEX FDS$8.6M5.34%32,797Added
8VTIVANGUARD INDEX FDS$5.9M3.69%18,477Added
9BNDXVANGUARD CHARLOTTE FDS$5.6M3.48%116,352Added
10BNDWVANGUARD SCOTTSDALE FDS$5.3M3.32%78,106Added
11VOVANGUARD INDEX FDS$5.3M3.29%18,401Added
12RDVYFIRST TR EXCHANGE TRADED FD$4.9M3.07%72,208Trimmed
13BUFRFIRST TR EXCHNG TRADED FD VI$3.7M2.29%109,357Trimmed
14VCSHVANGUARD SCOTTSDALE FDS$3.0M1.84%37,343Added
15IAUISHARES GOLD TR$2.9M1.81%33,020Trimmed
16VXFVANGUARD INDEX FDS$2.9M1.78%13,948Added
17VIGIVANGUARD WHITEHALL FDS$2.1M1.30%23,575Added
18BIVVANGUARD BD INDEX FDS$1.8M1.10%22,972Added
19BUFDFIRST TR EXCHNG TRADED FD VI$1.7M1.07%61,350Added
20VNQVANGUARD INDEX FDS$1.7M1.07%19,334Added
21VTVANGUARD INTL EQUITY INDEX F$1.7M1.03%11,943Added
22MEARISHARES U S ETF TR$1.6M1.00%31,913Added
23VGSHVANGUARD SCOTTSDALE FDS$1.5M0.90%24,773Added
24SCHMSCHWAB STRATEGIC TR$1.0M0.63%32,602Trimmed
25BILSPDR SERIES TRUST$818,4770.51%8,931Trimmed

Source: SEC Form 13F filings · as of 2026-03-31