Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 2041807) reported $176.7M across 51 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BND ($24.5M, 13.84%), VEU ($23.2M, 13.12%), VUG ($16.4M, 9.26%), VTV ($13.5M, 7.66%), VOO ($12.4M, 6.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $24.5M | 13.84% | 333,233 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $23.2M | 13.12% | 276,897 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $16.4M | 9.26% | 190,059 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $13.5M | 7.66% | 62,151 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $12.4M | 6.99% | 17,992 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $10.9M | 6.18% | 185,298 | Added |
| 7 | VB | VANGUARD INDEX FDS | $9.7M | 5.49% | 31,990 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $6.9M | 3.91% | 18,684 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $6.0M | 3.37% | 123,153 | Added |
| 10 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.9M | 3.35% | 72,969 | Added |
| 11 | VO | VANGUARD INDEX FDS | $5.9M | 3.35% | 73,466 | Added |
| 12 | BNDW | VANGUARD SCOTTSDALE FDS | $5.5M | 3.14% | 80,901 | Added |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | $3.8M | 2.17% | 104,768 | Trimmed |
| 14 | VXF | VANGUARD INDEX FDS | $3.7M | 2.07% | 14,888 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $2.9M | 1.64% | 36,716 | Trimmed |
| 16 | IAU | ISHARES GOLD TR | $2.5M | 1.43% | 33,480 | Added |
| 17 | BUFD | FIRST TR EXCHNG TRADED FD VI | $2.4M | 1.37% | 81,452 | Added |
| 18 | VIGI | VANGUARD WHITEHALL FDS | $2.2M | 1.24% | 23,460 | Trimmed |
| 19 | VNQ | VANGUARD INDEX FDS | $2.0M | 1.13% | 20,633 | Added |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.05% | 11,799 | Trimmed |
| 21 | BIV | VANGUARD BD INDEX FDS | $1.7M | 0.99% | 22,713 | Trimmed |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $1.6M | 0.91% | 27,541 | Added |
| 23 | MEAR | ISHARES U S ETF TR | $1.4M | 0.77% | 27,151 | Trimmed |
| 24 | SCHM | SCHWAB STRATEGIC TR | $1.1M | 0.63% | 30,382 | Trimmed |
| 25 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $713,893 | 0.40% | 13,984 | Added |
Source: SEC Form 13F filings · as of 2026-06-30