Data as of Q4 2025 (Dec 31, 2025)

Five Pine Wealth Management

โ€ขCIK: 2041807โ€ขFiling: Q4 2025

**Five Pine Wealth Management** manages $156M across a diversified portfolio of 42 positions. The strategy exhibits a notable allocation to fixed income and broad market exposure, evidenced by the top holdings including BND at $23.0M and VEU at $20.5M. Further concentration in equity sectors is visible through significant positions in VUG ($15.9M) and VTV ($12.2M). This structure suggests a core mandate focused on capital preservation alongside systematic growth capture across fixed income and major equity indices.

Total AUM
$155.9M
QoQ Performance
+5.4%
Positions
23
Top 10 Concentration
75.1%
Latest Filing
Q4 2025

Top Holdings Allocation

BND
VEU
VUG
VTV
VOO
VGIT
VB
BND14.8%
VEU13.2%
VUG10.2%
VTV7.8%
VOO6.9%
VGIT6.1%
VB5.4%
VTI3.9%

๐Ÿ“ˆ Biggest Buys

VGIT
VANGUARD SCOTTSDALE FDS
+17.0%
6.1% of portfolio
BND
VANGUARD BD INDEX FDS
+5.0%
14.8% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
+21.7%
3.3% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
+4.5%
13.2% of portfolio
VTI
VANGUARD INDEX FDS
+10.2%
3.9% of portfolio

๐Ÿ“‰ Biggest Sells

BIL
SPDR SERIES TRUST
-40.7%
0.7% of portfolio
VUG
VANGUARD INDEX FDS
-1.9%
10.2% of portfolio
BUFR
FIRST TR EXCHNG TRADED FD VI
-3.2%
2.5% of portfolio
RDVY
FIRST TR EXCHANGE TRADED FD
-1.9%
3.3% of portfolio
VOO
VANGUARD INDEX FDS
-0.4%
6.9% of portfolio

Sector Breakdown

Other92.2%
ETF6.9%
Technology0.4%
Consumer0.3%
Financial0.1%

Changes from Q3 2025

โ†‘27 increased
โ†“14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024