Five Pine Wealth Management
โขCIK: 2041807โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other92.2%
ETF6.9%
Technology0.4%
Consumer0.3%
Financial0.1%
Changes from Q3 2025
โ27 increased
โ14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024