Five Pine Wealth Management
CIK: 0002041807SEC EDGAR →
Portfolio Value
$155.9M
Holdings
42
As of
Q4 2025
New Positions
2
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 310,491 | $23.0M | 14.75% |
| 2 | VANGUARD INTL EQUITY INDEX F | 278,892 | $20.5M | 13.16% |
| 3 | VANGUARD INDEX FDS | 32,669 | $15.9M | 10.22% |
| 4 | VANGUARD INDEX FDS | 64,028 | $12.2M | 7.84% |
| 5 | VANGUARD INDEX FDS | 17,270 | $10.8M | 6.95% |
| 6 | VANGUARD SCOTTSDALE FDS | 158,199 | $9.5M | 6.08% |
| 7 | VANGUARD INDEX FDS | 32,750 | $8.4M | 5.42% |
| 8 | VANGUARD INDEX FDS | 18,216 | $6.1M | 3.92% |
| 9 | VANGUARD INDEX FDS | 18,370 | $5.3M | 3.42% |
| 10 | FIRST TR EXCHANGE TRADED FD | 74,521 | $5.2M | 3.32% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $150.8M | 96.7% |
| Unknown | 3 | $3.3M | 2.1% |
| Technology | 3 | $962K | 0.6% |
| Basic Materials | 1 | $434K | 0.3% |
| Consumer Defensive | 1 | $419K | 0.3% |