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CIK: 0002041807
Total reported value
$176.7M
$176.7M
38 檔
37.4%
The Q1 2025 SEC filing reveals that Five Pine Wealth Management held a total portfolio value of $176.7M, covering 38 public equity positions.
During Q1 2025, Five Pine Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 15.32% | -0.97% | +5.66% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 12.32% | +0.28% | +4.48% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 10.52% | +0.46% | +10.29% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.45% | -0.07% | +14.31% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.17% | +0.41% | -17.30% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.63% | +0.15% | +5.06% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 3.96% | +0.28% | -0.28% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.95% | -0.14% | +15.44% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.47% | +0.22% | +8.53% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.32% | +0.06% | +11.23% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.06% | -0.12% | +2.93% | |
| 12 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.90% | -0.18% | +26.41% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.21% | -0.22% | +34.47% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.16% | -0.11% | -0.44% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.98% | -0.20% | +12.08% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.78% | -0.38% | -5.40% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.57% | +0.29% | +0.60% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.49% | -0.06% | -0.16% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.01% | -0.11% | -2.93% | |
| 20 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.91% | -0.23% | +7.89% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.90% | +0.01% | +15.91% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.76% | +0.06% | +3.15% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.71% | — | -9.00% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.66% | +0.02% | +13.25% | |
| 25 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.61% | +0.30% | -3.45% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.04% | -1.62% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.01% | -3.12% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.30% | +0.02% | -2.39% | |
| 29 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.28% | -0.02% | -15.53% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.03% | -3.93% | |
| 31 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.25% | -0.04% | +29.26% | |
| 32 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.24% | -0.01% | +17.11% | |
| 33 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.21% | — | -54.32% | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.20% | -0.01% | +7.16% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.13% | EXIT | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | — | +0.38% | |
| 37 | BIBL | Inspire 100 ETF | ETF-Other | 0.19% | +0.02% | — | |
| 38 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.17% | -0.01% | — |
According to official SEC Form 13F filings, Five Pine Wealth Management reported a total U.S. public equity portfolio value of $176.7M across 38 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, VEU, VUG) accounted for 37.4% of total reported equity market value during Q1 2025.
During Q1 2025, Five Pine Wealth Management's top holdings by market value included BND (15.3%)、VEU (12.3%)、VUG (10.5%). The largest single position, BND, represented 15.3% of total portfolio value.
In Q1 2025, Five Pine Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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