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CIK: 0002041807
Total reported value
$176.7M
$176.7M
42 檔
46.7%
The Q4 2025 SEC filing reveals that Five Pine Wealth Management held a total portfolio value of $176.7M, covering 42 public equity positions.
In Q4 2025, Five Pine Wealth Management displayed an active expansion posture, initiating 0 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 14.75% | -0.97% | +5.00% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 13.16% | +0.28% | +4.48% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 10.22% | +0.46% | -1.89% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.84% | -0.07% | +1.23% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.95% | +0.41% | -0.42% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.08% | -0.14% | +17.02% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 5.42% | +0.15% | +1.25% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.92% | +0.22% | +10.21% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.42% | +0.06% | +4.79% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 3.32% | +0.28% | -1.93% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.30% | -0.11% | +21.72% | |
| 12 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.72% | -0.18% | +13.16% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.47% | -0.12% | -3.23% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.79% | -0.38% | -0.89% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.71% | -0.20% | +9.04% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.63% | +0.29% | +0.48% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.37% | -0.06% | +2.18% | |
| 18 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.01% | +0.30% | +34.34% | |
| 19 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.00% | -0.23% | +16.00% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.95% | +0.06% | +27.68% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.74% | -0.22% | -40.69% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.68% | +0.02% | +0.65% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.64% | -0.11% | +7.47% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.63% | — | +0.25% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.56% | +0.01% | +9.72% | |
| 26 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.47% | -0.04% | +31.95% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.28% | +0.02% | +0.25% | |
| 28 | AG | First Majestic Silver CORP | Stock-Materials | 0.28% | -0.24% | EXIT | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.04% | +0.21% | |
| 30 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.26% | -0.02% | — | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.25% | -0.01% | -0.67% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.03% | -0.13% | |
| 33 | SLV | Ishares Silver Trust | ETF-Commodities | 0.21% | -0.06% | +7.68% | |
| 34 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.20% | -0.01% | +0.31% | |
| 35 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.19% | -0.01% | +0.46% | |
| 36 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.18% | -0.01% | -0.34% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.01% | +0.27% | |
| 38 | BIBL | Inspire 100 ETF | ETF-Other | 0.16% | +0.02% | +0.20% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | — | -2.34% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.14% | -0.01% | -0.28% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.13% | EXIT | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.14% | +0.15% | -4.57% |
According to official SEC Form 13F filings, Five Pine Wealth Management reported a total U.S. public equity portfolio value of $176.7M across 42 disclosed positions in Q4 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 46.7% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VUG
前期市值: $16.0M
During Q4 2025, Five Pine Wealth Management's top holdings by market value included BND (14.8%)、VEU (13.2%)、VUG (10.2%). The largest single position, BND, represented 14.8% of total portfolio value.
In Q4 2025, Five Pine Wealth Management made 41 total portfolio adjustments, initiating 0 new buys, adding to 27 positions, trimming 14 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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