Investor

Five Pine Wealth Management

CIK 0002041807 · filed 2026-01-21 · SEC filing

Q1 2026 Q4 2025

13F book

$155.9M

Positions

Largest name

14.8%

Vanguard Bd Index Fds

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Vanguard Bd Index Fds	—	310.5K	$23M	14.8%	—	Held
Vanguard Intl Equity Index F	—	278.9K	$20.5M	13.2%	—	Held
Vanguard Growth Etf	—	32.7K	$15.9M	10.2%	—	Held
Vanguard Index Fds	—	64K	$12.2M	7.8%	—	Held
Vanguard Index Fds	—	17.3K	$10.8M	6.9%	—	Held
Vanguard Scottsdale Fds	—	158.2K	$9.48M	6.1%	—	Held
Vanguard Index Fds	—	32.8K	$8.45M	5.4%	—	Held
Vanguard Index Fds	—	18.2K	$6.11M	3.9%	—	Held
Vanguard Index Fds	—	18.4K	$5.33M	3.4%	—	Held
First Tr Exchange Traded Fd	—	74.5K	$5.18M	3.3%	—	Held
Vanguard Charlotte Fds	—	106.4K	$5.14M	3.3%	—	Held
Vanguard Scottsdale Fds	—	61.7K	$4.24M	2.7%	—	Held
First Tr Exchng Traded Fd Vi	—	112.2K	$3.84M	2.5%	—	Held
Ishares Gold Tr	—	34.5K	$2.8M	1.8%	—	Held
Vanguard Scottsdale Fds	—	33.5K	$2.67M	1.7%	—	Held
Vanguard Index Fds	—	12.1K	$2.54M	1.6%	—	Held
Vanguard Whitehall Fds	—	23.3K	$2.13M	1.4%	—	Held
First Tr Exchng Traded Fd Vi	—	55.7K	$1.57M	1.0%	—	Held
Ishares U S Etf Tr	—	30.9K	$1.55M	1.0%	—	Held
Vanguard Index Fds	—	16.8K	$1.49M	1.0%	—	Held
Spdr Series Trust	—	12.6K	$1.15M	0.7%	—	Held
Vanguard Intl Equity Index F	—	7.54K	$1.06M	0.7%	—	Held
Vanguard Bd Index Fds	—	12.8K	$993.1K	0.6%	—	Held
Schwab Strategic Tr	—	32.8K	$987.4K	0.6%	—	Held
Vanguard Scottsdale Fds	—	14.8K	$869.5K	0.6%	—	Held
Fidelity Wise Origin Bitcoin	—	9.61K	$732.8K	0.5%	—	Held
Vanguard World Fd	—	3.6K	$435.7K	0.3%	—	Held
First Majestic Silver Corp	AG	26.1K	$434.5K	0.3%	—	Held
Costco Whsl Corp New	—	487	$420K	0.3%	—	Held
First Tr Exchng Traded Fd Vi	—	15.6K	$404.6K	0.3%	—	Held
Ishares Tr	—	4.17K	$392.9K	0.3%	—	Held
Microsoft Corp	MSFT	763	$368.8K	0.2%	—	Held
Ishares Silver Tr	—	5.18K	$334K	0.2%	—	Held
Ishares Tr	—	13K	$304.7K	0.2%	—	Held
Vanguard World Fd	—	4.16K	$297.6K	0.2%	—	Held
First Tr Exchng Traded Fd Vi	—	5.85K	$278.3K	0.2%	—	Held
Broadcom Inc.	AVGO	753	$260.5K	0.2%	—	Held
Northern Lts Fd Tr Iv	—	5.54K	$250.1K	0.2%	—	Held
Vanguard Intl Equity Index F	—	4.42K	$237.9K	0.2%	—	Held
Vanguard Index Fds	—	724	$218.9K	0.1%	—	Held
Berkshire Hathaway Inc Del	—	425	$213.6K	0.1%	—	Held
Pimco Etf Tr	—	2.11K	$211.8K	0.1%	—	Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.