Five Pine Wealth Management 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002041807 · COEUR D ALENE, ID

As of Sep 30, 2025, Five Pine Wealth Management reported 42 positions worth 47.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	295,693	$22.0M	14.87%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	VEU	—	266,944	9.1M	12.88%
VANGUARD GROWTH INDEX FUND	VUG	—	33,300	6.0M	10.79%
VANGUARD VALUE INDEX FUND	VTV	—	63,249	1.8M	7.97%
VANGUARD 500 INDEX FUND	VOO	—	17,343	0.6M	7.18%
VANGUARD SMALL-CAP INDEX FUND	VB	—	32,346	$8.2M	5.56%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	135,184	$8.1M	5.49%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	16,528	$5.4M	3.67%
VANGUARD MID-CAP INDEX FUND	VO	—	17,531	$5.1M	3.48%
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	RDVY	—	75,986	$5.1M	3.45%
VANGUARD CHARLOTTE FUNDS	BNDX	—	87,448	$4.3M	2.92%
FT VEST LADDERED BUFFER ETF	BUFR	—	115,921	$3.9M	2.62%
VANGUARD TOTAL WORLD BOND ETF	BNDW	—	54,511	$3.8M	2.57%
VANGUARD EXTENDED MARKET INDEX FUND	VXF	—	12,090	$2.5M	1.71%
ISHARES GOLD TRUST	IAU	—	34,771	$2.5M	1.71%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	VCSH	—	30,680	$2.5M	1.66%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND	VIGI	—	22,835	$2.0M	1.38%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF	BIL	—	21,246	.9M	1.32%
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	MEAR	—	26,631	.3M	0.91%
VANGUARD REAL ESTATE INDEX FUND	VNQ	—	13,150	.2M	0.81%
FT VEST LADDERED DEEP BUFFER ETF	BUFD	—	41,487	.1M	0.78%
VANGUARD TOTAL WORLD STOCK INDEX FUND	VT	—	7,487	.0M	0.70%
SCHWAB US MID-CAP ETF	SCHM	Equity	32,752	$970.8K	0.66%
VANGUARD INTERMEDIATE-TERM B	BIV	—	11,866	$896.7K	0.61%
VANGUARD SHORT-TERM TREASURY INDEX FUND	VGSH	—	13,493	$794.1K	0.54%