§ 13F · FUND PROFILE
Five Pine Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135.1T (13F)Positions · 40Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 310K | $23.0T | 14.8% | +5% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 279K | $20.5T | 13.2% | +4% |
| 3 | VUG | VANGUARD INDEX FDS | 33K | $15.9T | 10.2% | −2% |
| 4 | VTV | VANGUARD INDEX FDS | 64K | $12.2T | 7.8% | +1% |
| 5 | VOO | VANGUARD INDEX FDS | 17K | $10.8T | 6.9% | ±0% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 158K | $9.5T | 6.1% | +17% |
| 7 | VB | VANGUARD INDEX FDS | 33K | $8.4T | 5.4% | +1% |
| 8 | VTI | VANGUARD INDEX FDS | 18K | $6.1T | 3.9% | +10% |
| 9 | VO | VANGUARD INDEX FDS | 18K | $5.3T | 3.4% | +5% |
| 10 | RDVY | FIRST TR EXCHANGE TRADED FD | 75K | $5.2T | 3.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIVE SIGNAL
AC read
Five Pine Wealth Management is a Other fund managing $135108.3 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed