§ 13F · FUND PROFILE
Five Pine Wealth Management.
AUM · $177M (13F)Positions · 51Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 333K | $24M | 13.8% | +3% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 277K | $23M | 13.1% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 190K | $16M | 9.3% | +486% |
| 4 | VTV | VANGUARD INDEX FDS | 62K | $14M | 7.7% | −2% |
| 5 | VOO | VANGUARD INDEX FDS | 18K | $12M | 7.0% | +2% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 185K | $11M | 6.2% | +8% |
| 7 | VB | VANGUARD INDEX FDS | 32K | $10M | 5.5% | −2% |
| 8 | VTI | VANGUARD INDEX FDS | 19K | $7M | 3.9% | +1% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 123K | $6M | 3.4% | +6% |
| 10 | VO | VANGUARD INDEX FDS | 73K | $6M | 3.3% | +299% |
§ 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 $177 million in assets. The fund runs a portfolio of 51 positions.
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