§ 13F · FUND PROFILE
Five Pine Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148M (13F)Positions · 42Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 323K | $24M | 14.8% | +4% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 275K | $21M | 12.8% | −1% |
| 3 | VUG | VANGUARD INDEX FDS | 32K | $14M | 8.8% | −1% |
| 4 | VTV | VANGUARD INDEX FDS | 63K | $12M | 7.7% | −1% |
| 5 | VOO | VANGUARD INDEX FDS | 18K | $11M | 6.6% | +3% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 171K | $10M | 6.3% | +8% |
| 7 | VB | VANGUARD INDEX FDS | 33K | $9M | 5.3% | ±0% |
| 8 | VTI | VANGUARD INDEX FDS | 18K | $6M | 3.7% | +1% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 116K | $6M | 3.5% | +9% |
| 10 | BNDW | VANGUARD SCOTTSDALE FDS | 78K | $5M | 3.3% | +27% |
§ 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 $148 million in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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