StockDriftsStockDriftsTop 50 Five Pine Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 13.69% | 345.2K | $24.2M | +3.60%(+11.98K) | $73.50(-3.95%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 13.04% | 278.0K | $23.1M | +0.39%(+1.07K) | $61.25(+32.85%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 9.46% | 185.6K | $16.7M | -2.33%(-4.43K) | $66.11(+34.35%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 7.57% | 61.9K | $13.4M | -0.33%(-205) | $172.23(+29.02%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.53% | 235.0K | $13.3M | +26.80%(+49.66K) | $59.14(-3.62%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 7.13% | 18.0K | $12.6M | +0.06%(+10) | $536.92(+31.23%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 5.16% | 32.1K | $9.1M | +0.27%(+85) | $238.55(+19.23%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.84% | 18.2K | $6.8M | -2.80%(-524) | $292.07(+28.58%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.77% | 142.2K | $6.7M | +15.47%(+19.05K) | $49.06(-4.14%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 3.31% | 74.5K | $5.8M | +1.47%(+1.08K) | $66.75(+19.99%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.31% |
Five Pine Wealth Management reports $176.85M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are BND (13.7%), VEU (13.0%) and VUG (9.5%). The top 20 holdings account for 92.09% of reported assets. Its disclosed equity book has returned +18.97% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Five Pine Wealth Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Five Pine Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041807). View Five Pine Wealth Management’s 13F filings on SEC