Five Pine Wealth Management - Portfolio overview

Five Pine Wealth Management has 47 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 14.81%
2. VEU - VANGUARD INTL EQUITY INDEX F, 12.84%
3. VUG - VANGUARD INDEX FDS, 8.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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