Five Pine Wealth Management
Five Pine Wealth Management reported 51 positions worth $176.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: BND (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BND | SH | $24.5M | 13.84% | 333,233 | — | — | |
| ▸ 2 | VEU | SH | $23.2M | 13.12% | 276,897 | — | — | |
| ▸ 3 | VUG | SH | $16.4M | 9.26% | 190,059 | — | — | |
| ▸ 4 | VTV | SH | $13.5M | 7.66% | 62,151 | — | — | |
| ▸ 5 | VOO | SH | $12.4M | 6.99% | 17,992 | — | — | |
| ▸ 6 | VGIT | SH | $10.9M | 6.18% | 185,298 | — | — | |
| ▸ 7 | VB | SH | $9.7M | 5.49% | 31,990 | — | — | |
| ▸ 8 | VTI | SH | $6.9M | 3.91% | 18,684 | — | — | |
| ▸ 9 | BNDX | SH | $6.0M | 3.37% | 123,153 | — | — | |
| ▸ 10 | VO | SH | $5.9M | 3.35% | 73,466 | — | — |
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Frequently Asked Questions
What stocks does Five Pine Wealth Management hold as of Q2 2026?
Five Pine Wealth Management reported 51 positions worth $176.7M in its Q2 2026 13F filing. Largest positions: BND (13.8%), VEU (13.1%), VUG (9.3%), VTV (7.7%) and VOO (7.0%).
What did Five Pine Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Five Pine Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.