Five Pine Wealth Management
Five Pine Wealth Management reported 50 stocks worth $177M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are BND (13.7%), VEU (13.0%) and VUG (9.5%). Compared with Q2 2026, the fund opened new positions in AG, TBIL and GOVT, added to BND, VEU and VGIT, trimmed VUG, VTV and VTI and sold out of MINT, ZMAR and VBK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BND Vanguard BD Index Fds | $24.2M | 13.7% | 345K | +12K (+4%) | 8 of 8 | |
| 2 |  VEU Vanguard Intl Equity Index F | $23.1M | 13.0% | 278K | +1,073 (+0%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $16.7M | 9.5% | 186K | −4,435 (−2%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $13.4M | 7.6% | 62K | −205 (−0%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $13.3M | 7.5% | 235K | +50K (+27%) | 8 of 8 | |
| 6 |  VOO Vanguard S&P 500 ETF | $12.6M | 7.1% | 18K | No change | 8 of 8 | |
| 7 |  VB Vanguard Index Fds | $9.1M | 5.2% | 32K | +85 (+0%) | 8 of 8 | |
| 8 |  VTI Vanguard Total Stock Market ETF | $6.8M | 3.8% | 18K | −524 (−3%) | 8 of 8 | |
| 9 |  BNDX Vanguard Total | $6.7M | 3.8% | 142K | +19K (+15%) | 8 of 8 | |
| 10 |  VO Vanguard Index Fds | $5.8M | 3.3% | 75K | +1,082 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Five Pine Wealth Management 13F FAQ
What does Five Pine Wealth Management own?
Five Pine Wealth Management reported 50 stocks worth $177M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are BND (13.7%), VEU (13.0%) and VUG (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did Five Pine Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 20 added to, 22 trimmed and 5 sold out. New positions include AG, TBIL and GOVT. It sold all of MINT, ZMAR and VBK.
When will Five Pine Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Five Pine Wealth Management's portfolio worth?
The Q3 2026 filing reports $177M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.