Five Pine Wealth Management Purchases in Q4 2025

Five Pine Wealth Management

  • $156 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
11.9K
+ 4.48%
$70.2 - $73.89 $839K - $883K
279K $20.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
23K
+ 17.02%
$59.84 - $60.54 $1.38M - $1.39M
158K $9.48B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.8K
+ 5.0%
$74.09 - $75.1 $1.1M - $1.11M
310K $23B
BNDX
Vanguard Total International B

ETFs
19K
+ 21.72%
$49.3 - $49.91 $936K - $948K
106K $5.14B
VTI
Vanguard Total Stock Market Et

ETFs
1.69K
+ 10.21%
$321.8 - $337.95 $543K - $570K
18.2K $6.11B
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
7.17K
+ 13.16%
$69.45 - $70.32 $498K - $504K
61.7K $4.24B
VTV
Vanguard Value ETF

ETFs
779
+ 1.23%
$182.87 - $189.72 $142K - $148K
64K $12.2B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
14.2K
+ 34.34%
$27.41 - $27.93 $391K - $398K
55.7K $1.57B
VNQ
Vanguard Specialized Funds Van

ETFs
3.64K
+ 27.68%
$88.13 - $92.69 $321K - $337K
16.8K $1.49B
VB
Vanguard Small Cap ETF

ETFs
404
+ 1.25%
$248.1 - $260.08 $100K - $105K
32.8K $8.45B
MEAR
Blackrock Short Maturity Munic

ETFs
4.26K
+ 16.0%
$50.31 - $50.47 $214K - $215K
30.9K $1.55B
VO
Vanguard Mid Cap ETF

ETFs
839
+ 4.79%
$286.27 - $296.23 $240K - $249K
18.4K $5.33B
SLV
I Shares Silver Trust

ETFs
370
+ 7.68%
$42.4 - $49.17 $15.7K - $18.2K
5.19K $334M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
886
+ 7.47%
$77.73 - $78.84 $68.9K - $69.9K
12.8K $993M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
497
+ 2.18%
$88.45 - $91.41 $44K - $45.4K
23.3K $2.13B
VGSH
Vanguard

ETFs
1.31K
+ 9.72%
$58.64 - $58.96 $76.9K - $77.4K
14.8K $870M
VT
Vanguard Total World Stk Index

ETFs
49
+ 0.65%
$135.16 - $141.78 $6.62K - $6.95K
7.54K $1.06B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
83
+ 0.25%
$28.9 - $30.17 $2.4K - $2.5K
32.8K $987M
AVGO
Broadcom Inc.

Technology
2
+ 0.27%
$324.63 - $385.98 $649 - $772
753 $261M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
19
+ 0.46%
$68.22 - $71.43 $1.3K - $1.36K
4.16K $298M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.25%
$116.0 - $122.39 $1.04K - $1.1K
3.6K $436M
VXF
Vanguard Extended Market ETF

ETFs
58
+ 0.48%
$204.22 - $215.05 $11.8K - $12.5K
12.1K $2.54B
Fidelity Wise Origin Bitcoin
2.33K
+ 31.95%
N/A
9.61K $733M
BIBL
Northern Lts Fd Tr Iv

ETFs
11
+ 0.2%
$43.57 - $45.74 $479 - $503
5.54K $250M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
40
+ 0.31%
$23.38 - $23.82 $935 - $953
13K $305M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.21%
$910.94 - $954.99 $911 - $955
487 $420M
Activity Summary
Buys All Purchases 27 New Holdings 0 Increased Positions 27 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Five Pine Wealth Management Portfolio

Follow Five Pine Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Five Pine Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Five Pine Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email