Five Pine Wealth Management
Net seller this quarter
$177M
7
-$201K
2.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IAU | $2.53M | 1.43% | 0.00% | +1.4% | Q4 2024 |
 FBTC | $714K | 0.40% | 0.01% | +15.9% | Q4 2024 |
 COST | $461K | 0.26% | 0.00% | Not reported | Q4 2024 |
 AVGO | $285K | 0.16% | 0.00% | +0.3% | Q3 2025 |
 MU | $233K | 0.13% | 0.00% | New | Q2 2026 |
| SLV | $225K | 0.13% | 0.00% | -8.5% | Q3 2025 |
 MSFT | $203K | 0.12% | 0.00% | -17.9% | Q4 2024 |
| Q1 2026 | |||||
| IAU | $2.91M | 1.81% | 0.00% | -4.2% | Q4 2024 |
| FBTC | $712K | 0.44% | 0.01% | +25.5% | Q4 2024 |
| COST | $490K | 0.30% | 0.00% | +1.0% | Q4 2024 |
 AG | $380K | 0.24% | 0.00% | -32.2% | Q2 2025 |
| SLV | $313K | 0.19% | 0.00% | -11.4% | Q3 2025 |
| MSFT | $246K | 0.15% | 0.00% | -13.0% | Q4 2024 |
| AVGO | $233K | 0.15% | 0.00% | +0.1% | Q3 2025 |
 BRK.B | $202K | 0.13% | Not reported | -0.7% | Q4 2024 |
| Q4 2025 | |||||
| IAU | $2.8M | 1.79% | 0.00% | -0.9% | Q4 2024 |
| FBTC | $733K | 0.47% | 0.00% | +32.0% | Q4 2024 |
| AG | $434K | 0.28% | 0.01% | -2.6% | Q2 2025 |
| COST | $420K | 0.27% | 0.00% | +0.2% | Q4 2024 |
| MSFT | $369K | 0.24% | 0.00% | -0.1% | Q4 2024 |
| SLV | $334K | 0.21% | 0.00% | +7.7% | Q3 2025 |
| AVGO | $261K | 0.17% | 0.00% | +0.3% | Q3 2025 |
| BRK.B | $214K | 0.14% | Not reported | -6.8% | Q4 2024 |
| Q3 2025 | |||||
| IAU | $2.53M | 1.71% | 0.00% | +1.9% | Q4 2024 |
| FBTC | $727K | 0.49% | 0.00% | +56.5% | Q4 2024 |
| COST | $450K | 0.30% | 0.00% | Not reported | Q4 2024 |
| MSFT | $396K | 0.27% | 0.00% | -4.5% | Q4 2024 |
| AG | $329K | 0.22% | 0.01% | -16.0% | Q2 2025 |
| AVGO | $248K | 0.17% | 0.00% | New | Q3 2025 |
| BRK.B | $229K | 0.15% | Not reported | Not reported | Q4 2024 |
| SLV | $204K | 0.14% | 0.00% | New | Q3 2025 |