White Pine Investment Company
- Regulatory AUM
- $532M
- Discretionary
- $518M
- Clients
- 355
- Avg AUM / client
- $1.5M
- Accounts
- 1,113
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Investments (13F portfolio — 67 positions, $430,394)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | CL B | $32,545 | 67,916 | 7.56% | 0.01% |
| 2 | Alphabet Inc | STK CL A | $23,171 | 80,577 | 5.38% | 0.0% |
| 3 | Schwab Fundamental U.S. Large | FDT US LG | $16,850 | 605,014 | 3.92% | 0.0% |
| 4 | Goldman Sachs Active Beta Inter | ACTIVEBETA INT | $15,879 | 368,163 | 3.69% | 0.0% |
| 5 | Van Eck Vectors Gold Miners Etf | GOLD MINER ETF | $14,175 | 154,464 | 3.29% | 0.0% |
| 6 | Van Eck Vectors Investment Grade Floating Rate Etf | INVT GRADE FLTG | $14,150 | 555,325 | 3.29% | 0.0% |
| 7 | I Shares Edge Msci Min Vol Usa | MSCI MIN VOL ETF | $12,030 | 129,715 | 2.8% | 0.0% |
| 8 | Marathon Petroleum Corp | COM | $11,485 | 47,033 | 2.67% | 0.0% |
| 9 | Schwab Intermediate Treasury | INT TRM US TRES | $11,442 | 459,338 | 2.66% | 0.0% |
| 10 | Janus Henderson Aaa Clo Etf | HENDRSON AAA CL | $11,128 | 220,924 | 2.59% | 0.0% |
| 11 | I Shares Tips Bond Etf | TIPS BD ETF | $10,776 | 97,643 | 2.5% | 0.0% |
| 12 | Ishares S&P Midcap Growth | S&P MC 400GR ETF | $10,190 | 101,275 | 2.37% | 0.0% |
| 13 | Apple Inc | COM | $10,127 | 39,905 | 2.35% | 0.0% |
| 14 | Schwab U.S. Large Cap Value Et | US LCAP VA ETF | $9,942 | 325,967 | 2.31% | 0.0% |
| 15 | Microsoft Corp | COM | $9,571 | 25,856 | 2.22% | 0.0% |
| 16 | Goldman Sachs Etf Tr Just Us Lrg Cp | US LRG CP | $9,394 | 101,562 | 2.18% | 0.0% |
| 17 | Wisdom Tree Us Mid Cap Dividend Etf | MIDCAP DIVI FD | $9,216 | 175,404 | 2.14% | 0.0% |
| 18 | Meta Platforms Inc Class A | CL A | $9,017 | 15,760 | 2.1% | 0.0% |
| 19 | Goldman Sachs Acss Invmt Grd Corp Bd Etf | ACCESS INVT GR | $8,518 | 185,975 | 1.98% | 0.0% |
| 20 | Jp Morgan Chase & Co | COM | $8,505 | 28,914 | 1.98% | 0.0% |
| 21 | Xtrackers Msci Eafe High Div Yld Eq Etf | MSCI EAFE | $7,983 | 246,317 | 1.85% | 0.0% |
| 22 | Invesco Qqq Trust | QQQ TR UNIT SER 1 | $7,708 | 13,355 | 1.79% | 0.0% |
| 23 | Amazon.Com Inc | COM | $7,645 | 36,706 | 1.78% | 0.0% |
| 24 | I Shares Core S&P Small Cap Etf | ETF TR EQUITY | $7,556 | 60,787 | 1.76% | 0.0% |
| 25 | Schwab Us Mid Cap Etf | US MID CAP ETF | $7,548 | 243,804 | 1.75% | 0.0% |
Top 25 of 67 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 219 | $70.1M | 13.2% |
| High net worth individuals | 107 | $448M | 84.2% |
| Charitable organizations | 29 | $13.9M | 2.61% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Joseph Digiovanni | Managing Partner, Chief Investment Officer | CFA | Apr 2020 (6y) | 50% – 75% |
| William Joel Johnson | Partner | CFP | Apr 2020 (6y) | 10% – 25% |
| Stefanie Ann Porter | Partner, Chief Compliance Officer | CFP | Apr 2022 (4y) | 10% – 25% |
| King, John, Russell | Partner | Jan 2024 (3y) | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $532M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗