Five Pine Wealth Management Portfolio Holdings
Five Pine Wealth Management
- $156 Billion
- Q4 2025
Five Pine Wealth Management has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $23B, Vanguard Ftse All World Ex Us with a value of $20.5B, Vanguard Growth ETF with a value of $15.9B, Vanguard Value ETF with a value of $12.2B, and Vanguard Index Fds S&P 500 ETF with a value of $10.8B.
Examining the 13F form we can see an increase of $7.97B in the current position value, from $148B to 156B.
Five Pine Wealth Management is based out at Coeur D Alene, ID
Below you can find more details about Five Pine Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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