Five Pine Wealth Management Portfolio Holdings

Five Pine Wealth Management

  • $135 Billion
  • Q2 2025

Five Pine Wealth Management has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 40 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 $19.6B, Vanguard Ftse All World Ex Us with a value of $17.5B, Vanguard Growth ETF with a value of $15.5B, Vanguard Value ETF with a value of $11B, and Vanguard Index Fds S&P 500 ETF with a value of $9.89B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $123B to 135B.

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.

Portfolio value $135 Billion
ETFs: $133 Billion
Consumer Defensive: $481 Million
Technology: $398 Million
Basic Materials: $264 Million
Financial Services: $222 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$422B
$481 Million 0.36% of portfolio
486
Q2 2025 Added 0.21%
$3.81T
$398 Million 0.29% of portfolio
800
Q2 2025 Reduced 3.73%
$2.23B
$264 Million 0.2% of portfolio
31,878
Q2 2025 New
$631B
$222 Million 0.16% of portfolio
456
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $135 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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