Five Pine Wealth Management Portfolio Holdings
Five Pine Wealth Management
- $148 Billion
- Q3 2025
Five Pine Wealth Management has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 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 $22B, Vanguard Ftse All World Ex Us with a value of $19.1B, Vanguard Growth ETF with a value of $16B, Vanguard Value ETF with a value of $11.8B, and Vanguard Index Fds S&P 500 ETF with a value of $10.6B.
Examining the 13F form we can see an increase of $12.8B in the current position value, from $135B to 148B.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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