Five Pine Wealth Management
All 13F Filings
- Location
- Coeur D Alene, ID
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 155,895
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 42 | 155,895 | 13F-HR | Five Pine Wealth Management |
| Q3 2025 | 10/10/2025 | 42 | 147,921 | 13F-HR | Five Pine Wealth Management |
| Q2 2025 | 7/15/2025 | 40 | 135,108 | 13F-HR | Five Pine Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.65 K | 51.7% | 4.845 K | 0 | 4.845 K |
| ETFs | 75.25 K | 48.3% | 3.132 K | 0 | 3.132 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
155,895
Holdings
42
QoQ value change ($000)
7,974
(5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.