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Five Pine Wealth Management

CIK:0002041807
Investment Adviser
$123M AUM
42 holdings
Boise, ID, United States
Founded:2021
8 employees
Latest filing:Sep 30, 2025

Five Pine Wealth Management is a registered investment adviser headquartered in Boise, Idaho. The firm operates as an independent wealth management company and provides financial planning and investment management services primarily to individuals, families, and small institutions. Established recently, the firm specializes in offering personalized strategies tailored to clients' unique financial goals, leveraging deep market experience and a client-centric approach. As of March 31, 2025, Five Pine Wealth Management manages assets worth over $122 million.

Investment Strategy

Five Pine Wealth Management focuses on customized portfolio construction and asset allocation based on each client’s financial objectives and risk tolerance. The firm manages diversified investment portfolios, including equities, fixed income, and alternative assets, employing a long-term, fundamentals-driven investment philosophy. Emphasis is placed on disciplined risk management, tax efficiency, and ongoing portfolio review to adapt to market changes and evolving client needs.

Latest 13F Filing Activity

Five Pine Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 42 equity positions with a total 13F market value of $148M. The fund increased holdings in Vanguard Scottsdale FDS, Vanguard BD Index FDS, Vanguard Intl Equity Index F among other positions. Five Pine Wealth Management reduced exposure to Vanguard BD Index FDS, SPDR Series Trust, First TR Exchange Traded FD among others.

Top Buys
V
VGITVANGUARD SCOTTSDALE FDS
+$2.5M
B
BNDVANGUARD BD INDEX FDS
+$2.4M
V
VEUVANGUARD INTL EQUITY INDEX F
+$1.5M
B
BNDXVANGUARD CHARLOTTE FDS
+$1.4M
V
VTVVANGUARD INDEX FDS
+$755.7K
Top Sells
B
BIVVANGUARD BD INDEX FDS
-$364.8K
B
BILSPDR SERIES TRUST
-$246.8K
R
RDVYFIRST TR EXCHANGE TRADED FD
-$155.0K
B
BNDWVANGUARD SCOTTSDALE FDS
-$110.8K
V
VGSHVANGUARD SCOTTSDALE FDS
-$59.7K

Top Holdings

B
BNDVANGUARD BD INDEX FDS
+14.9%$22.0M
V
VEUVANGUARD INTL EQUITY INDEX F
+12.9%$19.1M
V
VUGVANGUARD INDEX FDS
+10.8%$16.0M
V
VTVVANGUARD INDEX FDS
+8.0%$11.8M
V
VOOVANGUARD INDEX FDS
+7.2%$10.6M

Equity Positions (42)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD BD INDEX FDS14.87%$22.0M295,693$72.29$74.37+$2.4M
VANGUARD INTL EQUITY INDEX F12.88%$19.1M266,944$58.29$71.37+$1.5M
VANGUARD INDEX FDS10.79%$16.0M33,300$407.17$479.61+$473.2K
VANGUARD INDEX FDS7.97%$11.8M63,249$170.22$186.49+$755.7K
VANGUARD INDEX FDS7.18%$10.6M17,343$539.28$612.38+$731.2K

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+1.8%
RETAIL-VARIETY STORES
+0.3%
SERVICES-PREPACKAGED SOFTWARE
+0.3%
GOLD AND SILVER ORES
+0.2%
SEMICONDUCTORS & RELATED DEVICES
+0.2%