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Five Pine Wealth Management
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 Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 14.87% | $22.0M | 295,693 | $72.29 | $74.37 | +$2.4M |
V VEU | VANGUARD INTL EQUITY INDEX F | 12.88% | $19.1M | 266,944 | $58.29 | $71.37 | +$1.5M |
V VUG | VANGUARD INDEX FDS | 10.79% | $16.0M | 33,300 | $407.17 | $479.61 | +$473.2K |
V VTV | VANGUARD INDEX FDS | 7.97% | $11.8M | 63,249 | $170.22 | $186.49 | +$755.7K |
V VOO | VANGUARD INDEX FDS | 7.18% | $10.6M | 17,343 | $539.28 | $612.38 | +$731.2K |
Industry Allocation
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