Five Pine Wealth Management
All 13F Filings
- Location
- Coeur D Alene, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,741
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 51 | 176,741 | 13F-HR | Five Pine Wealth Management |
| Q1 2026 | 4/16/2026 | 47 | 160,851 | 13F-HR | Five Pine Wealth Management |
| 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 | 3.685 K | 2.1% | 0 | 5.357 K | -5.357 K |
| ETFs | 173.1 K | 97.9% | 21.25 K | 0 | 21.25 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
176,741
Holdings
51
QoQ value change ($000)
15,890
(9.9%)
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.