Five Pine Wealth Management portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · $176,850,568 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 50 | $176,850,568 | +$7,214,046 | -$4,969,121 | +$2,244,925 | BND, VEU, VUG, VTV, VGIT | 13F-HR | 19 Oct 2026, 18:58 |
| Q2 2026 | 51 | $176,740,823 | +$23,754,998 | -$2,300,086 | +$21,454,912 | BND, VEU, VUG, VTV, VOO | 13F-HR | 13 Aug 2026, 13:07 |
| Q1 2026 | 47 | $160,850,575 | +$8,507,054 | -$1,513,376 | +$6,993,678 | BND, VEU, VUG, VTV, VOO | 13F-HR | 16 Apr 2026, 19:52 |
| Q4 2025 | 42 | $155,895,384 | +$7,407,076 | -$1,446,448 | +$5,960,628 | BND, VEU, VUG, VTV, VOO | 13F-HR | 21 Jan 2026, 14:17 |
| Q3 2025 | 42 | $147,921,472 | +$8,605,479 | -$2,603,914 | +$6,001,565 | BND, VEU, VUG, VTV, VOO | 13F-HR | 09 Oct 2025, 21:16 |
| Q2 2025 | 40 | $135,108,334 | +$5,688,730 | -$1,728,334 | +$3,960,396 | BND, VEU, VUG, VTV, VOO | 13F-HR | 15 Jul 2025, 12:58 |
| Q1 2025 | 38 | $122,819,860 | +$8,193,888 | -$2,980,553 | +$5,213,335 | BND, VEU, VUG, VTV, VOO | 13F-HR | 21 Apr 2025, 15:37 |
| Q4 2024 | 40 | $118,624,327 | $0 | $0 | $0 | BND, VEU, VUG, VOO, VTV | 13F-HR | 23 Jan 2025, 19:44 |
Showing 1-8 of 8 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 20 Oct 2026
- Latest reported 13F value
- $176,850,568
- Largest 13F holdings
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BND VEU VUG VTV VGIT VOO VB VTI BNDX VO RDVY BNDW
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BUFR VXF VCSH IAU VGSH BUFD VIGI VNQ - Form 13F summary
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- Five Pine Wealth Management Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Five Pine Wealth Management reported 50 equity holdings with a total reported market value of $176,850,568 for Q3 2026. Top reported holdings included BND, VEU, VUG, VTV, and VGIT.
- Manager signature
- Aryn Sands - Agent
- Manager location
- Coeur D Alene, ID
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value