Institutional Fund
Five Pine Wealth Management
Coeur D Alene, IDCIK 20418075 filings on record
Portfolio Value
$160.85M
Q1 2026
Holdings
47
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+3.2%
from $155.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds14.8%
- Vanguard Intl Equity Index F12.8%
- Vanguard Index Fds8.8%
- Vanguard Index Fds7.7%
- Vanguard Index Fds6.6%
- Vanguard Scottsdale Fds6.3%
- Other42.9%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 323.5K | $23.82M | 14.8% | +13.0K | Added |
| 2 | Vanguard Intl Equity Index F | 275.2K | $20.65M | 12.8% | −3.7K | Reduced |
| 3 | Vanguard Index Fds | 32.4K | $14.16M | 8.8% | −249 | Reduced |
| 4 | Vanguard Index Fds | 63.4K | $12.43M | 7.7% | −595 | Reduced |
| 5 | Vanguard Index Fds | 17.7K | $10.59M | 6.6% | +449 | Added |
| 6 | Vanguard Scottsdale Fds | 170.8K | $10.16M | 6.3% | +12.6K | Added |
| 7 | Vanguard Index Fds | 32.8K | $8.59M | 5.3% | +47 | Added |
| 8 | Vanguard Index Fds | 18.5K | $5.93M | 3.7% | +261 | Added |
| 9 | Vanguard Charlotte Fds | 116.4K | $5.59M | 3.5% | +9.9K | Added |
| 10 | Vanguard Scottsdale Fds | 78.1K | $5.34M | 3.3% | +16.4K | Added |
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