Five Pine Wealth Management

Five Pine Wealth Management SEC 13F Filing Analysis

Report Date: December 31, 2025 Filer: Five Pine Wealth Management (CIK: 0002041807)

1. Portfolio Overview

Five Pine Wealth Management has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 333.4% from approximately $35.97 million to $155.90 million quarter-over-quarter. This rapid capital infusion significantly alters the scale of the firm's reported footprint...