AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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