Five Pine Wealth Management has filed a Form 13F-HR report disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal business address as 250 Northwest Blvd, Suite 111, Coeur d'Alene, Idaho.
The report identifies Aryn Sands as the authorized agent responsible for the filing, with a contact phone number listed as 1-844-844-3453. The filing was submitted on October 19, 2026.
The portfolio includes a mix of individual equities and exchange-traded funds. Among the individual stock holdings listed are Apple Inc., Broadcom Inc., Costco Wholesale Corporation, Micron Technology Inc., and Microsoft Corp. The filing also details significant positions in various exchange-traded funds, including the Fidelity Wise Origin Bitcoin Shares, Innovator ETFs Trust Equity Defi 1 Apri, and Innovator ETFs Trust Equity Def Protin. Additionally, the report lists holdings in funds tracking the S&P 500, total bond markets, and various international equity indices, managed by issuers such as iShares and Vanguard.
