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Portfolio (Quarterly) Guide ↗

5th Street Advisors, LLC

· CIK 0001911026
13F Portfolio $263M AUM 77 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 13 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 J P MORGAN EXCHANGE TRADED F 396,649.0 $18.7M 7.11% +11K +2.9% $47.15
2 TDTT FLEXSHARES TR 751,610.0 $18.0M 6.84% +213K +39.5% $23.91 -1.5%
3 SPHY SPDR SERIES TRUST 495,546.0 $11.6M 4.42% +115K +30.4% $23.44 -1.2%
4 EMLC VANECK ETF TRUST 454,085.0 $11.6M 4.42% +157K +52.8% $25.56 +0.3%
5 J P MORGAN EXCHANGE TRADED F 222,536.0 $11.3M 4.28% +68K +44.2% $50.57
6 AMLP ALPS ETF TR 140,877.0 $7.3M 2.78% +5K +3.6% $51.85 +7.5%
7 XLV SELECT SECTOR SPDR TR 40,203.0 $6.4M 2.43% +3K +7.5% $158.66 +8.1%
8 SPBO SPDR SERIES TRUST 178,166.0 $5.2M 1.97% +60K +50.9% $29.04 -2.7%
9 EWJ ISHARES INC 49,847.0 $4.6M 1.77% +10K +26.7% $93.27 +5.4%
10 XLC SELECT SECTOR SPDR TR 43,267.0 $4.6M 1.76% +232.0 +0.5% $107.13 +4.6%
11 GLD CALL SPDR GOLD TR Financial Services 10,000.0 $3.7M 1.40% +6K +185.7% $368.38 +10.4%
12 XBI SPDR SERIES TRUST 18,911.0 $3.0M 1.14% +346.0 +1.9% $158.25 +3.5%
13 IAU ISHARES GOLD TR Financial Services 18,130.0 $1.4M 0.52% +344.0 +1.9% $75.51 +10.4%
14 NVDA NVIDIA CORPORATION Technology 3,957.0 $792K 0.30% +300.0 +8.2% $200.09 +15.1%
15 MSFT MICROSOFT CORP Technology 1,110.0 $414K 0.16% +400.0 +56.3% $373.02 +34.0%
16 AMZN AMAZON COM INC Consumer Cyclical 1,512.0 $360K 0.14% +279.0 +22.6% $238.34 +8.5%
17 SYY SYSCO CORP Consumer Defensive 4,197.0 $351K 0.13% +200.0 +5.0% $83.58 -4.2%
18 ASTS AST SPACEMOBILE INC Technology 3,280.0 $291K 0.11% +220.0 +7.2% $88.86 -29.9%
19 VGT VANGUARD WORLD FD 2,308.0 $276K 0.10% +2K +666.8% $119.52 +1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 52.3%
Technology 27.8%
Industrials 3.9%
Consumer Cyclical 3.8%
Communication Services 3.7%
Energy 3.0%
Healthcare 2.7%
Consumer Defensive 2.7%