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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 VEU VANGUARD INTL EQUITY INDEX F 512,510.0 $42.9M 16.33% -16K -3.0% $83.75 +3.2%
2 EMXC ISHARES INC 87,341.0 $8.9M 3.40% -32K -27.1% $102.30 -1.2%
3 PAVE GLOBAL X FDS 146,296.0 $8.6M 3.28% -12K -7.7% $58.92 -6.4%
4 XLF SELECT SECTOR SPDR TR 143,561.0 $7.7M 2.93% -2K -1.2% $53.61 +8.4%
5 GLD SPDR GOLD TR Financial Services 18,994.0 $7.0M 2.66% -778.0 -3.9% $368.38 +10.4%
6 XLK SELECT SECTOR SPDR TR 36,552.0 $7.0M 2.65% -409.0 -1.1% $190.52 -1.7%
7 LQD ISHARES TR 52,363.0 $5.7M 2.17% -429.0 -0.8% $109.07 -3.3%
8 ITA ISHARES TR 22,526.0 $5.5M 2.08% -7K -23.2% $242.42 -6.9%
9 SMH VANECK ETF TRUST 7,294.0 $4.8M 1.82% -4K -33.7% $655.93 -13.6%
10 GOOGL ALPHABET INC Communication Services 2,500.0 $893K 0.34% -600.0 -19.4% $357.37 -5.3%
11 GOOG ALPHABET INC 2,160.0 $763K 0.29% -100.0 -4.4% $353.33
12 XOM EXXON MOBIL CORP Energy 3,931.0 $537K 0.20% -486.0 -11.0% $136.72 +16.6%
13 QQQ INVESCO QQQ TR Financial Services 371.0 $273K 0.10% -2.0 -0.5% $736.49 -2.4%

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%