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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
Page 1 of 3  ·  56 positions
# 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 VTI VANGUARD INDEX FDS 61,419.0 $22.7M 8.64% $370.04 +2.6%
3 J P MORGAN EXCHANGE TRADED F 396,649.0 $18.7M 7.11% +11K +2.9% $47.15
4 TDTT FLEXSHARES TR 751,610.0 $18.0M 6.84% +213K +39.5% $23.91 -1.5%
5 VTV VANGUARD INDEX FDS 65,391.0 $14.3M 5.42% $217.93 +3.9%
6 SPHY SPDR SERIES TRUST 495,546.0 $11.6M 4.42% +115K +30.4% $23.44 -1.2%
7 EMLC VANECK ETF TRUST 454,085.0 $11.6M 4.42% +157K +52.8% $25.56 +0.3%
8 J P MORGAN EXCHANGE TRADED F 222,536.0 $11.3M 4.28% +68K +44.2% $50.57
9 EMXC ISHARES INC 87,341.0 $8.9M 3.40% -32K -27.1% $102.30 -1.2%
10 PAVE GLOBAL X FDS 146,296.0 $8.6M 3.28% -12K -7.7% $58.92 -6.4%
11 XLF SELECT SECTOR SPDR TR 143,561.0 $7.7M 2.93% -2K -1.2% $53.61 +8.4%
12 AMLP ALPS ETF TR 140,877.0 $7.3M 2.78% +5K +3.6% $51.85 +7.5%
13 GLD SPDR GOLD TR Financial Services 18,994.0 $7.0M 2.66% -778.0 -3.9% $368.38 +10.4%
14 XLK SELECT SECTOR SPDR TR 36,552.0 $7.0M 2.65% -409.0 -1.1% $190.52 -1.7%
15 XLV SELECT SECTOR SPDR TR 40,203.0 $6.4M 2.43% +3K +7.5% $158.66 +8.1%
16 LQD ISHARES TR 52,363.0 $5.7M 2.17% -429.0 -0.8% $109.07 -3.3%
17 ITA ISHARES TR 22,526.0 $5.5M 2.08% -7K -23.2% $242.42 -6.9%
18 SPBO SPDR SERIES TRUST 178,166.0 $5.2M 1.97% +60K +50.9% $29.04 -2.7%
19 AAPL APPLE INC Technology 17,311.0 $5.0M 1.91% $289.36 +10.6%
20 SMH VANECK ETF TRUST 7,294.0 $4.8M 1.82% -4K -33.7% $655.93 -13.6%
Page 1 of 3  ·  56 positions

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%