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Portfolio (Quarterly) Guide ↗

5th Street Advisors, LLC

· CIK 0001911026
13F Portfolio $232M AUM 71 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 20 Added 17 Reduced 4 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEU VANGUARD INTL EQUITY INDEX F 528,196.0 $39.7M 17.09% +19K +3.6% $75.10 +11.7%
2 VTI VANGUARD INDEX FDS 61,439.0 $19.7M 8.49% +2K +3.3% $320.81 +15.8%
3 J P MORGAN EXCHANGE TRADED F 385,613.0 $18.2M 7.86% +18K +4.8% $47.30
4 TDTT FLEXSHARES TR 538,682.0 $13.1M 5.62% +30K +5.9% $24.24 +0.2%
5 VTV VANGUARD INDEX FDS 65,588.0 $12.9M 5.54% +3K +4.7% $196.20 +7.8%
6 EMXC ISHARES INC 119,782.0 $9.4M 4.06% +5K +4.5% $78.66 +28.4%
7 SPHY SPDR SERIES TRUST 380,088.0 $8.9M 3.82% +17K +4.6% $23.32 +0.7%
8 GLD SPDR GOLD TR Financial Services 19,772.0 $8.5M 3.67% -330.0 -1.6% $430.29 -4.0%
9 PAVE GLOBAL X FDS 158,430.0 $8.0M 3.47% +7K +4.4% $50.81 +11.1%
10 J P MORGAN EXCHANGE TRADED F 154,325.0 $7.8M 3.36% +6K +4.3% $50.61
11 EMLC VANECK ETF TRUST 297,113.0 $7.5M 3.21% NEW $25.11 +1.8%
12 XLF SELECT SECTOR SPDR TR 145,332.0 $7.2M 3.09% +6K +4.2% $49.37 +3.8%
13 AMLP ALPS ETF TR 135,983.0 $7.2M 3.08% +23K +20.7% $52.64 -0.4%
14 ITA ISHARES TR 29,320.0 $6.4M 2.76% +272.0 +0.9% $218.75 +7.5%
15 LQD ISHARES TR 52,792.0 $5.8M 2.48% -27K -33.4% $108.99 +0.2%
16 XLV SELECT SECTOR SPDR TR 37,393.0 $5.5M 2.36% +2K +4.5% $146.61 +2.8%
17 XLK SELECT SECTOR SPDR TR 36,961.0 $4.9M 2.12% +2K +4.9% $132.90 +40.6%
18 XLC SELECT SECTOR SPDR TR 43,035.0 $4.8M 2.06% -364.0 -0.8% $110.86 +5.0%
19 AAPL APPLE INC Technology 17,372.0 $4.4M 1.90% +869.0 +5.3% $253.79 +22.3%
20 SMH VANECK ETF TRUST 11,006.0 $4.2M 1.82% -244.0 -2.2% $383.40 +56.6%
Page 1 of 3  ·  52 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 56.0%
Technology 22.8%
Communication Services 6.3%
Energy 3.9%
Industrials 3.8%
Healthcare 2.4%
Consumer Defensive 2.4%
Consumer Cyclical 2.3%