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Portfolio (Quarterly) Guide ↗

5T Wealth, LLC

· CIK 0002039313
13F Portfolio $269M AUM 134 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 33 Added 71 Reduced 5 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BBUS J P MORGAN EXCHANGE TRADED F 132,571.0 $17.9M 6.65% +3K +2.0% $134.72 +3.2%
2 IUSB ISHARES TR 372,482.0 $17.2M 6.40% +12K +3.4% $46.15 -2.0%
3 IVV ISHARES TR 14,723.0 $11.0M 4.11% +3K +29.9% $748.96 +3.3%
4 JCPB J P MORGAN EXCHANGE TRADED F 191,967.0 $9.0M 3.36% +2K +1.2% $46.94 -2.1%
5 CGGR CAPITAL GROUP GROWTH ETF 165,300.0 $7.8M 2.90% +8K +4.8% $47.20 -0.0%
6 JIRE J P MORGAN EXCHANGE TRADED F 36,062.0 $3.0M 1.11% +589.0 +1.7% $82.49 +3.3%
7 CGMS CAPITAL GRP FIXED INCM ETF T 99,042.0 $2.7M 1.01% +3K +3.0% $27.33 -1.2%
8 AAPL APPLE INC Technology 9,198.0 $2.7M 0.99% +95.0 +1.0% $289.36 +10.6%
9 JFLI J P MORGAN EXCHANGE TRADED F 40,345.0 $2.2M 0.82% +2K +4.8% $54.43 -0.9%
10 JMSI J P MORGAN EXCHANGE TRADED F 41,471.0 $2.1M 0.78% +35K +513.2% $50.44 -3.5%
11 IEF ISHARES TR 21,536.0 $2.0M 0.76% +15K +219.8% $94.57 -2.5%
12 WFC WELLS FARGO & CO Financial Services 23,123.0 $1.9M 0.71% +564.0 +2.5% $82.64 +8.9%
13 GNMA ISHARES TR 42,360.0 $1.9M 0.70% +5K +14.0% $44.23 -1.9%
14 BNDX VANGUARD CHARLOTTE FDS 33,815.0 $1.6M 0.61% +5K +16.3% $48.43 -2.0%
15 SPHQ INVESCO EXCHANGE TRADED FD T 14,539.0 $1.3M 0.49% +326.0 +2.3% $90.11 -5.3%
16 TLT ISHARES TR 13,940.0 $1.2M 0.45% +9K +183.8% $86.42 -4.9%
17 HDEF DBX ETF TR 31,511.0 $1.0M 0.38% +1K +4.9% $32.14 +6.8%
18 COWZ PACER FDS TR 16,140.0 $1.0M 0.37% +786.0 +5.1% $62.20 +14.6%
19 BKDV BNY MELLON ETF TRUST II 28,190.0 $944K 0.35% +170.0 +0.6% $33.49 +3.9%
20 CLIP GLOBAL X FDS 8,996.0 $903K 0.34% +118.0 +1.3% $100.34 -0.2%
Page 1 of 2  ·  33 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
Technology 36.9%
Financial Services 29.9%
Communication Services 10.0%
Consumer Cyclical 6.2%
Consumer Defensive 5.4%
Energy 4.7%
Industrials 2.9%
Healthcare 2.9%
Basic Materials 1.1%