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Portfolio (Quarterly) Guide ↗

5T Wealth, LLC

· CIK 0002039313
13F Portfolio $253M AUM 129 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 55 Added 47 Reduced 9 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MUB ISHARES TR 5,357.0 $569K 0.23% +2K +82.7% $106.15 +1.4%
42 JPMB J P MORGAN EXCHANGE TRADED F 13,919.0 $546K 0.22% +7K +95.5% $39.25 +2.6%
43 VWO VANGUARD INTL EQUITY INDEX F 9,957.0 $538K 0.21% +56.0 +0.6% $54.05 +8.4%
44 IGM ISHARES TR 4,228.0 $501K 0.20% +79.0 +1.9% $118.51 +31.5%
45 HYG ISHARES TR 6,268.0 $499K 0.20% +378.0 +6.4% $79.56 +0.3%
46 JADE J P MORGAN EXCHANGE TRADED F 7,246.0 $480K 0.19% +2K +29.9% $66.28 +18.4%
47 BBAG J P MORGAN EXCHANGE TRADED F 9,346.0 $431K 0.17% +342.0 +3.8% $46.16 -0.1%
48 VBND ETF SER SOLUTIONS 9,818.0 $426K 0.17% +1K +16.6% $43.39 +0.9%
49 GOOG ALPHABET INC Communication Services 1,324.0 $380K 0.15% +24.0 +1.9% $286.86 +16.7%
50 RL RALPH LAUREN CORP Consumer Cyclical 1,089.0 $375K 0.15% +25.0 +2.4% $343.99 +19.5%
51 AVGO BROADCOM INC Technology 1,103.0 $341K 0.14% +73.0 +7.1% $309.51 +17.9%
52 AEM AGNICO EAGLE MINES LTD Basic Materials 1,653.0 $336K 0.13% +45.0 +2.8% $202.98 -22.5%
53 C CITIGROUP INC Financial Services 2,151.0 $244K 0.10% +42.0 +2.0% $113.41 +25.0%
54 LLY ELI LILLY & CO Healthcare 227.0 $209K 0.08% +24.0 +11.8% $919.77 +31.4%
55 GENELUX CORPORATION 19,701.0 $48K 0.02% +2K +9.4% $2.42
Page 3 of 3  ·  55 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 32.7%
Technology 31.6%
Communication Services 11.4%
Consumer Defensive 6.3%
Consumer Cyclical 5.8%
Energy 5.6%
Industrials 2.8%
Healthcare 2.2%
Basic Materials 1.5%