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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLC	SELECT SECTOR SPDR TR	—	3,007	$333K	0.13%	SOLD
2	VTV	VANGUARD INDEX FDS	—	1,477	$290K	0.12%	SOLD
3	DE	DEERE & CO	Industrials	439	$247K	0.10%	SOLD
4	IMCV	ISHARES TR	—	2,523	$214K	0.09%	SOLD
5	UBER	UBER TECHNOLOGIES INC	Technology	2,869	$206K	0.08%	SOLD

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%