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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IALT BLACKROCK ETF TRUST 61,505.0 $1.7M 0.64% NEW $28.05 +3.8%
2 XAR SPDR SERIES TRUST 869.0 $247K 0.09% NEW $283.79 -10.9%
3 ILCG ISHARES TR 2,091.0 $245K 0.09% NEW $117.02 -1.2%
4 GE GE AEROSPACE Industrials 633.0 $237K 0.09% NEW $373.73 -9.8%
5 MU MICRON TECHNOLOGY INC Technology 204.0 $235K 0.09% NEW $1154.28 -11.9%
6 BLACKROCK ETF TRUST 8,296.0 $232K 0.09% NEW $27.95
7 AMAT APPLIED MATLS INC Technology 318.0 $230K 0.09% NEW $723.00 -37.1%
8 BERKSHIRE HATHAWAY INC DEL 433.0 $217K 0.08% NEW $500.39
9 AMD ADVANCED MICRO DEVICES INC Technology 372.0 $216K 0.08% NEW $580.91 -17.8%
10 LRCX LAM RESEARCH CORP Technology 482.0 $209K 0.08% NEW $433.33 -29.0%

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%