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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 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QUAL ISHARES TR 49,025.0 $10.8M 4.01% -10K -16.5% $219.43 +1.4%
2 DYNF BLACKROCK ETF TRUST 102,745.0 $7.0M 2.60% -4K -3.9% $68.01 +3.0%
3 IVE ISHARES TR 30,036.0 $6.8M 2.54% -884.0 -2.9% $227.06 +4.3%
4 BLACKROCK ETF TRUST 162,580.0 $6.0M 2.22% -1K -0.9% $36.60
5 J P MORGAN EXCHANGE TRADED F 115,809.0 $5.9M 2.18% -12K -9.3% $50.57
6 AIQ GLOBAL X FDS 78,048.0 $5.1M 1.91% -6K -7.1% $65.61 -2.0%
7 MTUM ISHARES TR 13,854.0 $4.7M 1.77% -3K -18.8% $342.85 -11.1%
8 JAVA J P MORGAN EXCHANGE TRADED F 59,413.0 $4.7M 1.76% -2K -3.3% $79.41 +4.3%
9 BBIN J P MORGAN EXCHANGE TRADED F 59,060.0 $4.6M 1.72% -1K -2.1% $78.08 +4.3%
10 VYMI VANGUARD WHITEHALL FDS 45,285.0 $4.4M 1.66% -2K -5.0% $98.20 +9.0%
11 IEMG ISHARES INC 47,034.0 $3.9M 1.45% -13K -21.9% $82.84 +1.0%
12 IVW ISHARES TR 27,100.0 $3.7M 1.39% -2K -6.9% $137.53 +2.2%
13 JEMA J P MORGAN EXCHANGE TRADED F 53,074.0 $3.4M 1.26% -2K -3.0% $63.88 -0.2%
14 EFV ISHARES TR 44,013.0 $3.4M 1.25% -12K -21.6% $76.55 +8.4%
15 MBB ISHARES TR 33,659.0 $3.2M 1.19% -2K -5.2% $94.51 -1.9%
16 TLH ISHARES TR 31,082.0 $3.1M 1.16% -18K -37.0% $100.36 -3.7%
17 SCHZ SCHWAB STRATEGIC TR 129,547.0 $3.0M 1.12% -20K -13.1% $23.13 -2.0%
18 JGRO J P MORGAN EXCHANGE TRADED F 30,153.0 $3.0M 1.11% -4K -11.1% $98.59 -4.0%
19 JEPI J P MORGAN EXCHANGE TRADED F 48,915.0 $2.8M 1.03% -2K -4.5% $56.48 +1.3%
20 OEF ISHARES TR 7,224.0 $2.6M 0.98% -415.0 -5.4% $365.87 +4.5%
Page 1 of 4  ·  71 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%