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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 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOVT ISHARES TR 106,638.0 $2.4M 0.91% -44K -29.1% $22.78 -1.9%
22 GLOF ISHARES TR 41,242.0 $2.4M 0.90% -2K -4.0% $58.81 +5.0%
23 EMGF ISHARES INC 31,902.0 $2.3M 0.87% -2K -7.1% $73.26 +0.5%
24 BND VANGUARD BD INDEX FDS 31,023.0 $2.3M 0.85% -2K -5.7% $73.41 -2.0%
25 JPIN J P MORGAN EXCHANGE TRADED F 27,770.0 $2.0M 0.75% -4K -13.2% $72.31 +7.4%
26 BINC BLACKROCK ETF TRUST II 37,298.0 $2.0M 0.73% -9K -18.7% $52.34 -1.3%
27 IAU ISHARES GOLD TR Financial Services 25,009.0 $1.9M 0.70% -4K -14.6% $75.51 +10.4%
28 JGLO J P MORGAN EXCHANGE TRADED F 24,254.0 $1.7M 0.64% -7K -22.1% $71.22 +3.7%
29 JMUB J P MORGAN EXCHANGE TRADED F 33,934.0 $1.7M 0.64% -26K -43.5% $50.66 -3.3%
30 JVAL J P MORGAN EXCHANGE TRADED F 28,011.0 $1.6M 0.61% -5K -14.0% $58.64 +2.2%
31 JPIE J P MORGAN EXCHANGE TRADED F 34,883.0 $1.6M 0.60% -3K -6.8% $46.05 -0.9%
32 EFG ISHARES TR 12,317.0 $1.5M 0.57% -997.0 -7.5% $124.43 +0.1%
33 USMV ISHARES TR 15,869.0 $1.5M 0.57% -606.0 -3.7% $96.46 +4.5%
34 CGXU CAPITAL GROUP INTL FOCUS EQT 43,172.0 $1.5M 0.56% -14K -24.7% $34.62 +1.8%
35 QQQ INVESCO QQQ TR Financial Services 1,900.0 $1.4M 0.52% -126.0 -6.2% $736.88 -2.4%
36 VTEB VANGUARD MUN BD FDS 23,989.0 $1.2M 0.45% -3K -9.7% $50.58 -3.4%
37 SHLD GLOBAL X FDS 19,360.0 $1.2M 0.43% -5K -20.0% $59.71 +5.5%
38 DNL WISDOMTREE TR 24,083.0 $1.1M 0.41% -639.0 -2.6% $46.18 +0.2%
39 BLCR BLACKROCK ETF TRUST 21,673.0 $1.1M 0.41% -2K -7.9% $50.37 -1.0%
40 THRO BLACKROCK ETF TRUST 24,360.0 $1.1M 0.39% -12K -33.6% $43.11 +2.2%
Page 2 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%