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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWB ISHARES TR 2,519.0 $1.0M 0.38% -258.0 -9.3% $409.50 +2.9%
42 BBHY J P MORGAN EXCHANGE TRADED F 22,298.0 $1.0M 0.38% -204.0 -0.9% $46.10 -1.3%
43 JPEF J P MORGAN EXCHANGE TRADED F 12,092.0 $971K 0.36% -754.0 -5.9% $80.33 +1.4%
44 ITOT ISHARES TR 5,549.0 $912K 0.34% -779.0 -12.3% $164.27 +2.7%
45 IEV ISHARES TR 11,251.0 $820K 0.30% -494.0 -4.2% $72.85 +3.0%
46 BLK BLACKROCK INC Financial Services 845.0 $814K 0.30% -12.0 -1.4% $963.22 +16.5%
47 JEPQ J P MORGAN EXCHANGE TRADED F 12,723.0 $782K 0.29% -1K -9.4% $61.46 -2.6%
48 META META PLATFORMS INC Communication Services 1,377.0 $777K 0.29% -176.0 -11.3% $564.01 +9.4%
49 PSX PHILLIPS 66 Energy 4,574.0 $773K 0.29% -47.0 -1.0% $169.03 +50.9%
50 CGUI CAPITAL GRP FIXED INCM ETF T 30,500.0 $771K 0.29% -5K -13.1% $25.28 +0.1%
51 IGM ISHARES TR 4,064.0 $665K 0.25% -164.0 -3.9% $163.58 -1.1%
52 MSFT MICROSOFT CORP Technology 1,705.0 $636K 0.24% -272.0 -13.8% $373.07 +33.9%
53 JPEM J P MORGAN EXCHANGE TRADED F 9,641.0 $605K 0.23% -4K -27.3% $62.78 +7.1%
54 IMTB ISHARES TR 13,631.0 $594K 0.22% -11K -45.0% $43.61 -2.0%
55 EMXC ISHARES INC 4,937.0 $505K 0.19% -95.0 -1.9% $102.30 -1.2%
56 VWOB VANGUARD WHITEHALL FDS 6,942.0 $467K 0.17% -385.0 -5.2% $67.24 -2.3%
57 XLK SELECT SECTOR SPDR TR 2,425.0 $462K 0.17% -30.0 -1.2% $190.53 -1.7%
58 BBAG J P MORGAN EXCHANGE TRADED F 9,067.0 $417K 0.15% -279.0 -3.0% $45.95 -2.2%
59 HYG ISHARES TR 4,708.0 $377K 0.14% -2K -24.9% $79.97 -1.0%
60 VBND ETF SER SOLUTIONS 8,309.0 $363K 0.14% -2K -15.4% $43.63 -1.7%
Page 3 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%