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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QHY WISDOMTREE TR 7,768.0 $356K 0.13% -134.0 -1.7% $45.81 -0.5%
62 XLE SELECT SECTOR SPDR TR 6,696.0 $356K 0.13% -2K -19.1% $53.11 +20.6%
63 EEM ISHARES TR 4,416.0 $302K 0.11% -1K -22.1% $68.41 +0.4%
64 GBF ISHARES TR 2,885.0 $300K 0.11% -564.0 -16.4% $103.84 -1.7%
65 SCHB SCHWAB STRATEGIC TR 10,124.0 $293K 0.11% -2K -16.7% $28.96 +2.7%
66 EMB ISHARES TR 2,920.0 $282K 0.10% -419.0 -12.6% $96.44 -2.0%
67 IVLU ISHARES TR 6,563.0 $274K 0.10% -811.0 -11.0% $41.82 +7.5%
68 AEM AGNICO EAGLE MINES LTD Basic Materials 1,608.0 $249K 0.09% -45.0 -2.7% $155.13 +32.0%
69 HYDB ISHARES TR 5,051.0 $236K 0.09% -1K -20.1% $46.77 -1.1%
70 FNDF SCHWAB STRATEGIC TR 4,461.0 $235K 0.09% -9K -66.0% $52.76 +6.7%
71 TER TERADYNE INC Technology 420.0 $203K 0.08% -415.0 -49.7% $483.84 -26.2%
Page 4 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%