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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES TR 44,013.0 $3.4M 1.25% -12K -21.6% $76.55 +8.4%
22 MBB ISHARES TR 33,659.0 $3.2M 1.19% -2K -5.2% $94.51 -1.9%
23 TLH ISHARES TR 31,082.0 $3.1M 1.16% -18K -37.0% $100.36 -3.7%
24 SCHZ SCHWAB STRATEGIC TR 129,547.0 $3.0M 1.12% -20K -13.1% $23.13 -2.0%
25 JIRE J P MORGAN EXCHANGE TRADED F 36,062.0 $3.0M 1.11% +589.0 +1.7% $82.49 +3.3%
26 JGRO J P MORGAN EXCHANGE TRADED F 30,153.0 $3.0M 1.11% -4K -11.1% $98.59 -4.0%
27 JEPI J P MORGAN EXCHANGE TRADED F 48,915.0 $2.8M 1.03% -2K -4.5% $56.48 +1.3%
28 CGMS CAPITAL GRP FIXED INCM ETF T 99,042.0 $2.7M 1.01% +3K +3.0% $27.33 -1.2%
29 AAPL APPLE INC Technology 9,198.0 $2.7M 0.99% +95.0 +1.0% $289.36 +10.6%
30 OEF ISHARES TR 7,224.0 $2.6M 0.98% -415.0 -5.4% $365.87 +4.5%
31 NVDA NVIDIA CORPORATION Technology 12,503.0 $2.5M 0.93% $200.11 +15.1%
32 GOVT ISHARES TR 106,638.0 $2.4M 0.91% -44K -29.1% $22.78 -1.9%
33 GLOF ISHARES TR 41,242.0 $2.4M 0.90% -2K -4.0% $58.81 +5.0%
34 EMGF ISHARES INC 31,902.0 $2.3M 0.87% -2K -7.1% $73.26 +0.5%
35 BND VANGUARD BD INDEX FDS 31,023.0 $2.3M 0.85% -2K -5.7% $73.41 -2.0%
36 JFLI J P MORGAN EXCHANGE TRADED F 40,345.0 $2.2M 0.82% +2K +4.8% $54.43 -0.9%
37 JMSI J P MORGAN EXCHANGE TRADED F 41,471.0 $2.1M 0.78% +35K +513.2% $50.44 -3.5%
38 IEF ISHARES TR 21,536.0 $2.0M 0.76% +15K +219.8% $94.57 -2.5%
39 JPIN J P MORGAN EXCHANGE TRADED F 27,770.0 $2.0M 0.75% -4K -13.2% $72.31 +7.4%
40 BINC BLACKROCK ETF TRUST II 37,298.0 $2.0M 0.73% -9K -18.7% $52.34 -1.3%
Page 2 of 7  ·  134 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%