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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO & CO Financial Services 23,123.0 $1.9M 0.71% +564.0 +2.5% $82.64 +8.9%
42 IAU ISHARES GOLD TR Financial Services 25,009.0 $1.9M 0.70% -4K -14.6% $75.51 +10.4%
43 GNMA ISHARES TR 42,360.0 $1.9M 0.70% +5K +14.0% $44.23 -1.9%
44 JGLO J P MORGAN EXCHANGE TRADED F 24,254.0 $1.7M 0.64% -7K -22.1% $71.22 +3.7%
45 IALT BLACKROCK ETF TRUST 61,505.0 $1.7M 0.64% NEW $28.05 +3.8%
46 JMUB J P MORGAN EXCHANGE TRADED F 33,934.0 $1.7M 0.64% -26K -43.5% $50.66 -3.3%
47 JVAL J P MORGAN EXCHANGE TRADED F 28,011.0 $1.6M 0.61% -5K -14.0% $58.64 +2.2%
48 BNDX VANGUARD CHARLOTTE FDS 33,815.0 $1.6M 0.61% +5K +16.3% $48.43 -2.0%
49 JPIE J P MORGAN EXCHANGE TRADED F 34,883.0 $1.6M 0.60% -3K -6.8% $46.05 -0.9%
50 GOOGL ALPHABET INC Communication Services 4,441.0 $1.6M 0.59% $357.52 -5.3%
51 CGCP CAPITAL GRP FIXED INCM ETF T 69,460.0 $1.5M 0.58% $22.29 -1.8%
52 VYM VANGUARD WHITEHALL FDS 9,710.0 $1.5M 0.57% $158.04 +3.9%
53 EFG ISHARES TR 12,317.0 $1.5M 0.57% -997.0 -7.5% $124.43 +0.1%
54 USMV ISHARES TR 15,869.0 $1.5M 0.57% -606.0 -3.7% $96.46 +4.5%
55 CGXU CAPITAL GROUP INTL FOCUS EQT 43,172.0 $1.5M 0.56% -14K -24.7% $34.62 +1.8%
56 ANET ARISTA NETWORKS INC Technology 8,385.0 $1.4M 0.53% $169.88 +14.1%
57 QQQ INVESCO QQQ TR Financial Services 1,900.0 $1.4M 0.52% -126.0 -6.2% $736.88 -2.4%
58 SPHQ INVESCO EXCHANGE TRADED FD T 14,539.0 $1.3M 0.49% +326.0 +2.3% $90.11 -5.3%
59 WMT WALMART INC Consumer Defensive 11,286.0 $1.3M 0.48% $113.28 -5.4%
60 VTEB VANGUARD MUN BD FDS 23,989.0 $1.2M 0.45% -3K -9.7% $50.58 -3.4%
Page 3 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%