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Portfolio (Quarterly) Guide ↗

5T Wealth, LLC

· CIK 0002039313
13F Portfolio $250M AUM 127 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 127 New
Page 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VYM VANGUARD WHITEHALL FDS 7,023.0 $1.0M 0.40% NEW $143.51 +10.3%
62 JPEF J P MORGAN EXCHANGE TRADED F 13,415.0 $1.0M 0.40% NEW $74.69 +5.4%
63 DNL WISDOMTREE TR 24,113.0 $994K 0.40% NEW $41.22 +9.8%
64 ITOT ISHARES TR 6,195.0 $921K 0.37% NEW $148.69 +8.2%
65 BLK BLACKROCK INC Financial Services 859.0 $921K 0.37% NEW $1071.71 -10.0%
66 AMZN AMAZON COM INC Consumer Cyclical 3,871.0 $894K 0.36% NEW $230.82 +0.8%
67 JEPQ J P MORGAN EXCHANGE TRADED F 14,788.0 $860K 0.34% NEW $58.12 +2.2%
68 IEV ISHARES TR 12,485.0 $856K 0.34% NEW $68.60 +4.6%
69 HDEF DBX ETF TR 27,602.0 $855K 0.34% NEW $30.99 +3.5%
70 JPEM J P MORGAN EXCHANGE TRADED F 13,021.0 $791K 0.32% NEW $60.73 +3.2%
71 SHLD GLOBAL X FDS 11,120.0 $720K 0.29% NEW $64.75 -9.8%
72 BKDV BNY MELLON ETF TRUST II 24,793.0 $720K 0.29% NEW $29.02 +15.2%
73 ICOW PACER FDS TR 17,866.0 $691K 0.28% NEW $38.68 +7.8%
74 GLOBAL X FDS 26,729.0 $655K 0.26% NEW $24.49
75 MSFT MICROSOFT CORP Technology 1,347.0 $651K 0.26% NEW $483.56 -22.9%
76 JBND J P MORGAN EXCHANGE TRADED F 11,946.0 $646K 0.26% NEW $54.07 -0.7%
77 COWZ PACER FDS TR 10,692.0 $643K 0.26% NEW $60.17 +4.7%
78 GOVT ISHARES TR 26,023.0 $599K 0.24% NEW $23.02 -0.7%
79 PSX PHILLIPS 66 Energy 4,631.0 $598K 0.24% NEW $129.03 +33.0%
80 FNDF SCHWAB STRATEGIC TR 13,119.0 $593K 0.24% NEW $45.21 +16.3%
Page 4 of 7  ·  127 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 37.7%
Financial Services 31.2%
Communication Services 11.8%
Consumer Cyclical 6.2%
Consumer Defensive 5.2%
Industrials 3.3%
Energy 2.5%
Basic Materials 1.1%
Healthcare 0.9%