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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TLT ISHARES TR 13,940.0 $1.2M 0.45% +9K +183.8% $86.42 -4.9%
62 SHLD GLOBAL X FDS 19,360.0 $1.2M 0.43% -5K -20.0% $59.71 +5.5%
63 DNL WISDOMTREE TR 24,083.0 $1.1M 0.41% -639.0 -2.6% $46.18 +0.2%
64 BLCR BLACKROCK ETF TRUST 21,673.0 $1.1M 0.41% -2K -7.9% $50.37 -1.0%
65 THRO BLACKROCK ETF TRUST 24,360.0 $1.1M 0.39% -12K -33.6% $43.11 +2.2%
66 AMZN AMAZON COM INC Consumer Cyclical 4,375.0 $1.0M 0.39% $238.34 +8.5%
67 IWB ISHARES TR 2,519.0 $1.0M 0.38% -258.0 -9.3% $409.50 +2.9%
68 BBHY J P MORGAN EXCHANGE TRADED F 22,298.0 $1.0M 0.38% -204.0 -0.9% $46.10 -1.3%
69 HDEF DBX ETF TR 31,511.0 $1.0M 0.38% +1K +4.9% $32.14 +6.8%
70 COWZ PACER FDS TR 16,140.0 $1.0M 0.37% +786.0 +5.1% $62.20 +14.6%
71 JPEF J P MORGAN EXCHANGE TRADED F 12,092.0 $971K 0.36% -754.0 -5.9% $80.33 +1.4%
72 BKDV BNY MELLON ETF TRUST II 28,190.0 $944K 0.35% +170.0 +0.6% $33.49 +3.9%
73 ITOT ISHARES TR 5,549.0 $912K 0.34% -779.0 -12.3% $164.27 +2.7%
74 CLIP GLOBAL X FDS 8,996.0 $903K 0.34% +118.0 +1.3% $100.34 -0.2%
75 JBND J P MORGAN EXCHANGE TRADED F 16,276.0 $871K 0.32% +8K +101.9% $53.50 -2.1%
76 IEV ISHARES TR 11,251.0 $820K 0.30% -494.0 -4.2% $72.85 +3.0%
77 BLK BLACKROCK INC Financial Services 845.0 $814K 0.30% -12.0 -1.4% $963.22 +16.5%
78 ICOW PACER FDS TR 18,908.0 $787K 0.29% $41.63 +7.1%
79 JEPQ J P MORGAN EXCHANGE TRADED F 12,723.0 $782K 0.29% -1K -9.4% $61.46 -2.6%
80 META META PLATFORMS INC Communication Services 1,377.0 $777K 0.29% -176.0 -11.3% $564.01 +9.4%
Page 4 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%