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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PSX PHILLIPS 66 Energy 4,574.0 $773K 0.29% -47.0 -1.0% $169.03 +50.9%
82 CGUI CAPITAL GRP FIXED INCM ETF T 30,500.0 $771K 0.29% -5K -13.1% $25.28 +0.1%
83 MUB ISHARES TR 6,344.0 $683K 0.25% +987.0 +18.4% $107.62 -3.3%
84 HEFA ISHARES TR 14,278.0 $670K 0.25% +899.0 +6.7% $46.93 +0.9%
85 IGM ISHARES TR 4,064.0 $665K 0.25% -164.0 -3.9% $163.58 -1.1%
86 MSFT MICROSOFT CORP Technology 1,705.0 $636K 0.24% -272.0 -13.8% $373.07 +33.9%
87 J P MORGAN EXCHANGE TRADED F 8,610.0 $622K 0.23% $72.28
88 JPEM J P MORGAN EXCHANGE TRADED F 9,641.0 $605K 0.23% -4K -27.3% $62.78 +7.1%
89 VWO VANGUARD INTL EQUITY INDEX F 10,060.0 $600K 0.22% +103.0 +1.0% $59.69 +2.9%
90 JADE J P MORGAN EXCHANGE TRADED F 7,443.0 $596K 0.22% +197.0 +2.7% $80.13 +1.7%
91 IMTB ISHARES TR 13,631.0 $594K 0.22% -11K -45.0% $43.61 -2.0%
92 JPMB J P MORGAN EXCHANGE TRADED F 14,297.0 $576K 0.21% +378.0 +2.7% $40.31 -2.0%
93 SPY STATE STR SPDR S&P 500 ETF T Financial Services 695.0 $519K 0.19% $746.77 +3.1%
94 EMXC ISHARES INC 4,937.0 $505K 0.19% -95.0 -1.9% $102.30 -1.2%
95 GOOG ALPHABET INC 1,348.0 $476K 0.18% +24.0 +1.8% $353.33
96 VWOB VANGUARD WHITEHALL FDS 6,942.0 $467K 0.17% -385.0 -5.2% $67.24 -2.3%
97 XLK SELECT SECTOR SPDR TR 2,425.0 $462K 0.17% -30.0 -1.2% $190.53 -1.7%
98 ETN EATON CORP PLC Industrials 1,076.0 $459K 0.17% $426.75 -3.7%
99 RL RALPH LAUREN CORP Consumer Cyclical 1,090.0 $438K 0.16% $401.40 -12.5%
100 AVGO BROADCOM INC Technology 1,114.0 $421K 0.16% +11.0 +1.0% $377.75 -5.3%
Page 5 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%