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Portfolio (Quarterly) Guide ↗

5T Wealth, LLC

· CIK 0002039313
13F Portfolio $253M AUM 129 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 55 Added 47 Reduced 9 Exited
Page 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GOOG ALPHABET INC Communication Services 1,324.0 $380K 0.15% +24.0 +1.9% $286.86 +16.7%
102 RL RALPH LAUREN CORP Consumer Cyclical 1,089.0 $375K 0.15% +25.0 +2.4% $343.99 +19.5%
103 QHY WISDOMTREE TR 7,902.0 $360K 0.14% $45.54 +0.5%
104 GBF ISHARES TR 3,449.0 $359K 0.14% -95.0 -2.7% $104.18 -0.1%
105 AVGO BROADCOM INC Technology 1,103.0 $341K 0.14% +73.0 +7.1% $309.51 +17.9%
106 JMSI J P MORGAN EXCHANGE TRADED F 6,763.0 $336K 0.13% NEW $49.75 +1.2%
107 AEM AGNICO EAGLE MINES LTD Basic Materials 1,653.0 $336K 0.13% +45.0 +2.8% $202.98 -22.5%
108 XLC SELECT SECTOR SPDR TR 3,007.0 $333K 0.13% NEW $110.87 -4.3%
109 XLK SELECT SECTOR SPDR TR 2,455.0 $326K 0.13% NEW $132.90 +36.1%
110 EEM ISHARES TR 5,666.0 $322K 0.13% -319.0 -5.3% $56.79 +18.3%
111 GLOBAL X FDS 13,629.0 $320K 0.13% -13K -49.0% $23.49
112 EMB ISHARES TR 3,339.0 $314K 0.12% -8K -71.0% $93.93 +2.8%
113 ESGU ISHARES TR 2,214.0 $313K 0.12% -1K -35.9% $141.43 +13.3%
114 SCHB SCHWAB STRATEGIC TR 12,152.0 $305K 0.12% -306.0 -2.5% $25.10 +12.9%
115 HYDB ISHARES TR 6,325.0 $294K 0.12% -3K -35.3% $46.52 +0.4%
116 IVLU ISHARES TR 7,374.0 $293K 0.12% -73.0 -1.0% $39.68 +4.9%
117 VTV VANGUARD INDEX FDS 1,477.0 $290K 0.12% $196.20 +11.3%
118 JNJ JOHNSON & JOHNSON Healthcare 1,164.0 $285K 0.11% NEW $244.44 +4.2%
119 IYW ISHARES TR 1,496.0 $271K 0.11% -639.0 -29.9% $181.45 +32.1%
120 TER TERADYNE INC Technology 835.0 $248K 0.10% NEW $296.46 +47.4%
Page 6 of 7  ·  129 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
Financial Services 32.7%
Technology 31.6%
Communication Services 11.4%
Consumer Defensive 6.3%
Consumer Cyclical 5.8%
Energy 5.6%
Industrials 2.8%
Healthcare 2.2%
Basic Materials 1.5%