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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBAG J P MORGAN EXCHANGE TRADED F 9,067.0 $417K 0.15% -279.0 -3.0% $45.95 -2.2%
102 JNJ JOHNSON & JOHNSON Healthcare 1,515.0 $385K 0.14% +351.0 +30.1% $253.97 +8.4%
103 IYW ISHARES TR 1,496.0 $377K 0.14% $252.26 +0.4%
104 HYG ISHARES TR 4,708.0 $377K 0.14% -2K -24.9% $79.97 -1.0%
105 VBND ETF SER SOLUTIONS 8,309.0 $363K 0.14% -2K -15.4% $43.63 -1.7%
106 ESGU ISHARES TR 2,214.0 $362K 0.14% $163.67 +3.1%
107 QHY WISDOMTREE TR 7,768.0 $356K 0.13% -134.0 -1.7% $45.81 -0.5%
108 XLE SELECT SECTOR SPDR TR 6,696.0 $356K 0.13% -2K -19.1% $53.11 +20.6%
109 CVX CHEVRON CORPORATION Energy 2,084.0 $345K 0.13% +101.0 +5.1% $165.76 +25.8%
110 GLOBAL X FDS 13,622.0 $311K 0.12% $22.84
111 EEM ISHARES TR 4,416.0 $302K 0.11% -1K -22.1% $68.41 +0.4%
112 C CITIGROUP INC Financial Services 2,145.0 $300K 0.11% $139.96 -1.6%
113 GBF ISHARES TR 2,885.0 $300K 0.11% -564.0 -16.4% $103.84 -1.7%
114 LLY ELI LILLY & CO Healthcare 245.0 $294K 0.11% +18.0 +7.9% $1199.42 -4.3%
115 SCHB SCHWAB STRATEGIC TR 10,124.0 $293K 0.11% -2K -16.7% $28.96 +2.7%
116 VLUE ISHARES TR 1,420.0 $284K 0.11% $199.81 +2.9%
117 EMB ISHARES TR 2,920.0 $282K 0.10% -419.0 -12.6% $96.44 -2.0%
118 IVLU ISHARES TR 6,563.0 $274K 0.10% -811.0 -11.0% $41.82 +7.5%
119 BAC BANK OF AMER CORP Financial Services 4,661.0 $266K 0.10% $56.98 +10.0%
120 AEM AGNICO EAGLE MINES LTD Basic Materials 1,608.0 $249K 0.09% -45.0 -2.7% $155.13 +32.0%
Page 6 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%