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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ILCG ISHARES TR 2,051.0 $213K 0.09% NEW $104.04 +8.0%
122 DE DEERE & CO Industrials 448.0 $209K 0.08% NEW $465.57 +31.7%
123 IMCV ISHARES TR 2,523.0 $208K 0.08% NEW $82.34 +11.9%
124 DIAL COLUMBIA ETF TR I 10,986.0 $202K 0.08% NEW $18.35 -0.8%
125 GE GE AEROSPACE Industrials 653.0 $201K 0.08% NEW $308.03 +19.8%
126 GBDC GOLUB CAP BDC INC Financial Services 13,145.0 $178K 0.07% NEW $13.57 -7.2%
127 GENELUX CORPORATION 18,001.0 $78K 0.03% NEW $4.36
Page 7 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%