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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 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 189,715.0 $8.9M 3.53% +20K +11.9% $47.08 -0.4%
2 IVV ISHARES TR 11,331.0 $7.4M 2.92% +571.0 +5.3% $653.19 +16.1%
3 J P MORGAN EXCHANGE TRADED F 127,710.0 $6.5M 2.55% +7K +5.8% $50.61
4 JMOM J P MORGAN EXCHANGE TRADED F 76,527.0 $5.2M 2.05% +9K +13.0% $67.92 +20.7%
5 TLH ISHARES TR 49,368.0 $5.0M 1.97% +3K +7.1% $100.72 -0.9%
6 AGG ISHARES TR 44,936.0 $4.5M 1.76% +3K +6.1% $99.27 -0.3%
7 BBIN J P MORGAN EXCHANGE TRADED F 60,349.0 $4.4M 1.74% +620.0 +1.0% $73.12 +7.6%
8 MTUM ISHARES TR 17,066.0 $4.1M 1.62% +1K +7.1% $239.99 +31.1%
9 SCHZ SCHWAB STRATEGIC TR 149,152.0 $3.5M 1.37% +28K +23.6% $23.22 -0.3%
10 GOVT ISHARES TR 150,426.0 $3.4M 1.36% +124K +478.1% $22.91 -0.7%
11 MBB ISHARES TR 35,490.0 $3.4M 1.33% +3K +9.3% $94.95 -0.3%
12 JMUB J P MORGAN EXCHANGE TRADED F 60,028.0 $3.0M 1.19% +2K +3.3% $49.99 +0.8%
13 JEPI J P MORGAN EXCHANGE TRADED F 51,193.0 $2.9M 1.15% +2K +4.8% $56.68 -0.8%
14 CGMS CAPITAL GRP FIXED INCM ETF T 96,200.0 $2.6M 1.03% +763.0 +0.8% $27.23 +1.3%
15 AAPL APPLE INC Technology 9,103.0 $2.3M 0.91% +235.0 +2.6% $253.79 +23.1%
16 GLOF ISHARES TR 42,969.0 $2.2M 0.89% +2K +4.0% $52.12 +14.1%
17 NVDA NVIDIA CORPORATION Technology 12,506.0 $2.2M 0.86% +178.0 +1.4% $174.41 +22.8%
18 JFLI J P MORGAN EXCHANGE TRADED F 38,516.0 $1.9M 0.76% +16K +67.5% $50.17 +7.9%
19 SHLD GLOBAL X FDS 24,200.0 $1.7M 0.68% +13K +117.6% $70.84 -4.1%
20 CGXU CAPITAL GROUP INTL FOCUS EQT 57,320.0 $1.7M 0.67% +2K +2.9% $29.49 +18.1%
Page 1 of 3  ·  55 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%