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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JFLI J P MORGAN EXCHANGE TRADED F 38,516.0 $1.9M 0.76% +16K +67.5% $50.17 +7.9%
42 WFC WELLS FARGO & CO Financial Services 22,559.0 $1.8M 0.71% NEW $79.61 -4.4%
43 JPIE J P MORGAN EXCHANGE TRADED F 37,416.0 $1.7M 0.68% -4K -9.3% $46.07 +0.1%
44 SHLD GLOBAL X FDS 24,200.0 $1.7M 0.68% +13K +117.6% $70.84 -4.1%
45 CGXU CAPITAL GROUP INTL FOCUS EQT 57,320.0 $1.7M 0.67% +2K +2.9% $29.49 +18.1%
46 GNMA ISHARES TR 37,144.0 $1.6M 0.65% +979.0 +2.7% $44.33 +0.1%
47 JVAL J P MORGAN EXCHANGE TRADED F 32,560.0 $1.6M 0.63% +2K +4.9% $48.86 +16.8%
48 CGCP CAPITAL GRP FIXED INCM ETF T 69,267.0 $1.5M 0.61% +4K +6.8% $22.34 +0.2%
49 USMV ISHARES TR 16,475.0 $1.5M 0.60% -702.0 -4.1% $92.74 +3.9%
50 EFG ISHARES TR 13,314.0 $1.5M 0.59% -3K -20.2% $111.37 +10.5%
51 VYM VANGUARD WHITEHALL FDS 9,734.0 $1.4M 0.57% +3K +38.6% $148.09 +6.9%
52 WMT WALMART INC Consumer Defensive 11,272.0 $1.4M 0.55% $124.28 -4.6%
53 BNDX VANGUARD CHARLOTTE FDS 29,070.0 $1.4M 0.55% +6K +24.7% $48.05 +0.4%
54 THRO BLACKROCK ETF TRUST 36,677.0 $1.3M 0.53% +2K +4.3% $36.22 +19.5%
55 VTEB VANGUARD MUN BD FDS 26,577.0 $1.3M 0.52% +2K +8.1% $49.89 +0.8%
56 GOOGL ALPHABET INC Communication Services 4,439.0 $1.3M 0.50% $287.55 +35.7%
57 QQQ INVESCO QQQ TR Financial Services 2,026.0 $1.2M 0.46% -30.0 -1.5% $577.25 +27.4%
58 IMTB ISHARES TR 24,784.0 $1.1M 0.43% $43.82 -0.3%
59 SPHQ INVESCO EXCHANGE TRADED FD T 14,213.0 $1.1M 0.42% -129.0 -0.9% $75.19 +13.6%
60 ANET ARISTA NETWORKS INC Technology 8,427.0 $1.0M 0.41% -73.0 -0.9% $122.78 +26.5%
Page 3 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%