Home › 5T Wealth, LLC

5T Wealth, LLC 13F holdings

Filed 2026-07-21 · 5T Wealth, LLC · 134 positions · $268.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
BBUSJ P MORGAN EXCHANGE TRADED F132.6K$17.9M6.7%
IUSBISHARES TR372.5K$17.2M6.4%
IVVISHARES TR14.7K$11.0M4.1%
QUALISHARES TR49.0K$10.8M4.0%
JCPBJ P MORGAN EXCHANGE TRADED F192.0K$9.0M3.4%
CGGRCAPITAL GROUP GROWTH ETF165.3K$7.8M2.9%
DYNFBLACKROCK ETF TRUST102.7K$7.0M2.6%
IVEISHARES TR30.0K$6.8M2.5%
JMOMJ P MORGAN EXCHANGE TRADED F76.5K$6.5M2.4%
COROBLACKROCK ETF TRUST162.6K$6.0M2.2%
JPSTJ P MORGAN EXCHANGE TRADED F115.8K$5.9M2.2%
AIQGLOBAL X FDS78.0K$5.1M1.9%
MTUMISHARES TR13.9K$4.7M1.8%
JAVAJ P MORGAN EXCHANGE TRADED F59.4K$4.7M1.8%
BBINJ P MORGAN EXCHANGE TRADED F59.1K$4.6M1.7%
AGGISHARES TR45.0K$4.5M1.7%
VYMIVANGUARD WHITEHALL FDS45.3K$4.4M1.7%
ACWIISHARES INC47.0K$3.9M1.5%
IVWISHARES TR27.1K$3.7M1.4%
JEMAJ P MORGAN EXCHANGE TRADED F53.1K$3.4M1.3%
EFVISHARES TR44.0K$3.4M1.3%
MBBISHARES TR33.7K$3.2M1.2%
TLHISHARES TR31.1K$3.1M1.2%
SCHZSCHWAB STRATEGIC TR129.5K$3.0M1.1%
JIREJ P MORGAN EXCHANGE TRADED F36.1K$3.0M1.1%
JGROJ P MORGAN EXCHANGE TRADED F30.2K$3.0M1.1%
JEPIJ P MORGAN EXCHANGE TRADED F48.9K$2.8M1.0%
CGMSCAPITAL GRP FIXED INCM ETF T99.0K$2.7M1.0%
AAPLAPPLE INC9.2K$2.7M1.0%
OEFISHARES TR7.2K$2.6M1.0%
NVDANVIDIA CORPORATION12.5K$2.5M0.9%
GOVTISHARES TR106.6K$2.4M0.9%
GLOFISHARES TR41.2K$2.4M0.9%
EMGFISHARES INC31.9K$2.3M0.9%
BNDVANGUARD BD INDEX FDS31.0K$2.3M0.8%
—J P MORGAN EXCHANGE TRADED F40.3K$2.2M0.8%
JMSIJ P MORGAN EXCHANGE TRADED F41.5K$2.1M0.8%
IEFISHARES TR21.5K$2.0M0.8%
JPINJ P MORGAN EXCHANGE TRADED F27.8K$2.0M0.7%
BINCBLACKROCK ETF TRUST II37.3K$2.0M0.7%
WFCWELLS FARGO & CO23.1K$1.9M0.7%
IAUISHARES GOLD TR25.0K$1.9M0.7%
GNMAISHARES TR42.4K$1.9M0.7%
JGLOJ P MORGAN EXCHANGE TRADED F24.3K$1.7M0.6%
IALTBLACKROCK ETF TRUST61.5K$1.7M0.6%
JMUBJ P MORGAN EXCHANGE TRADED F33.9K$1.7M0.6%
JVALJ P MORGAN EXCHANGE TRADED F28.0K$1.6M0.6%
BNDXVANGUARD CHARLOTTE FDS33.8K$1.6M0.6%
JPIEJ P MORGAN EXCHANGE TRADED F34.9K$1.6M0.6%
GOOGLALPHABET INC4.4K$1.6M0.6%
CGCPCAPITAL GRP FIXED INCM ETF T69.5K$1.5M0.6%
VYMVANGUARD WHITEHALL FDS9.7K$1.5M0.6%
EFGISHARES TR12.3K$1.5M0.6%
USMVISHARES TR15.9K$1.5M0.6%
CGXUCAPITAL GROUP INTL FOCUS EQT43.2K$1.5M0.6%
ANETARISTA NETWORKS INC8.4K$1.4M0.5%
QQQINVESCO QQQ TR1.9K$1.4M0.5%
SPHQINVESCO EXCHANGE TRADED FD T14.5K$1.3M0.5%
WMTWALMART INC11.3K$1.3M0.5%
VTEBVANGUARD MUN BD FDS24.0K$1.2M0.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}