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5T WEALTH, LLC
5T WEALTH, LLC
Latest filing: 2026-06-30
5T WEALTH, LLC runs 5T WEALTH, LLC and currently holds 134 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $268.53M. Their top holdings are BBUS, IUSB, IVV, QUAL, JCPB. The top five represent 24.5% of reported portfolio weight. 5T WEALTH, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, 5T WEALTH, LLC initiated 1 new position. They added to 33 existing positions. They trimmed 62 positions. Their current best-performing preview position is TER with returns of +63.21%.
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134 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BBUS J P MORGAN EXCHANGE TRADED F | 6.65% | $110.62 | $138.12 | +24.86% | Added +1.98% |
 IUSB ISHARES TR | 6.40% | $45.32 | $45.43 | +0.24% | Added +3.35% |
 IVV ISHARES TR | 4.11% | $630.91 | $769.30 | +21.93% | Added +29.94% |
 QUAL ISHARES TR | 4.01% | $178.54 | $223.23 | +25.03% | Trimmed -16.46% |
 JCPB J P MORGAN EXCHANGE TRADED F | 3.36% | $46.73 | $46.16 | -1.23% | Added +1.19% |
 CGGR CAPITAL GROUP GROWTH ETF | 2.91% | $38.71 | $46.99 | +21.39% | Added +4.85% |
 DYNF BLACKROCK ETF TRUST | 2.60% | $52.90 | $69.07 | +30.57% | Trimmed -3.89% |
 IVE ISHARES TR | 2.54% | $194.46 | $237.18 | +21.97% | Trimmed -2.86% |
CO CORO BLACKROCK ETF TRUST | 2.22% | $32.15 | $37.15 | +15.55% | Trimmed -0.87% |
 JPST J P MORGAN EXCHANGE TRADED F | 2.18% | $50.63 | $50.53 | -0.21% | Trimmed -9.32% |
Showing 1-10 of 134