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5T WEALTH, LLC 13F portfolio summary

5T WEALTH, LLC of 5T WEALTH, LLC has 124 current stock holdings with a reported portfolio value of $253.1M. The portfolio 1 year return is +16.48%. Top holdings include SPY (0.00%), GNMA (0.00%), JBND (0.00%), QQQ (0.00%), VBND (0.00%).

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5T WEALTH, LLC

5T WEALTH, LLC
Latest filing: 2026-03-31

5T WEALTH, LLC runs 5T WEALTH, LLC and currently holds 124 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $253.05M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. 5T WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, 5T WEALTH, LLC's portfolio at 5T WEALTH, LLC has delivered returns of +16.48%. Their 3-year annualized return is +16.21%. Looking at the 5-year horizon, 5T WEALTH, LLC has achieved +16.21% annualized returns at 5T WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.48%
#0/1000
3 Year
+16.21%
#0/1000
5 Year
+16.21%
#0/1000

Portfolio Value

$253.05M

Alpha Score

14.5

#0 of 1000

Holdings

124

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change