5T Wealth, LLC: 13F holdings
CIK 20393132026Q2
| Positions | 134 |
|---|
| Reported value | $268.5m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 134 (+5 vs prior quarter) |
|---|
| Reported value | $268.5m (+6.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BBUS J P MORGAN EXCHANGE TRADED F | 132,571 | $17.9m | 6.7% |
| IUSB ISHARES TR | 372,482 | $17.2m | 6.4% |
| IVV ISHARES TR | 14,723 | $11.0m | 4.1% |
| QUAL ISHARES TR | 49,025 | $10.8m | 4.0% |
| JCPB J P MORGAN EXCHANGE TRADED F | 191,967 | $9.0m | 3.4% |
| CGGR CAPITAL GROUP GROWTH ETF | 165,300 | $7.8m | 2.9% |
| DYNF BLACKROCK ETF TRUST | 102,745 | $7.0m | 2.6% |
| IVE ISHARES TR | 30,036 | $6.8m | 2.5% |
| JMOM J P MORGAN EXCHANGE TRADED F | 76,463 | $6.5m | 2.4% |
| CORO BLACKROCK ETF TRUST | 162,580 | $6.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2039313")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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