account_balance
Investment manager · 13F filer · SEC CIK 2039313
5T Wealth, LLC
Reported value$269Mas of Jun 30, 2026
Positions134 10 new, 5 sold out
Top 10 weight37.2%BBUS alone is 7%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BBUSJ P Morgan Exchange Traded F
6.7%
IUSBiShares Tr
6.4%Added +3%
IVViShares Tr
4.1%Added +30%
QUALiShares Tr
4.0%Trimmed −16%
JCPBJ P Morgan Exchange Traded F
3.4%
CGGRCapital Group Growth ETF
2.9%Added +5%
DYNFBlackRock ETF Trust
2.6%Trimmed −4%
IVEiShares Tr
2.5%Trimmed −3%
JMOMJ P Morgan Exchange Traded F
2.4%
COROBlackRock ETF Trust
2.2%
JPSTJ P Morgan Exchange Traded F
2.2%Trimmed −9%
AIQGlobal X FDS
1.9%Trimmed −7%
BBUSJ P Morgan Exchange Traded F
6.7%
IUSBiShares Tr
6.4%Added +3%
IVViShares Tr
4.1%Added +30%
QUALiShares Tr
4.0%Trimmed −16%
JCPBJ P Morgan Exchange Traded F
3.4%
CGGRCapital Group Growth ETF
2.9%
DYNFBlackRock ETF Trust
2.6%
IVEiShares Tr
2.5%
JMOMJ P Morgan Exchange Traded F
2.4%
CORO
JPST
AIQ1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BBUS J P Morgan Exchange Traded F 6.7% Held
IUSB iShares Tr 6.4% Added +3%
IVV iShares Tr 4.1% Added +30%
QUAL iShares Tr 4.0% Trimmed −16%
JCPB J P Morgan Exchange Traded F 3.4% Held
CGGR Capital Group Growth ETF 2.9% Added +5%
DYNF BlackRock ETF Trust 2.6% Trimmed −4%
IVE iShares Tr 2.5% Trimmed −3%
JMOM J P Morgan Exchange Traded F 2.4% Held
CORO BlackRock ETF Trust 2.2% Held
JPST J P Morgan Exchange Traded F 2.2% Trimmed −9%
AIQ Global X FDS 1.9% Trimmed −7%
What changed
Biggest moves since Mar 31, 2026
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