5T Wealth, LLC - Portfolio overview

5T Wealth, LLC has 139 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IUSB - ISHARES TR, 6.49%
2. BBUS - J P MORGAN EXCHANGE TRADED F, 5.94%
3. QUAL - ISHARES TR, 4.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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