5T Wealth, LLC
5T Wealth, LLC reported 134 positions worth $268.5M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: BBUS (6.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BBUS | SH | $17.9M | 6.65% | 132,571 | — | — | |
| ▸ 2 | IUSB | SH | $17.2M | 6.40% | 372,482 | — | — | |
| ▸ 3 | IVV | SH | $11.0M | 4.11% | 14,723 | — | — | |
| ▸ 4 | QUAL | SH | $10.8M | 4.01% | 49,025 | — | — | |
| ▸ 5 | JCPB | SH | $9.0M | 3.36% | 191,967 | — | — | |
| ▸ 6 | CGGR | SH | $7.8M | 2.91% | 165,300 | — | — | |
| ▸ 7 | DYNF | SH | $7.0M | 2.60% | 102,745 | — | — | |
| ▸ 8 | IVE | SH | $6.8M | 2.54% | 30,036 | — | — | |
| ▸ 9 | JMOM | SH | $6.5M | 2.43% | 76,463 | — | — | |
| ▸ 10 | CORO | SH | $6.0M | 2.22% | 162,580 | — | — |
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Frequently Asked Questions
What stocks does 5T Wealth, LLC hold as of Q2 2026?
5T Wealth, LLC reported 134 positions worth $268.5M in its Q2 2026 13F filing. Largest positions: BBUS (6.7%), IUSB (6.4%), IVV (4.1%), QUAL (4.0%) and JCPB (3.4%).
What did 5T Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 5T Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.