StockDriftsStockDriftsTop 50 5T Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 6.65% | 132.6K | $17.9M | +1.98%(+2.57K) | $108.51(+28.61%) | 2026-06-30 | |
| IUSB | ISHARES TR | 6.4% | 372.5K | $17.2M | +3.35%(+12.08K) | $46.18(-1.58%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.11% | 14.7K | $11.0M | +29.94%(+3.39K) | $613.42(+26.72%) | 2026-06-30 | |
| QUAL | ISHARES TR | 4.01% | 49.0K | $10.8M | -16.46%(-9.66K) | $178.75(+26.58%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3.36% | 192.0K | $9.0M | +1.19%(+2.25K) | $47.15(-2.01%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.91% | 165.3K | $7.8M | +4.85%(+7.64K) | $37.40(+25.80%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.6% | 102.7K | $7.0M | -3.89%(-4.16K) | $51.76(+35.27%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.54% | 30.0K | $6.8M | -2.86%(-884) | $196.24(+20.63%) | 2026-06-30 | |
| JMOM | J P MORGAN EXCHANGE TRADED F | 2.43% | 76.5K | $6.5M | -0.08%(-64) | $60.55(+39.58%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.22% | 162.6K | $6.0M | -0.87%(-1.43K) | $31.61(+16.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.33% |
5T Wealth, LLC reports $268.53M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are BBUS (6.7%), IUSB (6.4%) and IVV (4.1%). The top 20 holdings account for 53.99% of reported assets. Its disclosed equity book has returned +29.81% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 5T Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039313). View 5T Wealth, LLC’s 13F filings on SEC