Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
5T Wealth, LLC (CIK 2039313) reported $268.5M across 134 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BBUS ($17.9M, 6.65%), IUSB ($17.2M, 6.40%), IVV ($11.0M, 4.11%), QUAL ($10.8M, 4.01%), JCPB ($9.0M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | $17.9M | 6.65% | 132,571 | Added |
| 2 | IUSB | ISHARES TR | $17.2M | 6.40% | 372,482 | Added |
| 3 | IVV | ISHARES TR | $11.0M | 4.11% | 14,723 | Added |
| 4 | QUAL | ISHARES TR | $10.8M | 4.01% | 49,025 | Trimmed |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $9.0M | 3.36% | 191,967 | Added |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $7.8M | 2.91% | 165,300 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $7.0M | 2.60% | 102,745 | Trimmed |
| 8 | IVE | ISHARES TR | $6.8M | 2.54% | 30,036 | Trimmed |
| 9 | JMOM | J P MORGAN EXCHANGE TRADED F | $6.5M | 2.43% | 76,463 | Trimmed |
| 10 | CORO | BLACKROCK ETF TRUST | $6.0M | 2.22% | 162,580 | Trimmed |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $5.9M | 2.18% | 115,809 | Trimmed |
| 12 | AIQ | GLOBAL X FDS | $5.1M | 1.91% | 78,048 | Trimmed |
| 13 | MTUM | ISHARES TR | $4.7M | 1.77% | 13,854 | Trimmed |
| 14 | JAVA | J P MORGAN EXCHANGE TRADED F | $4.7M | 1.76% | 59,413 | Trimmed |
| 15 | BBIN | J P MORGAN EXCHANGE TRADED F | $4.6M | 1.72% | 59,060 | Trimmed |
| 16 | AGG | ISHARES TR | $4.5M | 1.66% | 44,979 | Added |
| 17 | VYMI | VANGUARD WHITEHALL FDS | $4.4M | 1.66% | 45,285 | Trimmed |
| 18 | IEMG | ISHARES INC | $3.9M | 1.45% | 47,034 | Trimmed |
| 19 | IVW | ISHARES TR | $3.7M | 1.39% | 27,100 | Trimmed |
| 20 | JEMA | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.26% | 53,074 | Trimmed |
| 21 | EFV | ISHARES TR | $3.4M | 1.25% | 44,013 | Trimmed |
| 22 | MBB | ISHARES TR | $3.2M | 1.18% | 33,659 | Trimmed |
| 23 | TLH | ISHARES TR | $3.1M | 1.16% | 31,082 | Trimmed |
| 24 | SCHZ | SCHWAB STRATEGIC TR | $3.0M | 1.12% | 129,547 | Trimmed |
| 25 | JGRO | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.11% | 30,153 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30