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 $253.1M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSB ($16.6M, 6.58%), BBUS ($15.2M, 6.02%), QUAL ($11.3M, 4.45%), JCPB ($8.9M, 3.53%), IVV ($7.4M, 2.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $16.6M | 6.58% | 360,402 | Trimmed |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | $15.2M | 6.02% | 130,003 | Trimmed |
| 3 | QUAL | ISHARES TR | $11.3M | 4.45% | 58,681 | Trimmed |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $8.9M | 3.53% | 189,715 | Added |
| 5 | IVV | ISHARES TR | $7.4M | 2.92% | 11,331 | Added |
| 6 | IVE | ISHARES TR | $6.5M | 2.58% | 30,920 | Trimmed |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $6.5M | 2.55% | 127,710 | Added |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $6.3M | 2.50% | 157,655 | Trimmed |
| 9 | DYNF | BLACKROCK ETF TRUST | $6.2M | 2.46% | 106,905 | Trimmed |
| 10 | CORO | BLACKROCK ETF TRUST | $5.3M | 2.08% | 164,007 | New |
| 11 | JMOM | J P MORGAN EXCHANGE TRADED F | $5.2M | 2.05% | 76,527 | Added |
| 12 | TLH | ISHARES TR | $5.0M | 1.96% | 49,368 | Added |
| 13 | VYMI | VANGUARD WHITEHALL FDS | $4.5M | 1.78% | 47,687 | Trimmed |
| 14 | AGG | ISHARES TR | $4.5M | 1.76% | 44,936 | Added |
| 15 | BBIN | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.74% | 60,349 | Added |
| 16 | JAVA | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.74% | 61,458 | Trimmed |
| 17 | IEMG | ISHARES INC | $4.2M | 1.66% | 60,214 | Trimmed |
| 18 | EFV | ISHARES TR | $4.2M | 1.65% | 56,137 | Trimmed |
| 19 | MTUM | ISHARES TR | $4.1M | 1.62% | 17,066 | Added |
| 20 | AIQ | GLOBAL X FDS | $3.9M | 1.55% | 84,037 | Added |
| 21 | SCHZ | SCHWAB STRATEGIC TR | $3.5M | 1.37% | 149,152 | Added |
| 22 | GOVT | ISHARES TR | $3.4M | 1.36% | 150,426 | Added |
| 23 | MBB | ISHARES TR | $3.4M | 1.33% | 35,490 | Added |
| 24 | IVW | ISHARES TR | $3.3M | 1.30% | 29,113 | Trimmed |
| 25 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.19% | 60,028 | Added |
Source: SEC Form 13F filings · as of 2026-03-31