§ 13F · FUND PROFILE
5T Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210.5T (13F)Positions · 103Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$250.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | 361K | $16.8T | 6.7% | NEW |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | 131K | $16.2T | 6.5% | NEW |
| 3 | QUAL | ISHARES TR | 59K | $11.7T | 4.7% | NEW |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 169K | $8.0T | 3.2% | NEW |
| 5 | IVV | ISHARES TR | 11K | $7.4T | 2.9% | NEW |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 161K | $7.2T | 2.9% | NEW |
| 7 | DYNF | BLACKROCK ETF TRUST | 116K | $7.1T | 2.8% | NEW |
| 8 | IVE | ISHARES TR | 31K | $6.6T | 2.7% | NEW |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 121K | $6.1T | 2.4% | NEW |
| 10 | OEF | ISHARES TR | 16K | $5.6T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 5T SIGNAL
AC read
5T Wealth, LLC is a Other fund managing $210511.0 trillion in assets. The fund runs a portfolio of 103 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed