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5T Wealth - Q4 2025 13F Filings

5T

5T Wealth, LLC

CIK: 0002039313
Address: California Napa 595 Coombs Street
$250.33 M
Portfolio Value
127
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. JPST Jpmorgan Ultra-Short Income Etf
+$2.97 M
2. JEMA Jpmorgan Activebuilders Emer
+$2.71 M
3. JIRE Jpmorgan Int Res Enh Eqty
+$2.71 M
4. JPIN Jpm Diversified Ret Intl Eq
+$2.35 M
5. JGLO Jpmorgan Glbl Slct Eq Etf
+$2.1 M
6. BBUS Jpmorgan Betabuilders Us Equity Etf
+$1.86 M
7. JMUB Jpmorgan Municipal Etf
+$1.57 M
8. JFLI Jpmorgan Flexible Income Etf
+$1.17 M

Top Sells

Q4 2025
1. BBIN Jpmorgan Betabuilders International Equity Etf
−$1.61 M
2. QUAL Ishares Msci Usa Quality Factor Etf
−$1.06 M
3. TLH Ishares 10-20 Year Treasury Bond Etf
−$952,788.07
4. PLTR Palantir Technologies
−$439,450
5. EFV Ishares Msci Eafe Value Etf
−$429,434.78

Asset Allocation

Stocks/ETFs
+14.69%
$250.33 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

5T Wealth Q4 2025 Filing Summary

5T Wealth, LLC filed its 13F report for Q4 2025 on January 27, 2026. The portfolio totaled 250.33 M reflecting a +9.13% change from the prior quarter, spanning 127 assets. The top 10 holdings comprised 37.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 23 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for 5T Wealth’s Q4 2025 Filing

5T Wealth submitted their Form 13F-HR for the Q4 2025 period on 01/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, 5T Wealth reported a managed portfolio value of 250.33 M, consisting of 127 individual positions.

This page displays the raw filing documents. To see which stocks 5T Wealth bought or sold during Q4 2025, please visit 5T Wealth's Portfolio Analysis page.