5T Wealth, LLC
Q3 2025 13F Holdings
- Locationnapa, CA
- Num holdings
114
- Value ($000)
$229,381
- Date Filed10/17/2025
- Form type13F-HR
- CIK0002039313
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $16.50M | 7 % | 353,327 | ||
BBUS J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $14.02M | 6 % | 116,210 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $12.53M | 6 % | 64,399 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $7.53M | 3 % | 158,439 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.27M | 3 % | 10,868 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $6.64M | 3 % | 112,178 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $6.58M | 3 % | 149,868 | ||
BBIN J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $5.75M | 3 % | 81,980 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $5.75M | 3 % | 27,831 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $5.71M | 3 % | 55,468 |
Rows Per Page
10
- 10
- 50
- 100