5T Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationnapa, CA
- CIK0002039313
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
114 | $229.38M | IUSB, BBUS, QUAL, JCPB | 13F-HR | Oct 17, 2025 | 000208585325000115 | ||
103 | $210.51M | IUSB, QUAL, BBUS, SPY | 13F-HR | Aug 5, 2025 | 000166773125001046 | ||
98 | $186.60M | IUSB, QUAL, BBUS, IVV | 13F-HR | Apr 22, 2025 | 000166773125000485 | ||
97 | $182.87M | IUSB, QUAL, BBUS, IVV | 13F-HR | Jan 31, 2025 | 000166773125000191 |