5T Wealth, LLC
Q4 2025 13F Holdings
- Locationnapa, CA
- Num holdings
127
- Value ($000)
$250,334
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $16.78M | 7 % | 360,565 | ||
J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $16.19M | 7 % | 131,327 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $11.73M | 5 % | 59,037 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $8.03M | 3 % | 169,495 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $7.37M | 3 % | 10,760 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $7.15M | 3 % | 160,928 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.07M | 3 % | 116,291 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $6.64M | 3 % | 31,317 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $6.1M | 2 % | 120,673 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $5.59M | 2 % | 16,313 |
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