5 T Wealth, LLC Portfolio Holdings

5 T Wealth, LLC

  • $211 Billion
  • Q2 2025

5 T Wealth, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $15.6B, Ishares Msci Usa Quality Facto with a value of $11.6B, J P Morgan Exchg Traded Fd with a value of $11.3B, Palantir Technologies Inc. with a value of $6.87B, and Ishares Core S&P 500 ETF with a value of $6.43B.

Examining the 13F form we can see an increase of $23.9B in the current position value, from $187B to 211B.

5 T Wealth, LLC is based out at Napa, CA

Below you can find more details about 5 T Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
ETFs: $171 Billion
Technology: $19.2 Billion
Communication Services: $2.14 Billion
Financial Services: $1.91 Billion
Consumer Cyclical: $1.46 Billion
Consumer Defensive: $1.23 Billion
Energy: $614 Million
Industrials: $509 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $211 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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