5 T Wealth, LLC Portfolio Holdings

5 T Wealth, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 114 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 $16.5B, J P Morgan Exchg Traded Fd with a value of $14B, Ishares Msci Usa Quality Facto with a value of $12.5B, J P Morgan Exchange Traded Fd with a value of $7.53B, and Ishares Core S&P 500 ETF with a value of $7.27B.

Examining the 13F form we can see an increase of $18.9B in the current position value, from $211B to 229B.

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.