5 T Wealth, LLC Portfolio Holdings by Sector

5 T Wealth, LLC

$229 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IUSB BBUS QUAL JCPB IVV DYNF CGGR BBIN 77 stocks	$193 Million 91.2% of portfolio	63	12	8	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2.85 Million 1.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.56 Million 1.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$2.48 Million 1.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$2.14 Million 1.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW PLTR 3 stocks	$1.75 Million 0.83% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.3 Million 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$936,247 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$707,715 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$633,464 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services GBDC ARCC 2 stocks	$560,384 0.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$512,857 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC C 2 stocks	$459,146 0.22% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$439,201 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$333,624 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$302,565 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials AEM 1 stocks	$271,037 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$221,370 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$204,853 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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