5 T Wealth, LLC Portfolio Holdings by Sector

5 T Wealth, LLC

$211 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IUSB QUAL BBUS SPY IVV JCPB CGGR EFV 71 stocks	$171 Million 86.2% of portfolio	36	35	5	-	1 Calls 0 Puts
Software—Infrastructure \| Technology PLTR PLTR MSFT PANW 4 stocks	$13.3 Million 6.72% of portfolio	1	2	-	-	0 Calls 1 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2.41 Million 1.22% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$2.14 Million 1.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$2.03 Million 1.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.43 Million 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.23 Million 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$933,287 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services GBDC ARCC 2 stocks	$614,298 0.31% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$613,677 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$605,035 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$508,842 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$413,019 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$291,830 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$279,188 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$273,329 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$237,358 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.