5T Wealth, LLC Top Holdings and 13F Report (2025) About 5T Wealth, LLCInvestment Activity5T Wealth, LLC has $182.87 million in total holdings as of December 31, 2024.5T Wealth, LLC owns shares of 96 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core Total USD Bond Market ETF $16,007,081iShares MSCI USA Quality Factor ETF $12,618,229JP Morgan BetaBuilders U.S. Equity ETF $10,252,277iShares Core S&P 500 ETF $10,035,616Capital Group Growth ETF $5,471,525 Sector AllocationMap of 500 Largest Holdings of5T Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIUSBiShares Core Total USD Bond Market ETF$16,007,081354,1418.8%ManufacturingQUALiShares MSCI USA Quality Factor ETF$12,618,22970,8586.9%ETFBBUSJP Morgan BetaBuilders U.S. Equity ETF$10,252,27796,7935.6%ETFIVViShares Core S&P 500 ETF$10,035,61617,0485.5%ETFCGGRCapital Group Growth ETF$5,471,525147,2043.0%ETFIVEiShares S&P 500 Value ETF$4,933,74725,8452.7%ETFEFViShares MSCI EAFE Value ETF$4,811,82891,7052.6%ETFBBINJPMorgan BetaBuilders International Equity ETF$4,558,28279,8292.5%ETFPALANTIR TECHNOLOGIES INC$4,180,57251,0572.3%CL AUBERUber Technologies$4,126,36968,4082.3%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$3,856,00875,2372.1%ETFJCPBJPMorgan Core Plus Bond ETF$3,820,98382,9392.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,642,294160,4532.0%ETFEFGiShares MSCI EAFE Growth ETF$3,487,54236,0171.9%ETFJAVAJPMorgan Active Value ETF$3,452,81654,5471.9%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,912,64529,2621.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,773,47513,4011.5%ETFMBBiShares MBS ETF$2,748,38329,9811.5%ETFVYMIVanguard International High Dividend Yield ETF$2,640,06938,8931.4%ETFOEFiShares S&P 100 ETF$2,582,8808,9421.4%ETFAIQGlobal X Future Analytics Tech ETF$2,468,07763,8771.3%ETFGNMAiShares GNMA Bond ETF$2,343,76554,5951.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$2,225,02781,5631.2%ETFIVWiShares S&P 500 Growth ETF$2,216,58321,8321.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,200,66422,7111.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$2,137,44424,0731.2%ETFBINCiShares Flexible Income Active ETF$2,084,61540,0731.1%ETFJEPIJPMorgan Equity Premium Income ETF$1,990,11934,5931.1%ETFJGROJPMorgan Active Growth ETF$1,908,79723,5571.0%ETFJPIEJPMorgan Income ETF$1,872,36741,0431.0%ETFSPHQInvesco S&P 500 Quality ETF$1,825,02327,2261.0%ETFTLTiShares 20+ Year Treasury Bond ETF$1,771,01220,2791.0%ETFNVDANVIDIA$1,768,27713,1661.0%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$1,739,97770,5281.0%ETFBBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF$1,731,98037,5860.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,717,29232,8860.9%ETFAAPLApple$1,691,0886,7530.9%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,603,48828,4380.9%ETFJEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$1,581,00842,2610.9%ETFJ P MORGAN EXCHANGE TRADED F$1,555,07625,9010.9%GLOBAL SEL EQUITEMXCiShares MSCI Emerging Markets ex China ETF$1,546,07627,8830.8%ManufacturingEMGFiShares Emerging Markets Equity Factor ETF$1,493,85033,0300.8%ETFQQQInvesco QQQ$1,337,6452,6150.7%FinanceWMTWalmart$1,165,45112,8980.6%Retail/WholesaleJQUAJPMorgan US Quality Factor ETF$1,109,18319,3680.6%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,096,47141,8660.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,050,37011,7940.6%ETFARISTA NETWORKS INC$1,046,4989,4680.6%COM SHSJPINDiversified Return International Equity ETF$1,037,45819,3700.6%ETFAMZNAmazon.com$1,033,7684,7120.6%Retail/WholesaleMETAMeta Platforms$1,013,4821,7300.6%Computer and TechnologyBLACKROCK INC$984,8789610.5%COMGOOGLAlphabet$929,9994,9100.5%Computer and TechnologyJVALJPMorgan US Value Factor ETF$915,06321,1820.5%ETFESGUiShares ESG Aware MSCI USA ETF$821,2276,3750.4%ManufacturingBNDVanguard Total Bond Market ETF$817,04311,3620.4%ETFCOWZPacer US Cash Cows 100 ETF$781,83213,8420.4%ETFCGCPCapital Group Core Plus Income ETF$754,88434,0060.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$729,7159,2780.4%ETFIYWiShares U.S. Technology ETF$678,4484,2510.4%ManufacturingPANWPalo Alto Networks$665,6093,6580.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$655,5775,0970.4%ETFGOVTiShares U.S. Treasury Bond ETF$651,43628,3480.4%ETFPSXPhillips 66$644,2755,6550.4%EnergyIAUiShares Gold Trust$631,00412,7450.3%FinanceIEFiShares 7-10 Year Treasury Bond ETF$628,1106,7940.3%ETFGBFiShares Government/Credit Bond ETF$599,5965,8650.3%ETFHYDBiShares High Yield Bond Factor ETF$570,93512,1450.3%ETFJMOMJPMorgan US Momentum Factor ETF$566,8529,7280.3%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$551,72010,6340.3%ETFIXCiShares Global Energy ETF$544,77514,2680.3%ETFSCHWCharles Schwab$490,7786,6300.3%FinanceETNEaton$469,7771,4130.3%IndustrialsARCCAres Capital$448,66920,4960.2%FinanceIEViShares Europe ETF$442,8748,5070.2%ETFMSFTMicrosoft$434,8091,0310.2%Computer and TechnologyBBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF$420,9044,3740.2%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$410,50314,0630.2%ETFTFCTruist Financial$408,8899,4250.2%FinanceWFHYWisdomTree U.S. High Yield Corporate Bond Fund$371,7358,2360.2%FinanceGBDCGolub Capital BDC$364,83624,0670.2%FinanceIMTBiShares Core 5-10 Year USD Bond ETF$356,4498,3980.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$353,21110,1640.2%ETFVBNDVident U.S. Bond Strategy ETF$349,0758,1260.2%ETFTIPiShares TIPS Bond ETF$344,0083,2290.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$310,7254,9200.2%ETFJPSTJPMorgan Ultra-Short Income ETF$304,7396,0500.2%ETFIVLUiShares MSCI Intl Value Factor ETF$300,27011,0760.2%ETFVYMVanguard High Dividend Yield ETF$290,0152,2730.2%ETFVIGVanguard Dividend Appreciation ETF$265,5451,3560.1%ETFAVGOBroadcom$247,6051,0680.1%Computer and TechnologyIWBiShares Russell 1000 ETF$236,7877350.1%ETFBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$230,4645,1010.1%ETFBACBank of America$212,4454,8340.1%FinanceUSIGiShares Broad USD Investment Grade Corporate Bond ETF$206,3984,1050.1%ManufacturingBKNGBooking$203,705410.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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