5T Wealth, LLC
All 13F Filings
- Location
- Napa, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 268,533
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 134 | 268,533 | 13F-HR | 5T Wealth, LLC |
| Q1 2026 | 4/13/2026 | 129 | 253,052 | 13F-HR | 5T Wealth, LLC |
| Q4 2025 | 1/27/2026 | 127 | 250,334 | 13F-HR | 5T Wealth, LLC |
| Q3 2025 | 10/17/2025 | 114 | 229,381 | 13F-HR | 5T Wealth, LLC |
| Q2 2025 | 8/5/2025 | 103 | 210,511 | 13F-HR | 5T Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.4 K | 9.5% | 2.453 K | 0 | 2.453 K |
| ETFs | 240 K | 89.4% | 12.75 K | 0 | 12.75 K |
| Debt | 3.108 K | 1.2% | 282 | 0 | 282 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
268,533
Holdings
134
QoQ value change ($000)
15,481
(6.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.