5T Wealth, LLC
All 13F Filings
- Location
- Napa, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 250,334
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 131.4 K | 52.5% | 10.41 K | 0 | 10.41 K |
| ETFs | 95.93 K | 38.3% | 8.844 K | 0 | 8.844 K |
| Debt | 3.284 K | 1.3% | 907 | 0 | 907 |
| Other | 19.69 K | 7.9% | 798 | 0 | 798 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
250,334
Holdings
127
QoQ value change ($000)
20,953
(9.1%)
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.