5T Wealth, LLC
All 13F Filings
- Location
- Napa, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 253,052
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.95 K | 9.1% | 0 | 108.5 K | -108.5 K |
| ETFs | 227.3 K | 89.8% | 131.3 K | 0 | 131.3 K |
| Debt | 2.826 K | 1.1% | 0 | 458 | -458 |
| Other | 0 | 0.0% | 0 | 19.69 K | -19.69 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
253,052
Holdings
129
QoQ value change ($000)
2,718
(1.1%)
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.