5 T Wealth, LLC Portfolio Holdings

5 T Wealth, LLC

  • $250 Billion
  • Q4 2025

5 T Wealth, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $250 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $16.8B, J P Morgan Exchg Traded Fd with a value of $16.2B, Ishares Msci Usa Quality Facto with a value of $11.7B, J P Morgan Exchange Traded Fd with a value of $8.03B, and Ishares Core S&P 500 ETF with a value of $7.37B.

Examining the 13F form we can see an increase of $21B in the current position value, from $229B to 250B.

5 T Wealth, LLC is based out at Napa, CA

Below you can find more details about 5 T Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $250 Billion
ETFs: $210 Billion
Technology: $7.93 Billion
Communication Services: $2.85 Billion
Financial Services: $1.89 Billion
Consumer Cyclical: $1.49 Billion
Consumer Defensive: $1.26 Billion
Industrials: $793 Million
Energy: $598 Million
Other: $491 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181B
$1.73 Billion 0.69% of portfolio
21,137
Q4 2025 Reduced 3.02%
$68.5B
$598 Million 0.24% of portfolio
4,631
Q4 2025 Reduced 10.99%
$167B
$579 Million 0.23% of portfolio
5,797
Q4 2025 Reduced 12.62%
$61.4B
$489 Million 0.2% of portfolio
2,655
Q4 2025 Reduced 13.91%
$59.5B
$411 Million 0.16% of portfolio
8,357
Q4 2025 Reduced 13.0%
$14.2B
$376 Million 0.15% of portfolio
1,064
Q2 2025 New
$140B
$384 Million 0.15% of portfolio
1,202
Q4 2025 Reduced 12.13%
$139B
$356 Million 0.14% of portfolio
1,030
Q4 2025 Reduced 11.59%
$76.5B
$273 Million 0.11% of portfolio
1,608
Q3 2025 New
$190B
$246 Million 0.1% of portfolio
2,109
Q4 2025 Reduced 2.04%
$191B
$225 Million 0.09% of portfolio
42
Q4 2025 Added 2.44%
$144B
$209 Million 0.08% of portfolio
448
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $250 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 16 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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