5T Wealth, LLC
Filing Date
Global Rank
#7,667
/ 8,603
▲ 39
· as of Mar 2026
Top Industry
Semiconductors
14.2%
3Y Alpha vs SPY
+4.0%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.4%
SPY
+24.0%
Annualised alpha
+6.2%
Max drawdown
−25.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.8%
−2.8 pts
Top 5
46.8%
−1.1 pts
Top 10
70.8%
−1.0 pts
HHI
640
Diversified−36
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.1% | $7,053,089 |
| Unclassified | 19.1% | $4,202,412 |
| Financial Services | 14.1% | $3,091,273 |
| Communication Services | 9.9% | $2,164,995 |
| Consumer Defensive | 6.4% | $1,400,884 |
| Consumer Cyclical | 5.8% | $1,283,078 |
| Energy | 5.7% | $1,252,135 |
| Industrials | 2.9% | $632,856 |
| Healthcare | 2.5% | $540,991 |
| Basic Materials | 1.5% | $335,525 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GNLX | GENELUX Corp | +1,700 | 19,701 | $47,676 | |
| MSFT | Microsoft Corp | +630 | 1,977 | $731,826 | |
| AMZN | Amazon Com Inc | +491 | 4,362 | $908,473 | |
| AAPL | Apple Inc. | +235 | 9,103 | $2,310,250 | |
| NVDA | Nvidia Corp | +178 | 12,506 | $2,181,046 | |
| AVGO | Broadcom Inc. | +73 | 1,103 | $341,389 | |
| AEM | Agnico Eagle Mines Ltd | +45 | 1,653 | $335,525 | |
| C | Citigroup Inc | +42 | 2,151 | $243,944 | |
| RL | Ralph Lauren Corp | +25 | 1,089 | $374,605 | |
| LLY | ELI LILLY & Co | +24 | 227 | $208,787 | |
| GOOGL | Alphabet Inc. | +2 | 4,439 | $1,276,478 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | −18,268 | 2,869 | $206,367 | |
| IAU | Ishares Gold Trust | −12,820 | 29,277 | $2,581,060 | |
| ETN | Eaton Corp plc | −124 | 1,078 | $385,568 | |
| ANET | Arista Networks, Inc. | −73 | 8,427 | $1,034,667 | |
| META | Meta Platforms, Inc. | −36 | 1,553 | $888,517 | |
| QQQ | Invesco Qqq Trust, Series 1 | −30 | 2,026 | $1,169,366 | |
| PSX | Phillips 66 | −10 | 4,621 | $841,853 | |
| DE | Deere & Co | −9 | 439 | $247,288 | |
| WMT | Walmart Inc. | −8 | 11,272 | $1,400,884 | |
| BAC | Bank Of America Corp /De/ | −3 | 4,661 | $227,223 | |
| BLK | BlackRock, Inc. | −2 | 857 | $824,185 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCHW | Schwab Charles Corp | 5,797 | $579,178 | |
| PANW | Palo Alto Networks Inc | 2,655 | $489,051 | |
| TFC | Truist Financial Corp | 8,357 | $411,247 | |
| ARCC | Ares Capital Corp | 10,893 | $220,365 | |
| GE | General Electric Co | 653 | $201,143 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | 13,145 | $178,377 | |
| BKNG | Booking Holdings Inc. | 42 | $8,996 | |
| No positions match the current search. | ||||
27 positions ·
$21,957,238 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 29,277 | $2,581,060 | 11.75% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,103 | $2,310,250 | 10.52% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,506 | $2,181,046 | 9.93% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
NEW | 22,559 | $1,795,921 | 8.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 11,272 | $1,400,884 | 6.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,439 | $1,276,478 | 5.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,026 | $1,169,366 | 5.33% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 8,427 | $1,034,667 | 4.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,362 | $908,473 | 4.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,553 | $888,517 | 4.05% | |
| PSX |
Phillips 66
Energy
|
Reduced | 4,621 | $841,853 | 3.83% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 857 | $824,185 | 3.75% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,977 | $731,826 | 3.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 695 | $451,986 | 2.06% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,983 | $410,282 | 1.87% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,078 | $385,568 | 1.76% | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
Added | 1,089 | $374,605 | 1.71% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,103 | $341,389 | 1.55% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Added | 1,653 | $335,525 | 1.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 1,164 | $284,528 | 1.30% | |
| TER |
Teradyne, Inc
Technology
|
NEW | 835 | $247,544 | 1.13% | |
| DE |
Deere & Co
Industrials
|
Reduced | 439 | $247,288 | 1.13% | |
| C |
Citigroup Inc
Financial Services
|
Added | 2,151 | $243,944 | 1.11% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 4,661 | $227,223 | 1.03% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 227 | $208,787 | 0.95% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 2,869 | $206,367 | 0.94% | |
| GNLX |
GENELUX Corp
Healthcare
|
Added | 19,701 | $47,676 | 0.22% |