5T Wealth
5T Wealth reported 134 stocks worth $269M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are BBUS (6.7%), IUSB (6.4%) and IVV (4.1%). Compared with Q1 2026, the fund opened new positions in IALT, added to BBUS, IUSB and IVV, trimmed QUAL, DYNF and IVE and sold out of XLC, VTV and DE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BBUS Jpmorgan Betabuilders U.s. Equity ETF | $17.9M | 6.7% | 133K | +2,568 (+2%) | 7 of 7 | |
| 2 |  IUSB Ishares Core | $17.2M | 6.4% | 372K | +12K (+3%) | 7 of 7 | |
| 3 |  IVV Ishares TR | $11M | 4.1% | 15K | +3,392 (+30%) | 7 of 7 | |
| 4 |  QUAL Ishares TR | $10.8M | 4.0% | 49K | −9,656 (−16%) | 7 of 7 | |
| 5 |  JCPB J P Morgan Exchange Traded F | $9M | 3.4% | 192K | +2,252 (+1%) | 7 of 7 | |
| 6 |  CGGR Capital Group Growth | $7.8M | 2.9% | 165K | +7,645 (+5%) | 7 of 7 | |
| 7 |  DYNF Blackrock ETF Trust | $7M | 2.6% | 103K | −4,160 (−4%) | 7 of 7 | |
| 8 |  IVE Ishares TR | $6.8M | 2.5% | 30K | −884 (−3%) | 7 of 7 | |
| 9 |  JMOM J P Morgan Exchange Traded F | $6.5M | 2.4% | 76K | No change | 7 of 7 | |
| 10 |  CORO Ishares International Country Rotation Active ETF | $6M | 2.2% | 163K | −1,427 (−1%) | 2 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →5T Wealth 13F FAQ
What does 5T Wealth own?
5T Wealth reported 134 stocks worth $269M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are BBUS (6.7%), IUSB (6.4%) and IVV (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did 5T Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 36 added to, 76 trimmed and 5 sold out. New positions include IALT. It sold all of XLC, VTV and DE.
When will 5T Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is 5T Wealth's portfolio worth?
The Q2 2026 filing reports $269M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.