5T Wealth, LLC
Annual return '25
+8.1%
SPY '25
+17.7%
Alpha
-9.7ptsvs SPY
Invested
$506.1M
Holdings
129
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IUSB
ISHARES TR
Q4 2025: Sold 82.5% (353.3k → 61.7k shares)
6.6%
02
$BBUS
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 116.2k shares)
6.0%
03
$QUAL
ISHARES TR
Q4 2025: Sold 58.6% (64.4k → 26.6k shares)
4.5%
04
$JCPB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 158.4k shares)
3.5%
05
$IVV
ISHARES TR
Q1 2026: Sold 3.4% (46.2k → 44.6k shares)
2.9%
06
$IVE
ISHARES TR
Q4 2025: Exited (was 27.8k shares)
2.6%
07
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 61.9k shares)
2.6%
08
$CGGR
CAPITAL GROUP GROWTH ETF
Q4 2025: Exited (was 149.9k shares)
2.5%
09
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 112.2k shares)
2.5%
10
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.