5T Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Napa, CA
CIK
0002039313
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
98
186,597
IUSB, QUAL, BBUS, IVV
13F-HR
4/22/2025
000166773125000485
Q4 2024
97
182,872
IUSB, QUAL, BBUS, IVV
13F-HR
1/31/2025
000166773125000191