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Filers›Pension Fund›5T Wealth, LLC
DOSSIER · 13F-HR · Q1 2026

5T Wealth, LLC

5T Wealth's pension fund based in Boston, MA — $253M in tracked AUM across 129 positions as of Q1 2026.

5W
5T Wealth·Boston, MA·Pension Fund
CIK 0002039313 · last filed Mar 31, 2026
Total AUM
$253M
▲ 14.6%
vs prior
Holdings
129
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

5T Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IUSB
ISHARES TR
$17M360K6.6%
02
BBUS
J P MORGAN EXCHANGE TRADED F
$15M130K6.0%
03
QUAL
ISHARES TR
$11M59K4.4%
04
JCPB
J P MORGAN EXCHANGE TRADED F
$9M190K3.5%
05
IVV
ISHARES TR
$7M11K2.9%
06
IVE
ISHARES TR
$7M31K2.6%
07
JPST
J P MORGAN EXCHANGE TRADED F
$6M128K2.6%
08
CGGR
CAPITAL GROUP GROWTH ETF
$6M158K2.5%
09
DYNF
BLACKROCK ETF TRUST
$6M107K2.5%
10
CORO
BLACKROCK ETF TRUST
$5M164K2.1%

Filing history

Filing history loading…
AI Agent · grounded in 5T
haiku-4-5 · 129 positions indexed
Sector mix
  • Tech9%
  • Financials26%
  • Health Care10%
  • Communications4%
  • Industrials41%
  • Energy17%
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