Long-term investor
5t Wealth, LLC @5twealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002039313).
Record
- Tracked since 2025-06-30 (441 days), 100 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +16.1% · all +16.1%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BBUS · 6.7% · long · since 2025-06-30
- IUSB · 6.4% · long · since 2025-06-30
- IVV · 4.1% · long · since 2025-06-30
- QUAL · 4.0% · long · since 2025-06-30
- JCPB · 3.4% · long · since 2025-06-30
- CGGR · 2.9% · long · since 2025-06-30
- DYNF · 2.6% · long · since 2025-06-30
- IVE · 2.5% · long · since 2025-06-30
- JMOM · 2.4% · long · since 2025-06-30
- CORO · 2.2% · long · since 2026-03-31
- JPST · 2.2% · long · since 2025-06-30
- AIQ · 1.9% · long · since 2025-06-30