13F Filings History of 5T Wealth, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$250,334,215
Signature - Title
Hien Scozzafava - CCO
Location
Napa, CA
Summary
This page shows a list of all the recent 13F filings made by 5T Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 5T Wealth, LLC reported 127 stock holdings with total value $250,334,215 as of Q4 2025. Top holdings included IUSB, BBUS, QUAL, JCPB, and IVV.

Notify me when 5T Wealth, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 127 $250,334,215 +$26,541,467 -$8,583,853 +$17,957,614 IUSB, BBUS, QUAL, JCPB, IVV 13F-HR 27 Jan 2026, 08:48
Q3 2025 114 $229,381,248 +$31,029,495 -$11,087,591 +$19,941,904 IUSB, BBUS, QUAL, JCPB, IVV 13F-HR 17 Oct 2025, 14:06
Q2 2025 101 $196,364,782 +$24,333,991 -$19,186,821 +$5,147,170 IUSB, QUAL, BBUS, PLTR, IVV 13F-HR 05 Aug 2025, 09:22
Q1 2025 96 $175,729,460 +$10,037,970 -$16,286,693 -$6,248,723 IUSB, QUAL, BBUS, IVV, CGGR 13F-HR 22 Apr 2025, 17:27
Q4 2024 96 $182,515,875 $0 $0 $0 IUSB, QUAL, BBUS, IVV, CGGR 13F-HR 31 Jan 2025, 11:21