13F Filings History of 5T Wealth, LLC
- Latest 13F filing
- Q2 2026 - 21 Jul 2026
- Latest reported 13F value
- $268,533,445
- Largest 13F holdings
-
BBUS IUSB IVV QUAL JCPB CGGR DYNF IVE JMOM CORO JPST AIQ
+8 more
MTUM JAVA BBIN AGG VYMI IEMG IVW JEMA - Form 13F summary
-
- 5T Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- 5T Wealth, LLC reported 134 equity holdings with a total reported market value of $268,533,445 for Q2 2026. Top reported holdings included BBUS, IUSB, IVV, QUAL, and JCPB.
- Manager signature
- Hien Scozzafava - CCO
- Manager location
- Napa, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow 5T Wealth, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$268,533,445
Quarter delta
+$15,481,252
Accepted
21 Jul 2026, 17:09
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 134 | $268,533,445 | +$13,365,036 | -$21,437,134 | -$8,072,098 | BBUS, IUSB, IVV, QUAL, JCPB | 13F-HR | 21 Jul 2026, 17:09 |
| Q1 2026 | 129 | $253,052,193 | +$23,376,232 | -$16,364,486 | +$7,011,746 | IUSB, BBUS, QUAL, JCPB, IVV | 13F-HR | 13 Apr 2026, 16:34 |
| 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 |