• 13F History

5T Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$183M
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 96 stock holdings with total value $183M as of Q4 2024. Top holdings included IUSB, QUAL, BBUS, IVV, and CGGR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $183M $0 $0 IUSB, QUAL, BBUS, IVV, CGGR 13F-HR 1/31/2025, 11:21 AM