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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002039313

5T Wealth, LLC

Napa, CA · File #028-24696

Latest AUM
$250.3M
Positions
127
Top-10 Concentration
44.9%
Filings
5

Sector Allocation

Financials
6.3%$15.8M
Technology
3.6%$9.0M
Industrials
0.2%$592,153
Energy
0.2%$597,542
Healthcare
0.1%$296,644
Materials
0.1%$272,598

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46434V613360,565$16.8M8.13%
2J P MORGAN EXCHANGE TRADED F46641Q399131,327$16.2M7.85%
3ISHARES TR46432F33959,037$11.7M5.68%
4J P MORGAN EXCHANGE TRADED F46641Q670169,495$8.0M3.89%
5ISHARES TR46428720010,760$7.4M3.57%
6CAPITAL GROUP GROWTH ETF14020G101160,928$7.2M3.47%
7BLACKROCK ETF TRUSTBLK116,291$7.1M3.43%
8ISHARES TR46428740831,317$6.6M3.22%
9J P MORGAN EXCHANGE TRADED F46641Q837120,673$6.1M2.96%
10ISHARES TR46428710116,313$5.6M2.71%
11ISHARES TR46428887777,352$5.5M2.68%
12ISHARES INC46434G10375,944$5.1M2.47%
13ISHARES TR46428865346,095$4.7M2.27%
14J P MORGAN EXCHANGE TRADED F46641Q77967,709$4.6M2.24%
15VANGUARD WHITEHALL FDS92194679450,513$4.5M2.20%
16J P MORGAN EXCHANGE TRADED F46641Q16761,851$4.4M2.15%
17J P MORGAN EXCHANGE TRADED F46641Q37359,729$4.3M2.09%
18GLOBAL X FDS37954Y63283,871$4.3M2.07%
19ISHARES TR46428722642,365$4.2M2.05%
20ISHARES TR46432F39615,935$4.0M1.93%