5T Wealth, LLC
RIA/Wealth
5T Wealth, LLC is a RIA/Wealth based in Napa, CA led by Paul James Krsek, reporting $283.1M in AUM as of Q3 2025 with 87% ETF concentration and minimal technology exposure.
CEOPaul James Krsek
- Portfolio Value
- $229.4M
- Positions
- 114
- Top Holding
- IUSB at 7.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 5T Wealth, LLC's portfolio (38.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.5M | 7.19% | +$705.9K Bought | — 353.3K shares | |
ETF ETF | $14.0M | 6.11% | +$1.9M Bought | — 116.2K shares | |
ETF ETF | $12.5M | 5.46% | +$198.2K Bought | — 64.4K shares | |
ETF ETF | $7.5M | 3.28% | +$1.6M Bought | — 158.4K shares | |
ETF ETF | $7.3M | 3.17% | +$347.3K Bought | — 10.9K shares | |
ETF ETF | $6.6M | 2.90% | +$1.1M Bought | — 112.2K shares | |
ETF ETF | $6.6M | 2.87% | +$652.2K Bought | — 149.9K shares | |
ETF ETF | $5.7M | 2.51% | +$1.0M Bought | — 82.0K shares | |
ETF ETF | $5.7M | 2.51% | +$508.2K Bought | — 27.8K shares | |
ETF ETF | $5.7M | 2.49% | +$581.7K Bought | — 55.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 5T Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-95.22% | |
-65.63% | |
-22.17% | |
-20.95% |
Analytics
Portfolio insights and performance metrics for 5T Wealth, LLC
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