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Hien Scozzafava

5t Wealth, Llc

Assets Managed
$253.052M
Holdings
129
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
1.09%(2Q avg: 5.12%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in 5t Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of 5t Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 253.052M in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 5.12%. The portfolio is managed by Hien Scozzafava, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -0.04%
6.58%
$16.647M
360,402 shares@ $46.19 avg price
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Decreased -1%
6.03%
$15.234M
130,003 shares@ $117.19 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -0.6%
4.45%
$11.256M
58,681 shares@ $191.82 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 11.93%
3.53%
$8.932M
189,715 shares@ $47.09 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.31%
2.93%
$7.401M
11,331 shares@ $653.2 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -1.26%
2.59%
$6.529M
30,920 shares@ $211.16 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 5.84%
2.56%
$6.463M
127,710 shares@ $50.61 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -2.03%
2.51%
$6.336M
157,655 shares@ $40.2 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -8.07%
2.46%
$6.22M
106,905 shares@ $58.18 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
2.09%
$5.273M
164,007 shares@ $32.16 avg price

1-10 of 129