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Hien Scozzafava

5t Wealth, Llc

Assets Managed
$268.533M
Holdings
134
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
6.12%(2Q avg: 3.61%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in 5t Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 134 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 268.533M in assets, with a quarterly growth rate of 6.12% and a 2-quarter average growth rate of 3.61%. The portfolio is managed by Hien Scozzafava, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Increased 1.98%
6.66%
$17.86M
132,571 shares@ $134.73 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 3.36%
6.41%
$17.19M
372,482 shares@ $46.15 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 29.94%
4.11%
$11.027M
14,723 shares@ $748.97 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -16.45%
4.01%
$10.758M
49,025 shares@ $219.44 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 1.19%
3.36%
$9.011M
191,967 shares@ $46.95 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 4.85%
2.91%
$7.802M
165,300 shares@ $47.21 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -3.89%
2.61%
$6.988M
102,745 shares@ $68.02 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -2.85%
2.54%
$6.82M
30,036 shares@ $227.06 avg price
JMOM
Jpmorgan Us Momentum Factor
Recent Activity
Decreased -0.08%
2.44%
$6.535M
76,463 shares@ $85.47 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Decreased -0.87%
2.22%
$5.95M
162,580 shares@ $36.6 avg price

1-10 of 134