5th Street Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911026
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13F Reported Value

ⓘ

$262.9M

incl. option notional

Equity Holdings

ⓘ

$258.2M

Option Notional

ⓘ

$4.7M

$1.0M puts / $3.7M calls

Holdings

56

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

5th Street Advisors, LLC disclosed 56 positions worth $262.9M in its Form 13F-HR for Q2 2026 — $258.2M in common stock plus $4.7M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $GLD. The portfolio is most concentrated in Other (90.2% of disclosed assets). All figures are sourced directly from 5th Street Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1911026.

Sector Allocation

OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryEnergy

13fpro.ai/research/fund/5th-street-advisors-llc-1911026

AUM History

13fpro.ai/research/fund/5th-street-advisors-llc-1911026

Top Equity Holdings by Value

13fpro.ai/research/fund/5th-street-advisors-llc-1911026

Option Positions

13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.

$GLDCALL$4M notional
$GLDPUT$1M notional

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US

    —

    Quality

    $42.9M512,510 sh
  • VANGUARD INDEX FDS - TOTAL STK MKT

    —

    Quality

    $22.7M61,419 sh
  • J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE

    —

    Quality

    $18.7M396,649 sh
  • FLEXSHARES TR - IBOXX 3R TARGT

    —

    Quality

    $18.0M751,610 sh
  • VANGUARD INDEX FDS - VALUE ETF

    —

    Quality

    $14.3M65,391 sh
  • SPDR SERIES TRUST - ST PORT HIGH ETF

    —

    Quality

    $11.6M495,546 sh
  • VANECK ETF TRUST - JP MRGAN EM LOC

    —

    Quality

    $11.6M454,085 sh
  • J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF

    —

    Quality

    $11.3M222,536 sh
  • ISHARES INC - MSCI EMRG CHN

    —

    Quality

    $8.9M87,341 sh
  • GLOBAL X FDS - US INFR DEV ETF

    —

    Quality

    $8.6M146,296 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of 5th Street Advisors, LLC's 56 positions.

Showing top 10 of 56 holdings.

Sector Allocation

Other

$232.9M

Financials

$13.0M

Technology

$8.1M

Industrials

$1.3M

Consumer Discretionary

$935,319

Energy

$738,024

Healthcare

$649,653

Consumer Staples

$308,826

Full Holdings — 5th Street Advisors, LLC (Q2 2026)

All 56 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$42.9M
—VANGUARD INDEX FDS - TOTAL STK MKT$22.7M
—J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE$18.7M
—FLEXSHARES TR - IBOXX 3R TARGT$18.0M
—VANGUARD INDEX FDS - VALUE ETF$14.3M
—SPDR SERIES TRUST - ST PORT HIGH ETF$11.6M
—VANECK ETF TRUST - JP MRGAN EM LOC$11.6M
—J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$11.3M
—ISHARES INC - MSCI EMRG CHN$8.9M
—GLOBAL X FDS - US INFR DEV ETF$8.6M
—SELECT SECTOR SPDR TR - ST STR FINL ETF$7.7M
—ALPS ETF TR - ALERIAN MLP$7.3M
GLD$GLDSPDR GOLD TRUST$7.0M
—SELECT SECTOR SPDR TR - ST STR TECHN ETF$7.0M
—SELECT SECTOR SPDR TR - ST STR CARE ETF$6.4M
—ISHARES TR - IBOXX INV CP ETF$5.7M
—ISHARES TR - US AER DEF ETF$5.5M
—SPDR SERIES TRUST - ST STR CORPO ETF$5.2M
AAPL$AAPLApple Inc.$5.0M
—VANECK ETF TRUST - SEMICONDUCTR ETF$4.8M
—ISHARES INC - MSCI JAPAN ETF$4.6M
—SELECT SECTOR SPDR TR - ST STR SVC ETF$4.6M
GLD$GLDCALLSPDR GOLD TRUST$3.7M
—SPDR SERIES TRUST - ST STR SP BIOT$3.0M
JPM$JPMJPMORGAN CHASE & CO$2.4M
IAU$IAUISHARES GOLD TRUST$1.4M
GLD$GLDPUTSPDR GOLD TRUST$1.0M
GOOG$GOOGAlphabet Inc.$893,425
SPY$SPYSPDR S&P 500 ETF TRUST$875,216
NVDA$NVDANVIDIA CORP$791,757
GOOGL$GOOGLAlphabet Inc.$763,193
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$748,850
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$718,561
—VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$616,384
XOM.R34088$XOM.R34088EXXON MOBIL CORP$537,447
ESLT$ESLTELBIT SYSTEMS LTD$473,155
ETN$ETNEaton Corp plc$468,732
MSFT$MSFTMICROSOFT CORP$414,053
AMZN$AMZNAMAZON COM INC$360,371
SYY$SYYSYSCO CORP$350,786
JNJ$JNJJOHNSON & JOHNSON$347,685
TSLA$TSLATesla, Inc.$346,995
KO$KOCOCA COLA CO$308,826
ABBV$ABBVAbbVie Inc.$301,968
ASTS$ASTSAST SpaceMobile, Inc.$291,461
BNY$BNYBank of New York Mellon Corp$289,220
—ISHARES TR - GLOBAL TECH ETF$285,204
—VANGUARD WORLD FD - INF TECH ETF$275,853
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$273,236
GS$GSGOLDMAN SACHS GROUP INC$247,786
GPC$GPCGENUINE PARTS CO$224,162
INTC$INTCINTEL CORP$222,144
—SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$208,930
ENB$ENBENBRIDGE INC$200,577
HOOD$HOODRobinhood Markets, Inc.$200,560
OMEX$OMEXODYSSEY MARINE EXPLORATION INC$11,584

New Positions (6)

GLD$GLDPUT SPDR GOLD TRUST$1.0M
ISHARES TR - GLOBAL TECH ETF$285,204
GPC$GPC GENUINE PARTS CO$224,162
INTC$INTC INTEL CORP$222,144
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$208,930
HOOD$HOOD Robinhood Markets, Inc.$200,560

Exited Positions (2)

ISHARES TR
VANGUARD INDEX FDS

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