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5th Street Advisors, LLC
5th Street Advisors, LLC is an independent, SEC-registered investment advisory firm headquartered in Southport, Connecticut. Founded in 2006 by Cesar G. Manent, Abelardo S. Curdumi, and Shane D. Pendley, the firm provides personalized wealth management and investment advisory services. 5th Street Advisors serves individuals, high net worth clients, and pension and profit sharing plans, utilizing a collaborative team-based approach to meet clients' financial goals. The company employs approximately 8 staff members.
Investment Strategy
5th Street Advisors, LLC employs a personalized and collaborative investment strategy, focusing on wealth management and comprehensive financial planning for individuals and institutions. The firm tailors portfolios to the needs and objectives of each client, with an emphasis on long-term growth, risk management, and asset diversification across a range of securities. The advisors work closely with clients to develop, monitor, and adjust investment strategies as needed, leveraging their diverse backgrounds and experience to deliver comprehensive advice.
Latest 13F Filing Activity
5th Street Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 33 equity positions with a total 13F market value of $201M. The fund increased holdings in Vanguard Intl Equity Index F, Global X FDS, Vanguard Index FDS among other positions. 5th Street Advisors, LLC reduced exposure to J P Morgan Exchange Traded F, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEU | VANGUARD INTL EQUITY INDEX F | 16.82% | $33.9M | 503,888 | $57.14 | $67.22 | +$3.3M |
V VTI | VANGUARD INDEX FDS | 9.45% | $19.0M | 62,591 | $240.82 | $303.93 | +$872.4K |
J JSCP | J P MORGAN EXCHANGE TRADED F | 8.83% | $17.8M | 374,706 | $45.55 | $47.44 | -$2.5M |
L LQD | ISHARES TR | 6.08% | $12.2M | 111,736 | $105.77 | $109.61 | -$2.0M |
V VTV | VANGUARD INDEX FDS | 6.01% | $12.1M | 68,473 | $144.32 | $176.74 | -$64.2K |
Industry Allocation
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