49 WEALTH MANAGEMENT, LLC
CIK 2022291
13F filing for Q2 2026・No. 3,791
- Holdings
- US$524.35M
- Quarter change
- −US$811.84M
- Entries
- 189
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
189 stocks worth US$524.35M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | — | 54,793 | US$41.03M | 7.83% |
| IEMGISHARES INCCORE MSCI EMKT | — | 323,600 | US$26.81M | 5.11% |
| ISHARES TRCORE MSCI TOTAL | — | 265,293 | US$25.32M | 4.83% |
| IWFISHARES TRRUS 1000 GRW ETF | — | 185,469 | US$23.03M | 4.39% |
| ISHARES TRCORE MSCI EAFE | — | 201,170 | US$19.43M | 3.71% |
| IWMISHARES TRRUSSELL 2000 ETF | — | 58,505 | US$17.58M | 3.35% |
| ELEVATION SERIES TRUSTPOLEN DIVID ETF | — | 434,705 | US$16.25M | 3.10% |
| IJHISHARES TRCORE S&P MCP ETF | — | 206,811 | US$15.95M | 3.04% |
| ISHARES TRRUS MID CAP ETF | — | 136,560 | US$15.07M | 2.87% |
| SPDR SERIES TRUSTST STR P500ETF | — | 155,008 | US$13.62M | 2.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 18, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.