49 WEALTH MANAGEMENT, LLC

DOSSIER · 13F-HR · Q1 2026

49 WEALTH MANAGEMENT, LLC

$1.3B in tracked AUM across 204 positions as of Q1 2026.

4W

CIK 0002022291 · last filed Mar 31, 2026

Total AUM

$1.3B

as of Q1 2026

Holdings

204

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

49 WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

IEFA

ISHARES CORE MSCI EAFE ETF

$162M1.8M12.1%02

DIVZ

POLEN DIVIDEND INCOME ETF

$159M4.3M11.9%03

IDVZ

POLEN INTERNATIONAL DIVIDEND INCOME ETF

$136M4.0M10.2%04

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$108M1.4M8.1%05

PFDE

RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF

$98M4.2M7.4%06

PFOE

PATHFINDER FOCUSED OPPORTUNITIES ETF

$93M4.2M7.0%07

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

$62M886K4.6%08

BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

$53M689K4.0%09

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

$51M2.2M3.8%10

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES