DOSSIER · 13F-HR · Q2 2026

49 WEALTH MANAGEMENT, LLC

$524M in tracked AUM across 189 positions as of Q2 2026.

4W
CIK 0002022291 · last filed Jun 30, 2026
Total AUM
$524M
as of Q2 2026
Holdings
189
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

49 WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$41M55K7.8%
02
IEMG
ISHARES INC
$27M324K5.1%
03
IXUS
ISHARES TR
$25M265K4.8%
04
IWF
ISHARES TR
$23M185K4.4%
05
IEFA
ISHARES TR
$19M201K3.7%
06
IWM
ISHARES TR
$18M59K3.4%
07
DIVZ
ELEVATION SERIES TRUST
$16M435K3.1%
08
IJH
ISHARES TR
$16M207K3.0%
09
IWR
ISHARES TR
$15M137K2.9%
10
SPYM
SPDR SERIES TRUST
$14M155K2.6%

Filing history

2026Q2Jun 30
$524M 60.8%
189 positionsView →
2026Q1Mar 31
$1.3B 8.7%
204 positionsView →
2025Q4Dec 31
$1.2B 15.9%
200 positionsView →
2025Q3Sep 30
$1.1B 12.9%
200 positionsView →
2025Q2Jun 30
$939M 13.2%
180 positionsLocked
2025Q1Mar 31
$830M 18.3%
189 positionsLocked
2024Q4Dec 31
$702M 14.3%
173 positionsLocked
2024Q3Sep 30
$614M 21.1%
179 positionsLocked
2024Q2Jun 30
$507M 8.8%
158 positionsLocked
2024Q1Mar 31
$466M 19.9%
128 positionsLocked
2023Q4Dec 31
$389M
121 positionsLocked