What does 49 WEALTH MANAGEMENT, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES CORE MSCI EAFE ETF

$162M1.8M12.1%

POLEN DIVIDEND INCOME ETF

$159M4.3M11.9%

POLEN INTERNATIONAL DIVIDEND INCOME ETF

$136M4.0M10.2%

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$108M1.4M8.1%

RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF

$98M4.2M7.4%

PATHFINDER FOCUSED OPPORTUNITIES ETF

$93M4.2M7.0%

ISHARES CORE MSCI EMERGING MARKETS ETF

$62M886K4.6%

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

$53M689K4.0%

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

$51M2.2M3.8%

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

$47M737K3.5%

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