49 Wealth Management
$524M 13F equity value
310 Holdings
Quarter ended June 30, 2026
The latest 13F on file for 49 Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 54,793 | $41M | 7.8% |
| IEMG | ISHARES INC | 323,600 | $27M | 5.1% |
| IXUS | ISHARES TR | 265,293 | $25M | 4.8% |
| IWF | ISHARES TR | 185,469 | $23M | 4.4% |
| IEFA | ISHARES TR | 201,170 | $19M | 3.7% |
| IWM | ISHARES TR | 58,505 | $18M | 3.4% |
| DIVZ | ELEVATION SERIES TRUST | 434,705 | $16M | 3.1% |
| IJH | ISHARES TR | 206,811 | $16M | 3.0% |
| IWR | ISHARES TR | 136,560 | $15M | 2.9% |
| SPYM | SPDR SERIES TRUST | 155,008 | $14M | 2.6% |
Track 49 Wealth Management's 13F portfolio: $524M in reported holdings, 310 positions. Top holdings and quarterly changes on SentiSense.
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