49 Wealth Management
$1.3B Assets Reported
231 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | 1,790,366 | $162M | 12.1% |
| DIVZ | POLEN DIVIDEND INCOME ETF | 4,276,008 | $159M | 11.9% |
| IDVZ | POLEN INTERNATIONAL DIVIDEND INCOME ETF | 4,045,910 | $136M | 10.2% |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 1,409,193 | $108M | 8.1% |
| PFDE | RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF | 4,179,577 | $98M | 7.4% |
| PFOE | PATHFINDER FOCUSED OPPORTUNITIES ETF | 4,167,305 | $93M | 7.0% |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 885,746 | $62M | 4.6% |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | 688,532 | $53M | 4.0% |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 2,196,449 | $51M | 3.8% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 737,423 | $47M | 3.5% |
Track 49 Wealth Management's 13F portfolio: $1.3B in reported holdings, 231 positions. Top holdings, AUM, and quarterly changes on SentiSense.