§ 13F · FUND PROFILE
49 WEALTH MANAGEMENT, LLC.
AUM · $1.0B (13F)Positions · 378Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$151M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 55K | $41M | 3.9% | — |
| 2 | IVV | ISHARES TR | 55K | $41M | 3.9% | +1267% |
| 3 | IEMG | ISHARES INC | 324K | $27M | 2.6% | — |
| 4 | IEMG | ISHARES INC | 324K | $27M | 2.6% | −27% |
| 5 | IXUS | ISHARES TR | 265K | $25M | 2.4% | +8001% |
| 6 | IXUS | ISHARES TR | 265K | $25M | 2.4% | — |
| 7 | IWF | ISHARES TR | 185K | $23M | 2.2% | +32960% |
| 8 | IWF | ISHARES TR | 185K | $23M | 2.2% | — |
| 9 | IEFA | ISHARES TR | 201K | $19M | 1.9% | — |
| 10 | IEFA | ISHARES TR | 201K | $19M | 1.9% | −78% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 49 SIGNAL
AC read
49 WEALTH MANAGEMENT, LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 378 positions.
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