49 WEALTH MANAGEMENT, LLC
49 WEALTH MANAGEMENT, LLC reported 189 positions worth $524.4M as of June 30, 2026 (13F filed August 18, 2026). Largest holding: IVV (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $41.0M | 7.83% | 54,793 | — | — | |
| ▸ 2 | IEMG | SH | $26.8M | 5.11% | 323,600 | — | — | |
| ▸ 3 | IXUS | SH | $25.3M | 4.83% | 265,293 | — | — | |
| ▸ 4 | IWF | SH | $23.0M | 4.39% | 185,469 | — | — | |
| ▸ 5 | IEFA | SH | $19.4M | 3.71% | 201,170 | — | — | |
| ▸ 6 | IWM | SH | $17.6M | 3.35% | 58,505 | — | — | |
| ▸ 7 | DIVZ | SH | $16.2M | 3.10% | 434,705 | — | — | |
| ▸ 8 | IJH | SH | $15.9M | 3.04% | 206,811 | — | — | |
| ▸ 9 | IWR | SH | $15.1M | 2.87% | 136,560 | — | — | |
| ▸ 10 | SPYM | SH | $13.6M | 2.60% | 155,008 | — | — |
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Frequently Asked Questions
What stocks does 49 WEALTH MANAGEMENT, LLC hold as of Q2 2026?
49 WEALTH MANAGEMENT, LLC reported 189 positions worth $524.4M in its Q2 2026 13F filing. Largest positions: IVV (7.8%), IEMG (5.1%), IXUS (4.8%), IWF (4.4%) and IEFA (3.7%).
What did 49 WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 49 WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.