StockDriftsStockDriftsTop 50 44 Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.66% | 45.8K | $17.1M | +13.35%(+5.39K) | $259.00(+87.67%) | 2026-06-30 | |
| NKE | NIKE INC | 4.54% | 334.4K | $13.7M | -0.01%(-43) | $129.52(-68.55%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.76% | 39.2K | $11.3M | +34.62%(+10.09K) | $177.52(+72.03%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.37% | 30.0K | $7.2M | +59.47%(+11.20K) | $205.05(+28.04%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2% | 23.8K | $6.0M | +24.56%(+4.70K) | $185.46(+40.44%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.77% | 45.5K | $5.3M | -8.25%(-4.09K) | $49.77(+128.14%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.68% | 15.5K | $5.1M | -5.98%(-987) | $202.50(+80.11%) | 2026-06-30 | |
| KLAC | KLA CORP | 1.58% | 15.8K | $4.8M | -7.89%(-1.36K) | $98.72(+101.17%) | 2026-06-30 | |
| INTC | INTEL CORP | 1.55% | 33.6K | $4.7M | -2.72%(-940) | $47.42(+118.10%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 1.53% | 13.1K | $4.6M | +0.24%(+31) | $313.89(+6.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -2.07% | -6.09% | — | — | -5.43% |
| Top 20 Holdings Unweighted | +3.10% | +9.58% | — | — | +20.70% |
44 Wealth Management LLC reports $302.11M in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.7%), NKE (4.5%) and AAPL (3.8%). The top 20 holdings account for 38.85% of reported assets. Its disclosed equity book has returned -6.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 44 Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831187). View 44 Wealth Management LLC’s 13F filings on SEC