StockDriftsStockDriftsTop 50 49 Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.83% | 54.8K | $41.0M | +583.29%(+46.77K) | $659.41(+17.89%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.11% | 323.6K | $26.8M | -63.47%(-562.15K) | $58.01(+38.28%) | 2026-06-30 | |
| IXUS | ISHARES TR | 4.83% | 265.3K | $25.3M | +3950.27%(+258.74K) | $89.44(+8.95%) | 2026-06-30 | |
| IWF | ISHARES TR | 4.39% | 185.5K | $23.0M | +4032.55%(+180.98K) | $97.93(+27.93%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.71% | 201.2K | $19.4M | -88.76%(-1.59M) | $79.29(+27.43%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.35% | 58.5K | $17.6M | +3652.73%(+56.95K) | $268.41(+12.29%) | 2026-06-30 | |
| DIVZ | ELEVATION SERIES TRUST | 3.1% | 434.7K | $16.2M | -89.83%(-3.84M) | $33.33(+14.92%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.04% | 206.8K | $15.9M | -54.13%(-244.07K) | $61.77(+26.14%) | 2026-06-30 | |
| IWR | ISHARES TR | 2.87% | 136.6K | $15.1M | +2283.25%(+130.83K) | $101.49(+11.70%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.6% | 155.0K | $13.6M | -89.00%(-1.25M) | $68.85(+32.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.90% |
49 Wealth Management LLC reports $524.35M in US-listed equity holdings across 189 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.8%), IEMG (5.1%) and IXUS (4.8%). The top 20 holdings account for 59.92% of reported assets. Its disclosed equity book has returned +26.93% cumulatively over 10 quarters. 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 49 Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022291). View 49 Wealth Management LLC’s 13F filings on SEC