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49 Wealth Management

Latest statistics and disclosures from 49 Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, IEFA, Listed Fd Tr, IDVZ, VTV, and represent 51.56% of 49 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BIV (+$25M), IEFA (+$21M), SPYM (+$20M), Listed Fd Tr (+$20M), IDVZ (+$16M), VGSH (+$11M), VTV (+$9.9M), IEMG (+$7.2M), VCSH (+$6.2M), VEA (+$6.0M).
Started 26 new stock positions in HIG, HYPR, TMDX, PSX, Brookfield Infrastructure, MAR, FER, BIV, IXUS, Proshares Tr Ii ultra vix short.
Reduced shares in these 10 stocks: AAPL (-$74M), CLIP (-$16M), TBIL, JEPI, XBIL, BSCQ, Noble Energy, IQLT, SPYG, OBIL.
Sold out of its positions in T, ABT, APD, ANNX, OWL, EVH, FFIN, FYC, GAB, ICSH.
49 Wealth Management was a net buyer of stock by $88M.
49 Wealth Management has $1.2B in assets under management (AUM), dropping by 9.60%.
Central Index Key (CIK): 0002022291

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Portfolio Holdings for 49 Wealth Management

49 Wealth Management holds 198 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street Spdr Portfl S&p 500 Etf Portfolio S&p500 (SPYM)	13.0	$160M	+14%	2.0M	80.22	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	11.9	$146M	+16%	1.6M	89.46	View chart
Opal Dividend Income Etf Opal Divd Incm E	11.5	$141M	+16%	3.9M	36.36	View chart
The Opal International Div In Etf Opal Intl Income (IDVZ)	9.5	$117M	+16%	3.7M	31.78	View chart
Vanguard Value Etf Value Etf (VTV)	5.7	$70M	+16%	366k	190.99	View chart
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)	4.4	$54M	+25%	924k	58.73	View chart
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)	4.4	$54M	+15%	804k	67.22	View chart
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)	3.8	$47M	+13%	238k	198.62	View chart
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)	3.4	$42M	+16%	665k	62.47	View chart
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)	2.5	$30M	-35%	303k	100.11	View chart
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)	2.2	$28M	+3%	543k	50.58	View chart
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)	2.2	$26M	+15%	401k	66.00	View chart
Vanguard Intermediate Term Bond Etf Intermed Term (BIV)	2.0	$25M	NEW	322k	77.88	View chart
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)	1.6	$20M	+3%	361k	55.80	View chart
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)	1.6	$20M	+6%	1.0M	19.74	View chart
Polen High Income Etf Polen High Incom (PCHI)	1.1	$14M		555k	24.99	View chart
Vanguard Short Term Cor Bd Etf Shrt Trm Corp Bd (VCSH)	1.0	$12M	+102%	154k	79.73	View chart
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ)	0.9	$12M	+10%	19k	614.31	View chart
Us Treasury 12 Month Bill Etf Us Treasry 12 Mt (OBIL)	0.9	$11M	-9%	222k	50.19	View chart
Us Treasury 2 Year Note Etf Us Treasy 2 Yr (UTWO)	0.6	$7.7M	+4%	159k	48.56	View chart
Apple (AAPL)	0.6	$7.5M	-90%	28k	271.86	View chart
State Srt Spdr Prtfl Hgh Yld Bnd Etf Portfli High Yld (SPHY)	0.6	$7.4M	+30%	313k	23.67	View chart
Microsoft Corporation (MSFT)	0.6	$7.1M	+84%	15k	483.61	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.5	$5.6M	+7%	8.2k	684.93	View chart
Invsc Bulletsha 2026 Crp Bnd Etf Iv Bulshs 2026 Cb (BSCQ)	0.4	$5.5M	-36%	279k	19.57	View chart
Pimco Enhanced Shrt Maturty Actv Etf Enhan Shrt Ma Ac (MINT)	0.4	$5.4M	+8%	54k	100.34	View chart
Proshares Tr Ii Ultra Vix Short Term Futures Etf Ultra Vix Short	0.4	$5.3M	NEW	146k	35.93	View chart
Pathfinder Focused Opportunities Etf Pathfinder Fo (PFOE)	0.4	$4.7M	NEW	187k	24.92	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.4	$4.5M	+295%	7.2k	627.16	View chart
NVIDIA Corporation (NVDA)	0.4	$4.4M	+17%	23k	186.50	View chart
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)	0.3	$4.1M	+71%	13k	313.00	View chart
Invsc Bulltsh 2026 Hg Yld Crp Bd Etf Invsco Blsh 26 (BSJQ)	0.3	$3.9M	+4%	166k	23.34	View chart
Rbb Fd Tr Pathfinder Disciplined Us Equity Etf Pathfinder Disc (PFDE)	0.3	$3.9M	NEW	156k	24.92	View chart
Dimensional Shrt Drt Fxd Incm Etf Short Duration F (DFSD)	0.3	$3.8M	NEW	79k	47.95	View chart
St Stert Spdr Blmbg 1 3 Mn T Bl Etf Bloomberg 1-3 Mo (BIL)	0.3	$3.6M	-17%	39k	91.38	View chart
Wal-Mart Stores (WMT)	0.3	$3.4M		30k	111.41	View chart
Amazon (AMZN)	0.3	$3.1M	+19%	13k	230.82	View chart
Construction Partners In Class A Com Cl A (ROAD)	0.3	$3.1M	NEW	28k	108.55	View chart
Dimensional U S Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.2	$2.7M	+3%	69k	39.59	View chart
Us Treasury 6 Month Bill Etf Us Trsry 6 Mnth (XBIL)	0.2	$2.7M	-56%	53k	50.07	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.2	$2.6M	+158%	7.9k	335.29	View chart
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)	0.2	$2.6M	+12%	8.2k	313.79	View chart
Broadcom (AVGO)	0.2	$2.4M		7.0k	346.08	View chart
Eventide Us Market Etf Eventide Us Mrkt (ESUM)	0.2	$2.3M	+116%	86k	26.93	View chart
Us Treasury 3 Month Bill Etf Us Treas 3 Mnth (TBIL)	0.2	$2.1M	-68%	43k	49.88	View chart
Ishs Msci Intl Quality Fact Etf Msci Intl Qualty (IQLT)	0.2	$2.1M	-44%	45k	45.45	View chart
Visa Inc Class Class A Com Cl A (V)	0.2	$2.1M	+19%	5.8k	350.73	View chart
Dimensional Us Equity Market Etf Us Equity Etf (DFUS)	0.1	$1.8M		24k	74.17	View chart
Jpmorgan Municipal Etf Municipal Etf (JMUB)	0.1	$1.8M	+35%	36k	50.50	View chart
Goldman Sachs (GS)	0.1	$1.8M	+10%	2.0k	879.15	View chart
Meta Platforms Inc Class A Cl A (META)	0.1	$1.7M	+34%	2.6k	660.12	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	+26%	8.4k	194.91	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M	+21%	13k	120.34	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.5M	+6%	4.7k	322.19	View chart
Abbvie (ABBV)	0.1	$1.4M	+6%	6.0k	228.49	View chart
Netflix (NFLX)	0.1	$1.4M	+2456%	15k	93.76	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.1	$1.3M	+7%	1.9k	681.94	View chart
Philip Morris International (PM)	0.1	$1.3M	+11%	7.9k	160.40	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$1.2M	+61%	12k	107.11	View chart
Berkshire Hathaway Class Class B Cl B New (BRK.B)	0.1	$1.2M	+43%	2.5k	502.65	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.1	$1.1M	-9%	19k	60.17	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	+6%	7.9k	143.31	View chart
Ohio Valley Banc (OVBC)	0.1	$1.1M	-4%	28k	39.98	View chart
Eventide High Dividend Etf Eventide High Di (ELCV)	0.1	$1.1M	+4%	42k	26.54	View chart
Flexshar Hg Yld Vlu Scor Bd Indx Etf Hig Yld Vl Etf (HYGV)	0.1	$1.1M	+20%	27k	40.74	View chart
Taiwan Semiconductor M F Sponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.1	$1.1M	+25%	3.6k	303.89	View chart
Palantir Technologies In Class Class A Cl A (PLTR)	0.1	$1.1M	+19%	6.1k	177.75	View chart
Hartford Financial Services (HIG)	0.1	$1.1M	NEW	7.8k	137.80	View chart
AFLAC Incorporated (AFL)	0.1	$1.1M		9.6k	110.27	View chart
Citigroup Com New (C)	0.1	$1.0M	+6%	8.8k	116.69	View chart
Verizon Communications (VZ)	0.1	$1.0M	+11%	25k	40.73	View chart
Jpmorgan Ultra Shrt Muncipl Incm Etf Ultra Sht Muncpl (JMST)	0.1	$968k	+94%	19k	50.94	View chart
ConocoPhillips (COP)	0.1	$967k	+20%	10k	93.61	View chart
Vanguard Extended Market Etf Extend Mkt Etf (VXF)	0.1	$960k	NEW	4.6k	209.11	View chart
Nextera Energy (NEE)	0.1	$955k	+14%	12k	80.28	View chart
Chevron Corporation (CVX)	0.1	$948k	+4%	6.2k	152.41	View chart
Pimco Intrmediate Muni Bond Actv Etf Inter Mun Bd Act (MUNI)	0.1	$936k	+92%	18k	52.41	View chart
Dell Technologies Inc Class Class C CL C (DELL)	0.1	$936k	+8%	7.4k	125.86	View chart
Johnson & Johnson (JNJ)	0.1	$933k	+33%	4.5k	206.95	View chart
Mplx (MPLX)	0.1	$912k	+13%	17k	53.37	View chart
Enbridge (ENB)	0.1	$912k	+8%	19k	47.83	View chart
Cme Group Inc Class Class A Com Cl A (CME)	0.1	$859k	+8%	3.1k	273.09	View chart
Caterpillar (CAT)	0.1	$850k	+35%	1.5k	572.86	View chart
Accenture Plc Ireland F Class Class A Shs Class A (ACN)	0.1	$746k	+9%	2.8k	268.30	View chart
Novo-nordisk A S F Sponsored Adr 1 Adr Reps 1 Ord Adr (NVO)	0.1	$733k	+100%	14k	50.88	View chart
Timothy Plan High Dividend Stock Etf Hig Dv Stk Etf (TPHD)	0.1	$724k	+63%	19k	38.53	View chart
Strategy Shs Eventide Large Cap Growth Etf Eventide Large C (ESLG)	0.1	$693k	NEW	28k	24.96	View chart
Applied Materials (AMAT)	0.1	$679k	-8%	2.6k	257.04	View chart
Pepsi (PEP)	0.1	$666k	+6%	4.6k	143.53	View chart
Dominion Resources (D)	0.1	$655k	+36%	11k	58.59	View chart
Vanguard Total International Stk Etf Vg Tl Intl Stk F (VXUS)	0.1	$649k	-6%	8.6k	75.44	View chart
Altria (MO)	0.1	$638k	+14%	11k	57.66	View chart
McKesson Corporation (MCK)	0.1	$632k	+21%	771.00	819.86	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.0	$615k	+2%	5.0k	123.27	View chart
Eli Lilly & Co. (LLY)	0.0	$611k	+17%	569.00	1073.91	View chart
British Amern Tob Plc F Unsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (BTI)	0.0	$597k	+6%	11k	56.62	View chart
Tesla Motors (TSLA)	0.0	$595k	+43%	1.3k	449.72	View chart
St Strt Spdr Prtl S&p 500 Grw Etf Iv Prtflo S&p500 Gw (SPYG)	0.0	$574k	-68%	5.4k	106.71	View chart
American Electric Power Company (AEP)	0.0	$573k	+4%	5.0k	115.31	View chart
United Parcel Svc Inc Class Class B CL B (UPS)	0.0	$560k	NEW	5.6k	99.19	View chart
Nrg Energy Com New (NRG)	0.0	$556k	+35%	3.5k	159.22	View chart
Ishares Core Msci Totl Intl Stck Etf Core Msci Total (IXUS)	0.0	$554k	NEW	6.6k	84.64	View chart
Crh Public Limited Co F Adr	0.0	$540k	+7%	4.3k	124.80	View chart
Cheniere Energy Com New (LNG)	0.0	$536k	+4%	2.8k	194.39	View chart
Atlas Energy Solutions Inc Com Class A (AESI)	0.0	$531k	+123%	56k	9.42	View chart
UnitedHealth (UNH)	0.0	$526k	+85%	1.6k	330.18	View chart
Brookfield Infrastru F Class A Com Sb Vtg Shs A	0.0	$510k	NEW	11k	45.40	View chart
Lam Research Corporation	0.0	$507k	+10%	3.0k	171.18	View chart
Marriott Intl Inc New Class Class A Cl A (MAR)	0.0	$505k	NEW	1.6k	310.39	View chart
Wells Fargo & Company (WFC)	0.0	$496k	+8%	5.3k	93.20	View chart
Cigna Corp (CI)	0.0	$485k	+10%	1.8k	275.31	View chart
Raytheon Technologies Corp (RTX)	0.0	$476k	+3%	2.6k	183.38	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.0	$475k	-25%	1.0k	473.08	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.0	$472k	+118%	8.8k	53.76	View chart
Ishares Russell Mid Cap Etf Rus Mid Cap Etf (IWR)	0.0	$461k		4.8k	96.27	View chart
Bank of America Corporation (BAC)	0.0	$459k	+16%	8.3k	55.00	View chart
Mastercard Inc Class Class A Cl A (MA)	0.0	$455k	+74%	797.00	571.06	View chart
American Intl Group Com New (AIG)	0.0	$454k	+5%	5.3k	85.55	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$442k	+3%	4.6k	96.02	View chart
Hershey Company (HSY)	0.0	$436k	+15%	2.4k	181.95	View chart
Starbucks Corporation (SBUX)	0.0	$433k	-2%	5.1k	84.21	View chart
Vanguard Mid Cap Growth Etf Mcap Gr Idxvip (VOT)	0.0	$431k	+2%	1.5k	279.14	View chart
Vanguard Small Cap Etf Small Cp Etf (VB)	0.0	$431k	NEW	1.7k	258.02	View chart
Ishares Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	0.0	$427k	-6%	2.9k	148.67	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$427k	-5%	1.7k	246.15	View chart
Workday Inc Class A Cl A (WDAY)	0.0	$426k		2.0k	214.78	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.0	$422k	+4%	865.00	487.88	View chart
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)	0.0	$420k		9.0k	46.59	View chart
McDonald's Corporation (MCD)	0.0	$418k	+35%	1.4k	305.73	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.0	$417k	-91%	7.3k	57.24	View chart
Kinder Morgan (KMI)	0.0	$415k	+11%	15k	27.49	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.0	$413k	+17%	17k	24.04	View chart
Ishares Morningstar Mid Cap Etf Mrgstr Md Cp Etf (IMCB)	0.0	$399k		4.8k	82.73	View chart
Amgen (AMGN)	0.0	$395k	+4%	1.2k	327.40	View chart
Genuine Parts Company (GPC)	0.0	$383k	+7%	3.1k	122.95	View chart
Quanta Services (PWR)	0.0	$380k	-6%	900.00	422.09	View chart
Home Depot (HD)	0.0	$375k	+3%	1.1k	344.04	View chart
Amphenol Corp New Class Class A Cl A (APH)	0.0	$367k		2.7k	135.15	View chart
First Trust Value Dividend Index Etf SHS (FVD)	0.0	$352k	-13%	7.6k	46.08	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.0	$344k	NEW	2.4k	143.49	View chart
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)	0.0	$332k	-5%	550.00	603.27	View chart
Lockheed Martin Corporation (LMT)	0.0	$331k		685.00	483.78	View chart
Mesoblast Ltd F Sponsored Adr 1 Adr Reps 10 Ord Spons Adr	0.0	$330k		18k	18.04	View chart
Evans & Sutherland Computer	0.0	$321k	NEW	12k	25.90	View chart
Texas Instruments Incorporated (TXN)	0.0	$319k	+2%	1.8k	173.47	View chart
Jpmorgan U.s. Quality Factor Etf Us Qualty Fctr (JQUA)	0.0	$318k	-20%	5.0k	63.18	View chart
Morgan Stanley Com New (MS)	0.0	$317k	+2%	1.8k	177.50	View chart
Timothy Plan Us Larg Md Cp Cr Etf Us Lrgmd Cp Core (TPLC)	0.0	$313k	-78%	6.9k	45.45	View chart
Uber Technologies (UBER)	0.0	$306k	+22%	3.7k	81.71	View chart
State Stret Tec Select Sec Spdr Etf Technology (XLK)	0.0	$305k	+101%	2.1k	143.98	View chart
Medtronic Plc F SHS (MDT)	0.0	$301k	-4%	3.1k	96.06	View chart
MercadoLibre (MELI)	0.0	$300k	+4%	149.00	2014.26	View chart
Progressive Corporation (PGR)	0.0	$300k		1.3k	227.64	View chart
Intuit (INTU)	0.0	$295k	+47%	445.00	662.71	View chart
Invesco Russell 1000 Dymc Mltfct Etf Rusl 1000 Dynm (OMFL)	0.0	$293k	-14%	4.8k	61.13	View chart
Stryker Corporation (SYK)	0.0	$291k	+31%	828.00	351.62	View chart
Automatic Data Processing (ADP)	0.0	$290k	+22%	1.1k	257.22	View chart
BlackRock	0.0	$277k	+3%	259.00	1068.29	View chart
Timothy Plan International Etf Intl Etf (TPIF)	0.0	$277k	+13%	8.0k	34.68	View chart
Ishares Bitcoin Etf Shs Ben Int (IBIT)	0.0	$276k		5.6k	49.65	View chart
Schwab Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.0	$274k	+5%	11k	26.23	View chart
American Century Us Qlt Grwt Etf Stoxx Us Qlty (QGRO)	0.0	$271k	-13%	2.4k	114.54	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.0	$270k		359.00	752.86	View chart
TJX Companies (TJX)	0.0	$268k	+7%	1.7k	153.64	View chart
Merck & Co (MRK)	0.0	$262k	-7%	2.5k	105.27	View chart
Invesco S & P Midcap Momentum Etf S&p Mdcp Momntum (XMMO)	0.0	$260k	-18%	1.9k	138.49	View chart
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)	0.0	$259k	NEW	3.7k	69.42	View chart
Phillips 66 (PSX)	0.0	$255k	NEW	2.0k	129.02	View chart
Asml Hldg N V F Sponsored Adr 1 Adr Reps 1 Ord N Y Registry Shs (ASML)	0.0	$251k	NEW	235.00	1069.86	View chart
Jpmrg Dvsfd Retn Emrg Mrks Eqy Etf Div Rtn Em Eqt (JPEM)	0.0	$251k	-9%	4.1k	60.73	View chart
Ferrovial Se F Ord Shs (FER)	0.0	$250k	NEW	3.9k	64.61	View chart
Vanguard S&p Mid Cap 400 Etf Midcp 400 Idx (IVOO)	0.0	$246k		2.2k	111.78	View chart
Janus Hendrson Mortg Bckd Securt Etf Henderson Mtg (JMBS)	0.0	$244k	+11%	5.3k	45.69	View chart
International Business Machines (IBM)	0.0	$238k	NEW	802.00	296.19	View chart
Nektar Therapeutics	0.0	$230k	-9%	5.4k	42.28	View chart
Boston Scientific Corporation (BSX)	0.0	$229k		2.4k	95.35	View chart
Cogent Biosciences (COGT)	0.0	$228k	-35%	6.4k	35.52	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Portfolio Devlpd (SPDW)	0.0	$227k		5.1k	44.41	View chart
Roku Inc Class A Com Cl A (ROKU)	0.0	$225k		2.1k	108.49	View chart
Qualcomm (QCOM)	0.0	$220k	-11%	1.3k	171.01	View chart
Palo Alto Networks (PANW)	0.0	$210k	-8%	1.1k	184.20	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	0.0	$206k	NEW	1.7k	120.19	View chart
Usa Compression Partn Comunit Ltdpar (USAC)	0.0	$206k	+2%	8.9k	23.00	View chart
Invsc S P 500 Equal Weight Etf S&p 500 Eql Wgt (RSP)	0.0	$205k	NEW	1.1k	191.47	View chart
Transmedics Group (TMDX)	0.0	$204k	NEW	1.7k	121.65	View chart
Bp P L C F Sponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP)	0.0	$204k	-37%	5.9k	34.73	View chart
Honeywell International (HON)	0.0	$200k	-5%	1.0k	195.04	View chart
Nurix Therapeutics (NRIX)	0.0	$193k	-13%	10k	18.97	View chart
Universal Music Group F Unsponsored Adr 1 Adr Reps 0.5 Ord Adr (UNVGY)	0.0	$182k	NEW	14k	13.04	View chart
Npk Interntnl Com Shs (NPKI)	0.0	$120k	-61%	10k	11.92	View chart
Aura Biosciences (AURA)	0.0	$104k	+78%	19k	5.45	View chart
Relay Therapeutics (RLAY)	0.0	$97k	-12%	11k	8.46	View chart
Zentalis Pharmaceuticals (ZNTL)	0.0	$96k	+151%	71k	1.35	View chart
908 Devices (MASS)	0.0	$92k	-8%	18k	5.25	View chart
Butterfly Network Inc Class A Com Cl A (BFLY)	0.0	$43k		11k	3.80	View chart
Royalty Mgmt Hldg Corp Class A Class A Com (RMCO)	0.0	$37k		12k	3.09	View chart
Pulmonx Corp (LUNG)	0.0	$26k	-17%	12k	2.21	View chart
Hyperfine Inc Class A Com Cl A (HYPR)	0.0	$9.8k	NEW	10k	0.98	View chart

Past Filings by 49 Wealth Management

SEC 13F filings are viewable for 49 Wealth Management going back to 2024

49 Wealth Management 2025 Q4 filed Feb. 4, 2026
49 Wealth Management 2025 Q3 filed Nov. 12, 2025
49 Wealth Management 2025 Q2 filed Aug. 7, 2025
49 Wealth Management 2025 Q1 filed April 30, 2025
49 Wealth Management 2024 Q4 filed Feb. 18, 2025
49 Wealth Management 2024 Q3 filed Nov. 12, 2024
49 Wealth Management 2024 Q2 filed July 30, 2024
49 Wealth Management 2023 Q4 filed May 7, 2024
49 Wealth Management 2024 Q1 filed May 7, 2024

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