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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 IEFA, DIVZ, IDVZ, SPYM, PFDE, and represent 49.64% of 49 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DIVZ (+$159M), PFDE (+$95M), PFOE (+$89M), SPHY (+$44M), BIV (+$28M), DFCF (+$19M), IEFA (+$14M), IDVZ (+$13M), VCSH (+$8.5M), VNLA (+$7.8M).
Started 34 new stock positions in VNLA, LIN, DNTH, T, SPOT, DIVZ, GLD, LEN, SCHD, ADI.
Reduced shares in these 10 stocks: Listed Fd Tr (-$141M), VTV (-$69M), SPYM (-$45M), QUAL (-$45M), VGSH (-$29M), CLIP (-$20M), , BSCR (-$20M), BSCQ (-$5.5M), Proshares Tr Ii ultra vix short (-$5.3M).
Sold out of its positions in BP, BlackRock, BSX, Brookfield Infrastructure, CRH, C, Evans & Sutherland Computer, GPC, RSP, BSJQ.
49 Wealth Management was a net buyer of stock by $106M.
49 Wealth Management has $1.3B in assets under management (AUM), dropping by 8.70%.
Central Index Key (CIK): 0002022291

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Portfolio Holdings for 49 Wealth Management

49 Wealth Management holds 203 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	12.1	$162M	+9%	1.8M	90.53	View chart
Polen Dividend Income Etf Polen Dividend I (DIVZ)	11.9	$159M	NEW	4.3M	37.23	View chart
Polen International Dividend Income Etf Polen Intl Div (IDVZ)	10.2	$136M	+10%	4.0M	33.57	View chart
State Street Spdr Portfolio S&p 500 Etf State Street Spd (SPYM)	8.1	$108M	-29%	1.4M	76.54	View chart
Rbb Fd Tr Pathfinder Disciplined Us Equity Etf Pathfinder Disc (PFDE)	7.4	$98M	+2588%	4.2M	23.52	View chart
Pathfinder Focused Opportunities Etf Pathfinder Fo (PFOE)	7.0	$93M	+2125%	4.2M	22.33	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	4.6	$62M	+10%	886k	69.75	View chart
Vanguard Intermediate-term Bond Index Fund Etf Shares Intermed Term (BIV)	4.0	$53M	+114%	689k	77.18	View chart
State Street Spdr Portfolio High Yield Bond Etf State Street Spd (SPHY)	3.8	$51M	+602%	2.2M	23.32	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Van Ftse Dev Mkt (VEA)	3.5	$47M	+10%	737k	64.08	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	2.3	$30M	+12%	451k	67.53	View chart
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)	2.2	$29M	+5%	571k	50.37	View chart
Vanguard Short-term Treasury Index Fund Etf Shares Short Term Treas (VGSH)	1.9	$25M	-53%	433k	58.54	View chart
Vanguard Short Term Cor Bd Etf Shrt Trm Corp Bd (VCSH)	1.5	$21M	+69%	261k	79.27	View chart
Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)	1.5	$19M	NEW	460k	42.22	View chart
Polen High Income Etf Polen High Incom (PCHI)	1.0	$14M		565k	24.37	View chart
F/m Us Treasury 12 Month Bill Etf Us Treasry 12 Mt (OBIL)	0.9	$12M	+8%	241k	50.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$12M	+10%	21k	577.19	View chart
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)	0.8	$10M	-66%	102k	100.36	View chart
F/m Us Treasury 2 Year Note Etf Us Treasy 2 Yr (UTWO)	0.7	$8.9M	+16%	185k	48.28	View chart
Janus Henderson Short Duration Income Etf Hendrsn Shrt Etf (VNLA)	0.6	$7.8M	NEW	160k	48.86	View chart
Apple (AAPL)	0.5	$7.1M		28k	253.79	View chart
Vanguard Ultra-short Bond Etf Shares Vanguard Ultra (VUSB)	0.4	$5.7M	NEW	114k	49.79	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Enhan Shrt Ma Ac (MINT)	0.4	$5.5M		54k	100.57	View chart
Microsoft Corporation (MSFT)	0.4	$5.4M		15k	370.18	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.4	$5.2M	-2%	8.0k	653.25	View chart
Wal-Mart Stores (WMT)	0.3	$4.7M	+24%	38k	124.28	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.3	$4.2M	-2%	7.0k	597.54	View chart
NVIDIA Corporation (NVDA)	0.3	$4.0M		23k	174.40	View chart
Dimensional Short-duration Fixed Income Etf Short Duration F (DFSD)	0.3	$4.0M	+6%	84k	47.88	View chart
Alphabet Inc Class Class A Cap Stk Cl A (GOOGL)	0.3	$3.8M		13k	287.55	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL)	0.3	$3.6M		39k	91.64	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.4M	+51%	20k	169.66	View chart
Jpmorgan Ultra-short Income Etf Ultra Shrt Etf (JPST)	0.2	$2.8M	NEW	55k	50.61	View chart
Vanguard Total Stock Market Index Fund Etf Shares Total Stk Mkt (VTI)	0.2	$2.7M	+7%	8.5k	320.83	View chart
F/m Us Treasury 6 Month Bill Etf Us Trsry 6 Mnth (XBIL)	0.2	$2.7M		53k	50.03	View chart
Vanguard Value Index Fund Etf Shares Value Etf (VTV)	0.2	$2.6M	-96%	14k	196.20	View chart
Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.2	$2.6M	-2%	67k	38.86	View chart
Amazon (AMZN)	0.2	$2.4M	-13%	12k	208.27	View chart
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)	0.2	$2.4M		8.3k	286.85	View chart
Broadcom (AVGO)	0.2	$2.3M	+6%	7.5k	309.52	View chart
Construction Partners In Class A Com Cl A (ROAD)	0.2	$2.2M	-30%	20k	111.12	View chart
F/m Us Treasury 3 Month Bill Fund - Etf Class Shares F/m Us Treasury (TBIL)	0.2	$2.1M	-2%	42k	49.86	View chart
Ishares Msci Intl Quality Factor Etf Msci Intl Qualty (IQLT)	0.2	$2.1M		45k	46.23	View chart
Chevron Corporation (CVX)	0.1	$2.0M	+54%	9.6k	206.91	View chart
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)	0.1	$1.9M	+402%	4.3k	436.75	View chart
Visa Inc Class Class A Com Cl A (V)	0.1	$1.9M	+7%	6.3k	302.26	View chart
Jpmorgan Municipal Etf Municipal Etf (JMUB)	0.1	$1.8M	+3%	37k	49.99	View chart
Dimensional U.s. Equity Market Etf Us Equity Market (DFUS)	0.1	$1.7M		25k	70.91	View chart
Netflix (NFLX)	0.1	$1.7M	+19%	18k	96.15	View chart
Philip Morris International (PM)	0.1	$1.5M	+15%	9.1k	165.33	View chart
Meta Platforms Inc Class Class A Cl A (META)	0.1	$1.5M		2.6k	572.13	View chart
ConocoPhillips (COP)	0.1	$1.5M	+6%	11k	132.00	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.4M		4.7k	294.17	View chart
Abbvie (ABBV)	0.1	$1.4M	+5%	6.4k	217.50	View chart
Goldman Sachs (GS)	0.1	$1.3M	-21%	1.6k	846.22	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	+6%	9.0k	147.11	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$1.3M	+5%	12k	106.15	View chart
Verizon Communications (VZ)	0.1	$1.3M	+3%	26k	50.20	View chart
Nextera Energy (NEE)	0.1	$1.3M	+14%	14k	92.88	View chart
Atlas Energy Solutions I Com New (AESI)	0.1	$1.3M	+69%	96k	13.12	View chart
Taiwan Semiconductor M F Sponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.1	$1.2M		3.7k	337.95	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	+12%	5.1k	244.45	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	0.1	$1.2M	+3%	2.5k	479.20	View chart
Eventide High Dividend Etf Eventide High Di (ELCV)	0.1	$1.2M	-3%	40k	29.00	View chart
Ohio Valley Banc (OVBC)	0.1	$1.2M	-5%	27k	43.86	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.1	$1.2M	-7%	1.8k	650.17	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.1	$1.1M	-2%	18k	62.56	View chart
Flexshares High Yield Value-scored Bond Index Fund Hig Yld Vl Etf (HYGV)	0.1	$1.1M		27k	40.06	View chart
Jpmorgan Ultra-short Municipal Income Etf Ultra Sht Muncpl (JMST)	0.1	$1.1M	+8%	21k	50.98	View chart
Hartford Financial Services (HIG)	0.1	$1.1M		7.8k	135.23	View chart
AFLAC Incorporated (AFL)	0.1	$1.0M		9.6k	109.71	View chart
Procter & Gamble Company (PG)	0.1	$1.0M	-8%	7.3k	144.44	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$1.0M	+5%	18k	57.07	View chart
Cme (CME)	0.1	$994k	+6%	3.4k	295.35	View chart
Caterpillar (CAT)	0.1	$985k	-6%	1.4k	708.65	View chart
Vanguard Extended Market Index Fund Etf Shares Extend Mkt Etf (VXF)	0.1	$952k		4.6k	205.80	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Inter Mun Bd Act (MUNI)	0.1	$932k		18k	52.19	View chart
Pepsi (PEP)	0.1	$923k	+28%	5.9k	155.28	View chart
Valero Energy Corporation (VLO)	0.1	$921k	NEW	3.7k	247.06	View chart
United Parcel Svc Inc Class Class B CL B (UPS)	0.1	$912k	+64%	9.3k	98.38	View chart
Applied Materials (AMAT)	0.1	$901k		2.6k	341.75	View chart
Palantir Technologies In Class Class A Cl A (PLTR)	0.1	$901k		6.2k	146.28	View chart
Eventide Us Market Etf Eventide Us Mrkt (ESUM)	0.1	$870k	-61%	33k	26.18	View chart
UnitedHealth (UNH)	0.1	$866k	+101%	3.2k	270.57	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	0.1	$788k	NEW	31k	25.64	View chart
Eventide Large Cap Growth Etf Eventide Large C (ESLG)	0.1	$787k	+21%	34k	23.34	View chart
Cheniere Energy Com New (LNG)	0.1	$784k		2.8k	283.78	View chart
McKesson Corporation (MCK)	0.1	$756k	+13%	873.00	865.59	View chart
Home Depot (HD)	0.1	$746k	+108%	2.3k	328.90	View chart
Dominion Resources (D)	0.1	$715k	+3%	12k	61.82	View chart
Devon Energy Corporation (DVN)	0.1	$714k	NEW	14k	50.32	View chart
Hershey Company (HSY)	0.1	$694k	+39%	3.3k	207.87	View chart
Vanguard Total International Stock Index Fund Etf Shares Vg Tl Intl Stk F (VXUS)	0.0	$662k		8.6k	77.11	View chart
American Electric Power Company (AEP)	0.0	$661k		5.0k	131.09	View chart
Altria (MO)	0.0	$658k	-9%	10k	65.99	View chart
British Amern Tob Plc F Unsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (BTI)	0.0	$655k	+6%	11k	58.47	View chart
Mastercard Inc Class Class A Cl A (MA)	0.0	$613k	+53%	1.2k	499.63	View chart
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	0.0	$605k	-98%	3.2k	191.81	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Ftse Emr Mkt Etf (VWO)	0.0	$595k	+25%	11k	54.05	View chart
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$595k	NEW	19k	30.68	View chart
Eli Lilly & Co. (LLY)	0.0	$589k	+12%	640.00	919.96	View chart
McDonald's Corporation (MCD)	0.0	$583k	+37%	1.9k	310.73	View chart
Raytheon Technologies Corp (RTX)	0.0	$578k	+15%	3.0k	192.89	View chart
Ishares Core Msci Total International Stock Etf Core Msci Total (IXUS)	0.0	$568k		6.6k	86.64	View chart
Enbridge (ENB)	0.0	$562k	-45%	10k	54.14	View chart
Ishares Russell Mid-cap Etf Rus Mid Cap Etf (IWR)	0.0	$557k	+19%	5.7k	97.23	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.0	$547k	-2%	4.8k	113.12	View chart
Cigna Corp (CI)	0.0	$540k	+14%	2.0k	266.81	View chart
Texas Instruments Incorporated (TXN)	0.0	$527k	+47%	2.7k	194.17	View chart
Kinder Morgan (KMI)	0.0	$522k	+3%	16k	33.53	View chart
State Street Spdr Portfolio S&p 500 Growth Etf State Street Spd (SPYG)	0.0	$522k		5.3k	97.91	View chart
Atmos Energy Corporation (ATO)	0.0	$519k	NEW	2.8k	184.73	View chart
Quanta Services (PWR)	0.0	$516k	+4%	940.00	549.20	View chart
Tesla Motors (TSLA)	0.0	$514k	+4%	1.4k	371.75	View chart
Morgan Stanley Com New (MS)	0.0	$508k	+73%	3.1k	164.54	View chart
Marriott Intl Inc New Class Class A Cl A (MAR)	0.0	$501k	-5%	1.5k	327.00	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.0	$479k	+11%	1.1k	426.44	View chart
Bank of America Corporation (BAC)	0.0	$477k	+17%	9.8k	48.75	View chart
Starbucks Corporation (SBUX)	0.0	$470k		5.2k	89.59	View chart
Wells Fargo & Company (WFC)	0.0	$454k	+7%	5.7k	79.61	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	0.0	$450k		4.6k	97.12	View chart
Vanguard Small-cap Index Fund Etf Shares Small Cp Etf (VB)	0.0	$438k		1.7k	261.96	View chart
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)	0.0	$437k		9.0k	48.46	View chart
Lennar Corp Class A Cl A (LEN)	0.0	$424k	NEW	4.9k	86.85	View chart
Lockheed Martin Corporation (LMT)	0.0	$418k		692.00	604.10	View chart
American Intl Group Com New (AIG)	0.0	$411k	+2%	5.5k	75.25	View chart
Ishares Morningstar Mid-cap Etf Mrgstr Md Cp Etf (IMCB)	0.0	$404k		4.8k	83.43	View chart
Intuit (INTU)	0.0	$400k	+107%	925.00	432.54	View chart
Timothy Plan High Dividend Stock Etf Hig Dv Stk Etf (TPHD)	0.0	$397k	-48%	9.6k	41.36	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$387k	-10%	1.6k	247.94	View chart
MercadoLibre (MELI)	0.0	$379k	+46%	219.00	1729.02	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.0	$377k	-11%	15k	24.75	View chart
Spdr Gold Shares Gold Shs (GLD)	0.0	$368k	NEW	856.00	430.29	View chart
Phillips 66 (PSX)	0.0	$363k		2.0k	182.16	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.0	$362k		7.7k	47.03	View chart
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)	0.0	$357k		2.4k	148.10	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Mcap Gr Idxvip (VOT)	0.0	$355k	-10%	1.4k	257.28	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.0	$350k	-14%	2.5k	142.45	View chart
Eventide Small Cap Etf Eventide Small C (ESSC)	0.0	$345k	NEW	13k	26.16	View chart
Amphenol Corp New Class Class A Cl A (APH)	0.0	$344k		2.7k	126.36	View chart
State Street Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)	0.0	$338k		548.00	616.68	View chart
Stryker Corporation (SYK)	0.0	$335k	+23%	1.0k	328.49	View chart
TJX Companies (TJX)	0.0	$327k	+17%	2.0k	159.72	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.0	$325k	-21%	5.7k	56.68	View chart
Uber Technologies (UBER)	0.0	$321k	+19%	4.5k	71.93	View chart
Timothy Plan Us Large/ Mid Cap Core Etf Us Lrgmd Cp Core (TPLC)	0.0	$318k		6.8k	46.44	View chart
Eaton Corp Plc F SHS (ETN)	0.0	$311k	NEW	868.00	357.67	View chart
Medtronic Plc F SHS (MDT)	0.0	$297k	+9%	3.4k	86.65	View chart
Asml Hldg N V F Sponsored Adr 1 Adr Reps 1 Ord N Y Registry Shs (ASML)	0.0	$297k	-4%	225.00	1320.83	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)	0.0	$289k		4.8k	60.12	View chart
Ferrovial Se F Ord Shs (FER)	0.0	$288k	+14%	4.4k	65.05	View chart
Jpmorgan U.s. Quality Factor Etf Us Qualty Fctr (JQUA)	0.0	$284k	-7%	4.6k	61.32	View chart
State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.0	$281k		2.1k	132.89	View chart
Progressive Corporation (PGR)	0.0	$280k	+7%	1.4k	198.26	View chart
Palo Alto Networks (PANW)	0.0	$269k	+46%	1.7k	160.32	View chart
Honeywell International (HON)	0.0	$267k	+15%	1.2k	225.98	View chart
Dimensional International Value Etf Internatnal Val (DFIV)	0.0	$262k	NEW	5.0k	52.78	View chart
Merck & Co (MRK)	0.0	$262k	-12%	2.2k	120.29	View chart
Invesco S & P Midcap Momentum Etf S&p Mdcp Momntum (XMMO)	0.0	$260k	-4%	1.8k	145.01	View chart
Analog Devices (ADI)	0.0	$259k	NEW	813.00	318.05	View chart
Spotify Technology S A F SHS (SPOT)	0.0	$258k	NEW	531.00	484.91	View chart
Vanguard S&p Mid-cap 400 Index Fund Etf Shares Midcp 400 Idx (IVOO)	0.0	$252k		2.2k	114.34	View chart
Charles Schwab Corporation (SCHW)	0.0	$251k	NEW	2.7k	93.98	View chart
Costco Wholesale Corporation (COST)	0.0	$251k	NEW	252.00	994.67	View chart
Usa Compression Partn Com Unit Ltdpar (USAC)	0.0	$248k	+2%	9.1k	27.12	View chart
Janus Henderson Mortgage-backed Securities Etf Henderson Mtg (JMBS)	0.0	$243k		5.4k	45.18	View chart
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)	0.0	$243k	-7%	9.7k	25.10	View chart
Workday Inc Class A Cl A (WDAY)	0.0	$241k	-6%	1.9k	129.92	View chart
Cogent Biosciences (COGT)	0.0	$239k	-3%	6.2k	38.49	View chart
Deere & Company (DE)	0.0	$235k	NEW	418.00	562.67	View chart
Amgen (AMGN)	0.0	$233k	-44%	663.00	352.10	View chart
State Street Spdr Portfolio Developed World Ex-us Etf State Street Spd (SPDW)	0.0	$230k		5.0k	45.65	View chart
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)	0.0	$229k	+7%	1.8k	124.30	View chart
Qxo Com New (QXO)	0.0	$229k	NEW	12k	19.42	View chart
Linde Plc F SHS (LIN)	0.0	$229k	NEW	461.00	496.23	View chart
American Century U.s. Quality Growth Etf Us Quality Grow (QGRO)	0.0	$228k	-8%	2.2k	105.04	View chart
Jpmorgan Diversified Return Emerging Markets Equity Etf Div Rtn Em Eqt (JPEM)	0.0	$228k	-11%	3.7k	62.12	View chart
Automatic Data Processing (ADP)	0.0	$225k	-2%	1.1k	203.20	View chart
Clean Harbors (CLH)	0.0	$225k	NEW	783.00	286.73	View chart
Vanguard Information Technology Index Fund Etf Shares Inf Tech Etf (VGT)	0.0	$222k	-11%	318.00	697.21	View chart
International Business Machines (IBM)	0.0	$217k	+11%	895.00	242.43	View chart
Dell Technologies Inc Class Class C CL C (DELL)	0.0	$215k	-82%	1.3k	164.15	View chart
At&t (T)	0.0	$213k	NEW	7.3k	28.99	View chart
Dianthus Therapeutics (DNTH)	0.0	$211k	NEW	2.5k	83.92	View chart
Coca-Cola Company (KO)	0.0	$209k	NEW	2.7k	76.05	View chart
Thermo Fisher Scientific (TMO)	0.0	$206k	NEW	418.00	491.54	View chart
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)	0.0	$205k	NEW	3.3k	62.45	View chart
Cummins (CMI)	0.0	$205k	NEW	380.00	538.34	View chart
Nu Hldgs Ltd F Class Class A Ord Shs Cl A (NU)	0.0	$186k	NEW	13k	14.37	View chart
Zentalis Pharmaceuticals (ZNTL)	0.0	$155k	-6%	66k	2.34	View chart
Nurix Therapeutics (NRIX)	0.0	$155k		10k	15.50	View chart
Aura Biosciences (AURA)	0.0	$145k	+14%	22k	6.69	View chart
Beta Bionics (BBNX)	0.0	$119k	NEW	12k	10.02	View chart
Relay Therapeutics (RLAY)	0.0	$110k	-3%	11k	9.95	View chart
908 Devices (MASS)	0.0	$105k	-2%	17k	6.12	View chart
Jfb Constr Hldgs Class A Cl A (JFB)	0.0	$69k	NEW	11k	6.12	View chart
Bicycle Therapeutics P F Unsponsored Adr 1 Adr Reps 1 Ord Sponsored Ads (BCYC)	0.0	$66k	NEW	14k	4.64	View chart
Butterfly Network Inc Class A Com Cl A (BFLY)	0.0	$46k		11k	4.04	View chart
Evolent Health Inc Class Class A Cl A (EVH)	0.0	$39k	NEW	17k	2.28	View chart
Royalty Mgmt Hldg Corp Class A Class A Com (RMCO)	0.0	$35k		12k	2.97	View chart
Pulmonx Corp (LUNG)	0.0	$20k	+27%	15k	1.29	View chart
Hyperfine Inc Class A Com Cl A (HYPR)	0.0	$11k		10k	1.08	View chart

Past Filings by 49 Wealth Management

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

49 Wealth Management 2026 Q1 filed May 13, 2026
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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