account_balance

Investment manager · 13F filer · SEC CIK 2022291

49 Wealth Management, LLC

Reported value$1.66Bas of Sep 30, 2026
Positions233 143 new, 99 sold out
Top 10 weight68.3%IEFA alone is 12%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IEFA iShares Tr 12.4% Added +952%
DIVZ Elevation Series Trust 11.3% Added +1077%
IDVZ Elevation Series Trust 9.5% New
PFDE RBB Fund Trust 8.4% Added +1251%
SPYM SPDR Series Trust 7.4% Added +781%
PFOE RBB Fund Trust 4.3% Added +1174%
IJH iShares Tr 4.2% Added +373%
SPHY SPDR Series Trust 3.9% Added +1191%
BIV Vanguard Bd Index FDS 3.6% Added +532%
CLIP Global X FDS 3.4% Added +1294%
IEMG iShares Inc 3.0% Added +89%
VEA Vanguard Tax-Managed FDS 2.6% Added +395%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • IDVZ $157M
  • VXX $21.9M
  • VUSB $5.56M
  • SPCK $5.36M
arrow_upwardAdded
  • VNLA +2394%
  • OBIL +1784%
  • VGSH +1730%
  • CLIP +1294%
arrow_downwardTrimmed
  • IVV −87%
  • VOO −73%
remove_circleSold out
  • IGIB $12.3M
  • FBND $11.1M
  • VT $9.45M
  • FDLO $9.1M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist