Question 1

What stocks does 49 WEALTH MANAGEMENT LLC hold in its portfolio?

Accepted Answer

49 WEALTH MANAGEMENT LLC's top stock holdings include AAPL, IVV, IEMG and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are 49 WEALTH MANAGEMENT LLC's largest stock holdings?

Accepted Answer

49 WEALTH MANAGEMENT LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $5.7 million), IVV (valued at approximately $41.0 million), IEMG (valued at approximately $26.8 million), MSFT (valued at approximately $3.5 million), AAPL (valued at approximately $7.1 million).

Question 3

When was 49 WEALTH MANAGEMENT LLC's last SEC filing?

Accepted Answer

49 WEALTH MANAGEMENT LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has 49 WEALTH MANAGEMENT LLC recently bought or sold?

Accepted Answer

49 WEALTH MANAGEMENT LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has 49 WEALTH MANAGEMENT LLC reported?

Accepted Answer

49 WEALTH MANAGEMENT LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does 49 WEALTH MANAGEMENT LLC invest in?

Accepted Answer

49 WEALTH MANAGEMENT LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.