Glekko logo

49 Wealth Management, LLC - Q12026 Holdings

49 Wealth Management, LLC holds 203 stocks with a total portfolio value of $ 1.34B as of Q12026. In Q12026, 49 Wealth Management, LLC added 33 new positions, increased stakes in 106 stocks, reduced 59 holdings, and fully exited 28 positions. The largest holding is Ishares Core Msci Eafe Etf (IEFA), representing 12.13% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options