49 WEALTH MANAGEMENT, LLC - Portfolio overview

49 WEALTH MANAGEMENT, LLC has 246 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES CORE MSCI EAFE ETF, 10.53%
2. DIVZ - POLEN DIVIDEND INCOME ETF, 10.34%
3. SPLG - SPDR PORTFOLIO S&P 500 ETF, 8.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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