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49 WEALTH MANAGEMENT, LLC
49 WEALTH MANAGEMENT, LLC is an institution, managing $947.5M across 194 long positions as of Q3 2025 with 91% ETF concentration, 71% concentrated in top 10 holdings, and minimal technology exposure.
- Portfolio Value
- $947.5M
- Positions
- 194
- Top Holding
- SPLG at 14.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 49 WEALTH MANAGEMENT, LLC's portfolio (71.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $136.9M | 14.45% | +$12.1M Bought | — 1.7M shares | |
ETF ETF | $122.0M | 12.88% | +$12.0M Bought | — 1.4M shares | |
ETF ETF | $121.5M | 12.83% | +$10.4M Bought | — 3.3M shares | |
ETF ETF | $58.7M | 6.19% | +$6.2M Bought | — 314.7K shares | |
ETF ETF | $47.0M | 4.96% | -$16.7M Sold | — 467.7K shares | |
ETF ETF | $45.9M | 4.84% | +$3.8M Bought | — 695.9K shares | |
ETF ETF | $43.2M | 4.56% | +$35.4M Bought | — 734.6K shares | |
ETF ETF | $40.8M | 4.31% | +$2.8M Bought | — 209.9K shares | |
ETF ETF | $34.1M | 3.60% | +$4.7M Bought | — 569.3K shares | |
ETF ETF | $26.5M | 2.80% | -$4.9M Sold | — 522.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 49 WEALTH MANAGEMENT, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for 49 WEALTH MANAGEMENT, LLC
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