CIK 2022291
49 WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
198
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | 7K | $500K+ | SH |
| CRH | CRH PUBLIC LIMITED CO F | 4K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 3K | $500K+ | SH |
| AESI | ATLAS ENERGY SOLUTIONS I | 56K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| BIPC | BROOKFIELD INFRASTRU F CLASS A | 11K | $500K+ | SH |
| LRCX | LAM RESH CORP | 3K | $500K+ | SH |
| WFC | WELLS FARGO & CO | 5K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 2K | $100K–$500K | SH |
| RTX | RTX CORP | 3K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 9K | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MID CAP ETF | 5K | $100K–$500K | SH |
| BAC | BANK OF AMERICA CORP | 8K | $100K–$500K | SH |
| MA | MASTERCARD INC CLASS CLASS A | 797 | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 5K | $100K–$500K | SH |
| EFA | ISHARES MSCI EAFE ETF | 5K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| VOT | VANGUARD MID CAP GROWTH ETF | 2K | $100K–$500K | SH |
| VB | VANGUARD SMALL CAP ETF | 2K | $100K–$500K | SH |
| ITOT | ISHARES TOTAL US STOCK MARKET ETF | 3K | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 2K | $100K–$500K | SH |
| WDAY | WORKDAY INC CLASS A | 2K | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 865 | $100K–$500K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 9K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 7K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 15K | $100K–$500K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 17K | $100K–$500K | SH |
| IMCB | ISHARES MORNINGSTAR MID CAP ETF | 5K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 3K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 900 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW CLASS CLASS A | 3K | $100K–$500K | SH |
| FVD | FIRST TRUST VALUE DIVIDEND INDEX ETF | 8K | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 2K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF | 550 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 685 | $100K–$500K | SH |
| MESO | MESOBLAST LTD F SPONSORED ADR 1 ADR REPS 10 ORD SHS | 18K | $100K–$500K | SH |
| ESCC | STRATEGY SHS EVENTIDE SMALL CAP ETF | 12K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 5K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| TPLC | TIMOTHY PLAN US LARG MD CP CR ETF | 7K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | 2K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| XLK | STATE STRET TEC SELECT SEC SPDR ETF | 2K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC F | 3K | $100K–$500K | SH |