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 151–198 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | 149 | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP OH | 1K | $100K–$500K | SH |
| INTU | INTUIT | 445 | $100K–$500K | SH |
| OMFL | INVESCO RUSSELL 1000 DYMC MLTFCT ETF | 5K | $100K–$500K | SH |
| SYK | STRYKER CORP | 828 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSIN | 1K | $100K–$500K | SH |
| BLK | BLACKROCK INC NEW | 259 | $100K–$500K | SH |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | 8K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN ETF | 6K | $100K–$500K | SH |
| SCHB | SCHWAB US BROAD MARKET ETF | 10K | $100K–$500K | SH |
| QGRO | AMERICAN CENTURY US QLT GRWT ETF | 2K | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 359 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| MRK | MERCK & CO. INC. | 2K | $100K–$500K | SH |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | 2K | $100K–$500K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 4K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 235 | $100K–$500K | SH |
| JPEM | JPMRG DVSFD RETN EMRG MRKS EQY ETF | 4K | $100K–$500K | SH |
| FER | FERROVIAL SE F | 4K | $100K–$500K | SH |
| IVOO | VANGUARD S&P MID CAP 400 ETF | 2K | $100K–$500K | SH |
| JMBS | JANUS HENDRSON MORTG BCKD SECURT ETF | 5K | $100K–$500K | SH |
| IBM | IBM CORP | 802 | $100K–$500K | SH |
| NKTR | NEKTAR THERAPEUTICS | 5K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 2K | $100K–$500K | SH |
| COGT | COGENT BIOSCIENCES INC | 6K | $100K–$500K | SH |
| SPDW | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | 5K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | 730 | $100K–$500K | SH |
| ROKU | ROKU INC CLASS A | 2K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2K | $100K–$500K | SH |
| USAC | USA COMPRESSION PARTN LP | 9K | $100K–$500K | SH |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF | 1K | $100K–$500K | SH |
| TMDX | TRANSMEDICS GROUP INC | 2K | $100K–$500K | SH |
| BP | BP P L C F SPONSORED ADR 1 ADR REPS 6 ORD SHS | 6K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| NRIX | NURIX THERAPEUTICS INC | 10K | $100K–$500K | SH |
| — | UNIVERSAL MUSIC GROUP F UNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 14K | $100K–$500K | SH |
| NPKI | NPK INTERNTNL INC | 10K | $100K–$500K | SH |
| AURA | AURA BIOSCIENCES INC | 19K | $100K–$500K | SH |
| RLAY | RELAY THERAPEUTICS INC | 11K | $50K–$100K | SH |
| ZNTL | ZENTALIS PHARMACEUTICALS | 71K | $50K–$100K | SH |
| MASS | 908 DEVICES INC | 18K | $50K–$100K | SH |
| BFLY | BUTTERFLY NETWORK INC CLASS A | 11K | $15K–$50K | SH |
| RMCO | ROYALTY MGMT HLDG CORP CLASS A | 12K | $15K–$50K | SH |
| LUNG | PULMONX CORP | 12K | $15K–$50K | SH |
| HYPR | HYPERFINE INC CLASS A | 10K | $1K–$15K | SH |