49 Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.06 Trillion distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $137B, Ishares Tr with a value of $122B, Listed Fds Tr Trueshares Low V with a value of $122B, The Opal International Div In ETF with a value of $97B, and Vanguard Value ETF with a value of $58.7B.
Examining the 13F form we can see an increase of $121B in the current position value, from $939B to 1.06T.
49 Wealth Management, LLC is based out at Austin, TX
Below you can find more details about 49 Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Trillion
ETFs: $778 Billion
Technology: $33.4 Billion
Financial Services: $12.9 Billion
Consumer Defensive: $7.87 Billion
Communication Services: $7.73 Billion
Healthcare: $7.27 Billion
Energy: $6.13 Billion
Consumer Cyclical: $5.25 Billion
Other: $5.9 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
