Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

44 WEALTH MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

44 WEALTH MANAGEMENT LLC (CIK 1831187) reported $285.9M across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NKE ($17.7M, 6.18%), MSFT ($15.0M, 5.23%), AAPL ($7.4M, 2.59%), JPM ($4.9M, 1.70%), JNJ ($4.7M, 1.63%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NKENIKE INC$17.7M6.18%334,410Hold
2MSFTMICROSOFT CORP$15.0M5.23%40,419Added
3AAPLAPPLE INC$7.4M2.59%29,131Added
4JPMJPMORGAN CHASE & CO$4.9M1.70%16,509Trimmed
5JNJJOHNSON & JOHNSON$4.7M1.63%19,117Added
6GLDSPDR GOLD TR$4.5M1.57%10,402Trimmed
7HDHOME DEPOT INC$4.3M1.50%13,041Added
8CVXCHEVRON CORPORATION$4.0M1.41%19,460Added
9MDTMEDTRONIC PLC$4.0M1.39%45,737Added
10AMZNAMAZON COM INC$3.9M1.37%18,838Added
11CSCOCISCO SYS INC$3.9M1.35%49,628Trimmed
12COSTCOSTCO WHOLESALE CORPORATION$3.4M1.19%3,424Trimmed
13METAMETA PLATFORMS INC$3.4M1.17%5,865Added
14UNPUNION PAC CORP$3.3M1.15%13,557Trimmed
15PMPHILIP MORRIS INTL INC$3.3M1.15%19,923Added
16IBMINTERNATIONAL BUSINESS MACHS$3.2M1.14%13,401Trimmed
17KOCOCA COLA CO$3.3M1.14%42,895Trimmed
18HSYHERSHEY CO$3.2M1.13%15,497Trimmed
19CCITIGROUP INC$3.2M1.12%28,158Trimmed
20WFCWELLS FARGO & CO$3.1M1.08%38,920Trimmed
21GOOGALPHABET INC$3.0M1.05%10,489Added
22WMTWALMART INC$3.0M1.04%23,906Trimmed
23HONHONEYWELL INTL INC$3.0M1.04%13,166Added
24BTIBRITISH AMERN TOB PLC$3.0M1.03%50,496Added
25BPBP PLC$2.9M1.02%62,123Trimmed

Source: SEC Form 13F filings · as of 2026-03-31