Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
49 WEALTH MANAGEMENT, LLC (CIK 2022291) reported $1.34B across 201 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($162.1M, 12.13%), DIVZ ($159.2M, 11.91%), IDVZ ($135.8M, 10.16%), SPLG ($107.9M, 8.07%), PEIEX ($98.3M, 7.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES CORE MSCI EAFE ETF | $162.1M | 12.13% | 1.8M | Added |
| 2 | DIVZ | POLEN DIVIDEND INCOME ETF | $159.2M | 11.91% | 4.3M | New |
| 3 | IDVZ | POLEN INTERNATIONAL DIVIDEND INCOME ETF | $135.8M | 10.16% | 4.0M | Added |
| 4 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $107.9M | 8.07% | 1.4M | Trimmed |
| 5 | PEIEX | RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF | $98.3M | 7.36% | 4.2M | Added |
| 6 | PEIEX | PATHFINDER FOCUSED OPPORTUNITIES ETF | $93.1M | 6.96% | 4.2M | Added |
| 7 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $61.8M | 4.62% | 885,746 | Added |
| 8 | BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $53.1M | 3.98% | 688,532 | Added |
| 9 | SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $51.2M | 3.83% | 2.2M | Added |
| 10 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $47.3M | 3.54% | 737,423 | Added |
| 11 | IJH | ISHARES CORE S&P MID-CAP ETF | $30.4M | 2.28% | 450,878 | Added |
| 12 | JAAA | JANUS HENDERSON AAA CLO ETF | $28.8M | 2.15% | 571,207 | Added |
| 13 | VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $25.3M | 1.90% | 432,542 | Trimmed |
| 14 | VCSH | VANGUARD SHORT TERM COR BD ETF | $20.7M | 1.55% | 260,813 | Added |
| 15 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $19.4M | 1.45% | 459,894 | New |
| 16 | PCHI | POLEN HIGH INCOME ETF | $13.8M | 1.03% | 564,598 | Added |
| 17 | OBIL | F/M US TREASURY 12 MONTH BILL ETF | $12.1M | 0.90% | 240,798 | Added |
| 18 | QQQ | INVESCO QQQ TR | $11.9M | 0.89% | 20,552 | Added |
| 19 | CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $10.2M | 0.77% | 102,092 | Trimmed |
| 20 | UTWO | F/M US TREASURY 2 YEAR NOTE ETF | $8.9M | 0.67% | 185,038 | Added |
| 21 | VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $7.8M | 0.59% | 160,304 | New |
| 22 | AAPL | APPLE INC | $7.1M | 0.53% | 27,933 | Added |
| 23 | VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $5.7M | 0.42% | 113,737 | New |
| 24 | MSFT | MICROSOFT CORP | $5.4M | 0.41% | 14,691 | Added |
| 25 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $5.5M | 0.41% | 54,432 | Added |
Source: SEC Form 13F filings · as of 2026-03-31