44 WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Eugene, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 302,114
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 184 | 302,114 | 13F-HR | 44 WEALTH MANAGEMENT LLC |
| Q1 2026 | 5/15/2026 | 183 | 285,870 | 13F-HR | 44 WEALTH MANAGEMENT LLC |
| Q4 2025 | 2/9/2026 | 196 | 298,006 | 13F-HR | 44 WEALTH MANAGEMENT LLC |
| Q3 2025 | 11/14/2025 | 199 | 294,648 | 13F-HR | 44 WEALTH MANAGEMENT LLC |
| Q2 2025 | 8/15/2025 | 190 | 282,369 | 13F-HR | 44 WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 296.8 K | 98.3% | 19.18 K | 0 | 19.18 K |
| ETFs | 5.272 K | 1.7% | 0 | 2.933 K | -2.933 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
302,114
Holdings
184
QoQ value change ($000)
16,244
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.