49 WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,336,191
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 204 | 1,336,191 | 13F-HR | 49 WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/4/2026 | 200 | 1,228,902 | 13F-HR | 49 WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/12/2025 | 199 | 1,060,513 | 13F-HR | 49 WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/7/2025 | 179 | 939,289 | 13F-HR | 49 WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 106.5 K | 8.0% | 0 | 961.1 K | -961.1 K |
| ETFs | 1.23 M | 92.0% | 1.068 M | 0 | 1.068 M |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
1,336,191
Holdings
204
QoQ value change ($000)
107,289
(8.7%)
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.