49 WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 524,351
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/18/2026 | 189 | 524,351 | 13F-HR/A - RESTATEMENT | 49 WEALTH MANAGEMENT, LLC |
| Q2 2026 | 8/10/2026 | 189 | 524,351 | 13F-HR | 49 WEALTH MANAGEMENT, LLC |
| 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 | 101.2 K | 19.3% | 0 | 5.262 K | -5.262 K |
| ETFs | 420.6 K | 80.2% | 0 | 809.1 K | -809.1 K |
| Debt | 2.488 K | 0.5% | 2.488 K | 0 | 2.488 K |
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Fund Snapshot
Q2 2026
Latest filed
8/18/2026
Total value ($000)
524,351
Holdings
189
QoQ value change ($000)
-811,840
(-60.8%)
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.