13F Filings History of 49 WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$1,228,654,729
Signature - Title
Dan Wohlgemuth - SVP, Field Operations & Compliance
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by 49 WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 49 WEALTH MANAGEMENT, LLC reported 199 stock holdings with total value $1,228,654,729 as of Q4 2025. Top holdings included SPYM, IEFA, DIVZ, IDVZ, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 199 $1,228,654,729 +$212,230,464 -$49,936,790 +$162,293,674 SPYM, IEFA, DIVZ, IDVZ, VTV 13F-HR 04 Feb 2026, 10:47
Q3 2025 200 $1,051,209,462 +$131,004,818 -$51,024,044 +$79,980,774 SPLG, IEFA, DIVZ, IDVZ, VTV 13F-HR 12 Nov 2025, 10:00
Q2 2025 180 $927,959,005 +$150,911,487 -$95,951,709 +$54,959,778 SPLG, DIVZ, IEFA, IDVZ, CLIP 13F-HR 07 Aug 2025, 15:36
Q1 2025 189 $829,909,681 +$255,317,807 -$129,308,503 +$126,009,304 DIVZ, SPLG, IEFA, IDVZ, VTV 13F-HR 30 Apr 2025, 09:28
Q4 2024 173 $701,744,857 +$155,689,916 -$52,371,672 +$103,318,244 SPLG, DIVZ, QUAL, IEFA, BIL 13F-HR 14 Feb 2025, 21:20
Q3 2024 179 $614,049,095 +$248,238,083 -$164,516,364 +$83,721,719 DIVZ, SPLG, IEFA, QUAL, BIL 13F-HR 12 Nov 2024, 08:10
Q2 2024 158 $507,104,456 +$276,991,314 -$230,616,715 +$46,374,599 DIVZ, JEPI, VTV, IQLT, QUAL 13F-HR 30 Jul 2024, 10:27
Q1 2024 128 $466,233,366 +$83,072,909 -$8,323,374 +$74,749,535 IQLT, BIL, VTV, JEPI, JMUB 13F-HR 07 May 2024, 12:07
Q4 2023 121 $388,951,913 $0 $0 $0 IQLT, JEPI, JMUB, VTV, SHV 13F-HR 07 May 2024, 12:01