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49 WEALTH MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    austin, TX
  • Num holdings

    204

  • Value ($000)

    $1,336,191

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0002022291
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IEFA

ISHARES CORE MSCI EAFE ETF

CORE MSCI EAFE
46432F842
$162.08M
12 %

1,790,366

---

POLEN DIVIDEND INCOME ETF

POLEN DIVIDEND I
210322731
$159.19M
12 %

4,276,008

---

POLEN INTERNATIONAL DIVIDEND INCOME ETF

POLEN INTL DIV
210322707
$135.81M
10 %

4,045,910

K
KRE

STATE STREET SPDR PORTFOLIO S&P 500 ETF

STATE STREET SPD
78464A854
$107.86M
8 %

1,409,193

---

RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF

PATHFINDER DISC
75526L670
$98.32M
7 %

4,179,577

---

PATHFINDER FOCUSED OPPORTUNITIES ETF

PATHFINDER FO
75526L688
$93.06M
7 %

4,167,305

I
IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

CORE MSCI EMKT
46434G103
$61.78M
5 %

885,746

B
BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

INTERMED TERM
921937819
$53.14M
4 %

688,532

K
KRE

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

STATE STREET SPD
78468R606
$51.22M
4 %

2,196,449

V
VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

VAN FTSE DEV MKT
921943858
$47.25M
4 %

737,423

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