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Manager record

49 Wealth Management, Llc

Austin, TX · CIK 2022291 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$524.35MReported 13F valueQ2 2026 · as filed
189Holdings listed
-60.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 18Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $939.3M$939.3MQ2 2025180 holdingsQ3 2025: $1.1B$1.1BQ3 2025200 holdingsQ4 2025: $1.2B$1.2BQ4 2025200 holdingsQ1 2026: $1.3B$1.3BQ1 2026204 holdingsQ2 2026: $524.4M$524.4MQ2 2026189 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 18 2026 13F-HR/A · period Q2 2026

$524.35M · 189 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$524.35M · 189 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$1.34B · 204 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$1.23B · 200 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$1.06B · 200 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$939.29M · 180 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 18, 2026 · Change methodology