49 Wealth Management, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$1.3B
Holdings
202
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES CORE MSCI EAFE ETF
Q1 2026: Exited (was 1.63M shares)
12.1%
02
$DIVZ
POLEN DIVIDEND INCOME ETF
Held since at least Q1 2024
11.9%
03
$IDVZ
POLEN INTERNATIONAL DIVIDEND INCOME ETF
Q1 2026: Exited (was 3.66M shares)
10.2%
04
$SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
Q1 2026: Exited (was 2.00M shares)
8.1%
05
$PFDE
RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF
Q1 2026: Exited (was 155.5k shares)
7.4%
06
$PFOE
PATHFINDER FOCUSED OPPORTUNITIES ETF
Q1 2026: Exited (was 187.3k shares)
7.0%
07
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Q1 2026: Exited (was 803.7k shares)
4.6%
08
$BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
Q1 2026: Exited (was 321.6k shares)
4.0%
09
$SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
Q1 2026: Exited (was 312.6k shares)
3.8%
10
$VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
Q1 2026: Exited (was 665.2k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.