Long-term investor

49 Wealth Management, LLC @49wealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022291).

Record

  • Tracked since 2025-06-30 (477 days), 212 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.2% · 6 months +0.2% · 1 year +0.1% · all +0.1%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 7.8% · long · since 2025-06-30
  • 46434G103 · 5.1% · long · since 2025-06-30
  • 46432F834 · 4.8% · long · since 2025-12-31
  • 464287614 · 4.4% · long · since 2025-06-30
  • 46432F842 · 3.7% · long · since 2025-06-30
  • 464287655 · 3.4% · long · since 2025-06-30
  • 210322731 · 3.1% · long · since 2026-03-31
  • 464287507 · 3.0% · long · since 2025-06-30
  • 464287499 · 2.9% · long · since 2025-06-30
  • 78464A854 · 2.6% · long · since 2025-06-30
  • 922908363 · 2.4% · long · since 2025-06-30
  • 464288638 · 2.4% · long · since 2026-06-30

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