13F filer
49 Wealth Management
13F Value
$524.4M
Positions
189
Top Position
IVV7.8%
Top 5
25.9%
Latest filing changes
vs Mar 31, 2026Holdings189
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 7.8% | $41.0M | +583.3% | 54.8K | 0.4% | ETF | |
| 2 | IEMG | 5.1% | $26.8M | -63.5% | 323.6K | 4.6% | ETF | |
| 3 | IXUS | 4.8% | $25.3M | >999% | 265.3K | <0.1% | ETF | |
| 4 | IWF | 4.4% | $23.0M | >999% | 185.5K | <0.1% | ETF | |
| 5 | IEFA | 3.7% | $19.4M | -88.8% | 201.2K | 12.1% | ETF | |
| 6 | IWM | 3.4% | $17.6M | >999% | 58.5K | <0.1% | ETF | |
| 7 | DIVZ | 3.1% | $16.2M | -89.8% | 434.7K | 11.9% | ETF | |
| 8 | IJH | 3.0% | $15.9M | -54.1% | 206.8K | 2.3% | ETF | |
| 9 | IWR | 2.9% | $15.1M | >999% | 136.6K | <0.1% | ETF | |
| 10 | SPYM | 2.6% | $13.6M | -89.0% | 155.0K | 8.1% | ETF | |
| 11 | VOO | 2.4% | $12.4M | +156.5% | 18.1K | 0.3% | ETF | |
| 12 | IGIB | 2.4% | $12.3M | NEW | 232.3K | — | ETF | |
| 13 | FBND | 2.1% | $11.1M | NEW | 244.3K | — | ETF | |
| 14 | PFDE | 2.0% | $10.3M | -91.2% | 368.0K | 7.4% | ETF | |
| 15 | BIV | 1.9% | $9.8M | -81.4% | 128.4K | 4.0% | ETF | |
| 16 | VT | 1.8% | $9.4M | NEW | 60.2K | — | ETF | |
| 17 | FDLO | 1.7% | $9.1M | NEW | 133.2K | — | ETF | |
| 18 | VEA | 1.7% | $8.7M | -83.4% | 122.4K | 3.5% | ETF | |
| 19 | GLD | 1.6% | $8.6M | >999% | 23.4K | <0.1% | Trust | |
| 20 | IVE | 1.6% | $8.2M | NEW | 36.2K | — | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing121
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.