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Dan Wohlgemuth

49 Wealth Management, Llc

Assets Managed
$1.336B
Holdings
203
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
8.74%(2Q avg: 12.31%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in 49 Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 203 positions.

Assets under management

The assets under management (AUM) of 49 Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.336B in assets, with a quarterly growth rate of 8.74% and a 2-quarter average growth rate of 12.31%. The portfolio is managed by Dan Wohlgemuth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 9.65%
12.14%
$162.082M
1.79M shares@ $90.53 avg price
DIVZ
Opal Dividend Inc Etf
Recent Activity
New Position
11.92%
$159.186M
4.276M shares@ $37.23 avg price
IDVZ
The Opal Internl Dvd Inc Etf
Recent Activity
Increased 10.42%
10.17%
$135.814M
4.046M shares@ $33.57 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -29.46%
8.08%
$107.86M
1.409M shares@ $76.55 avg price
PFDE
Pathfinder Disciplined Us Eq
Recent Activity
Increased 2588.49%
7.36%
$98.325M
4.18M shares@ $23.53 avg price
PFOE
Ptfdr Focd Opp Etf
Recent Activity
Increased 2125.48%
6.97%
$93.057M
4.167M shares@ $22.34 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 10.22%
4.63%
$61.781M
885,746 shares@ $69.76 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 114.12%
3.98%
$53.141M
688,532 shares@ $77.18 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Increased 602.59%
3.84%
$51.221M
2.196M shares@ $23.32 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 10.87%
3.54%
$47.254M
737,423 shares@ $64.08 avg price

1-10 of 203