44 Wealth Management LLC holds a diversified book of 181 stocks worth $285.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened DTE ENERGY CO and trimmed JPMORGAN CHASE & CO. Their largest long position is NIKE INC -CL B at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1831187/holdings"
Use Arkolith to show 44 WEALTH MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nike Inc CL B | $17.7M | 334.4K | 6.2% | —Held | |
| 2 | Microsoft Corp COM | $15.0M | 40.4K | 5.2% | ▲+4.1% Added · +2K sh | |
| 3 | Apple Inc COM | $7.4M | 29.1K | 2.6% | ▲+3.2% Added · +903 sh | |
| 4 | JPMorgan Chase & Co COM | $4.9M | 16.5K | 1.7% | ▼−6.2% Reduced · −1K sh | |
| 5 | Johnson & Johnson COM | $4.7M | 19.1K | 1.6% | ▲+15% Added · +3K sh | |
| 6 | SPDR Gold TR GOLD SHS | $4.5M | 10.4K | 1.6% | ▼−2.5% Reduced · −272 sh | |
| 7 | Home Depot Inc COM | $4.3M | 13.0K | 1.5% | ▲+49% Added · +4K sh | |
| 8 | Chevron Corporation COM | $4.0M | 19.5K | 1.4% | ▲+53% Added · +7K sh | |
| 9 | Medtronic PLC SHS | $4.0M | 45.7K | 1.4% | ▲+0.1% Added · +26 sh | |
| 10 | Amazon Com Inc COM | $3.9M | 18.8K | 1.4% | ▲+2.0% Added · +370 sh | |
| 11 | Cisco Sys Inc COM | $3.9M | 49.6K | 1.3% | ▼−17% Reduced · −10K sh | |
| 12 | Costco Wholesale Corporation COM | $3.4M | 3.4K | 1.2% | ▼−1.2% Reduced · −42 sh | |
| 13 | Meta Platforms Inc CL A | $3.4M | 5.9K | 1.2% | ▲+72% Added · +2K sh | |
| 14 | Philip Morris Intl Inc COM | $3.3M | 19.9K | 1.2% | ▲+4.1% Added · +789 sh | |
| 15 | Union Pac Corp COM | $3.3M | 13.6K | 1.2% | ▼−4.7% Reduced · −667 sh | |
| 16 | Coca Cola Co COM | $3.3M | 42.9K | 1.1% | ▼−1.7% Reduced · −754 sh | |
| 17 | International Business Machs COM | $3.2M | 13.4K | 1.1% | ▼−2.9% Reduced · −398 sh | |
| 18 | Hershey Co COM | $3.2M | 15.5K | 1.1% | ▼−9.7% Reduced · −2K sh | |
| 19 | Citigroup Inc COM NEW | $3.2M | 28.2K | 1.1% | ▼−14% Reduced · −5K sh | |
| 20 | Wells Fargo & Co COM | $3.1M | 38.9K | 1.1% | ▼−7.1% Reduced · −3K sh | |
| 21 | Alphabet Inc CAP STK CL C | $3.0M | 10.5K | 1.1% | ▲+16% Added · +1K sh | |
| 22 | Honeywell Intl Inc COM | $3.0M | 13.2K | 1.0% | ▲+4.2% Added · +527 sh | |
| 23 | Walmart Inc COM | $3.0M | 23.9K | 1.0% | ▼−4.6% Reduced · −1K sh | |
| 24 | British Amern Tob PLC SPONSORED ADR | $3.0M | 50.5K | 1.0% | ▲+93% Added · +24K sh | |
| 25 | BP PLC SPONSORED ADR | $2.9M | 62.1K | 1.0% | ▼−20% Reduced · −15K sh | |
| 26 | Intercontinental Exchange In COM | $2.7M | 17.4K | 1.0% | ▲+19% Added · +3K sh | |
| 27 | Bristol-Myers Squibb Co COM | $2.7M | 44.2K | 0.9% | ▼−24% Reduced · −14K sh | |
| 28 | Broadcom Inc COM | $2.7M | 8.6K | 0.9% | ▼−5.1% Reduced · −468 sh | |
| 29 | Sanofi Sa SPONSORED ADR | $2.7M | 55.5K | 0.9% | ▼−15% Reduced · −10K sh | |
| 30 | McDonalds Corp COM | $2.6M | 8.5K | 0.9% | ▼−1.4% Reduced · −123 sh | |
| 31 | Exxon Mobil Corp COM | $2.6M | 15.3K | 0.9% | ▲+9.1% Added · +1K sh | |
| 32 | Kla Corp COM NEW | $2.5M | 1.7K | 0.9% | ▼−3.3% Reduced · −58 sh | |
| 33 | Tapestry Inc COM | $2.5M | 17.7K | 0.9% | ▼−4.1% Reduced · −751 sh | |
| 34 | Mondelez Intl Inc CL A | $2.4M | 41.8K | 0.8% | ▲+11% Added · +4K sh | |
| 35 | CVS Health Corp COM | $2.4M | 32.8K | 0.8% | ▼−0.9% Reduced · −306 sh | |
| 36 | Micron Technology Inc COM | $2.3M | 6.8K | 0.8% | ▼−19% Reduced · −2K sh | |
| 37 | Procter & Gamble Co COM | $2.2M | 15.4K | 0.8% | ▲+4.3% Added · +631 sh | |
| 38 | Cummins Inc COM | $2.2M | 4.0K | 0.8% | ▼−4.3% Reduced · −180 sh | |
| 39 | Cardinal Health Inc COM | $2.2M | 10.2K | 0.8% | ▼−29% Reduced · −4K sh | |
| 40 | BlackRock Inc COM | $2.1M | 2.2K | 0.7% | ▼−1.5% Reduced · −35 sh | |
| 41 | Wesco Intl Inc COM | $2.0M | 7.5K | 0.7% | ▲+53% Added · +3K sh | |
| 42 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.0M | 6.0K | 0.7% | ▼−2.6% Reduced · −164 sh | |
| 43 | Cencora Inc COM | $2.0M | 6.2K | 0.7% | ▼−2.4% Reduced · −153 sh | |
| 44 | Unilever PLC SPON ADR NEW | $2.0M | 34.3K | 0.7% | ▼−1.8% Reduced · −620 sh | |
| 45 | Fedex Corp COM | $1.9M | 5.4K | 0.7% | ▲+193% Added · +4K sh | |
| 46 | Abbott Laboratories COM | $1.9M | 18.4K | 0.7% | ▲+6.7% Added · +1K sh | |
| 47 | Alphabet Inc CAP STK CL A | $1.8M | 6.3K | 0.6% | ▼−1.8% Reduced · −119 sh | |
| 48 | Virtu Finl Inc CL A | $1.8M | 40.9K | 0.6% | ▼−4.9% Reduced · −2K sh | |
| 49 | Mastercard Incorporated CL A | $1.7M | 3.5K | 0.6% | ▼−8.2% Reduced · −307 sh | |
| 50 | Capital Group GBL Growth Eqt SHS CREATION UNI | $1.7M | 51.7K | 0.6% | ▲+26% Added · +11K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 183 | $285.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 196 | $298.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 199 | $294.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 190 | $282.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 186 | $266.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 186 | $260.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 199 | $284.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 18, 2023 | 167 | $293.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 20, 2023 | 173 | $295.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 20, 2023 | 172 | $289.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 12, 2022 | 161 | $243.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 165 | $258.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 18, 2022 | 173 | $277.2M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 13, 2022 | 180 | $288.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 20, 2021 | 175 | $261.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 19, 2021 | 175 | $259.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 18, 2021 | 155 | $238.9M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Mar 5, 2021 | 158 | $219.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.