Arkolith/Funds/44 Wealth Management LLC

44 Wealth Management LLC

CIK 1831187Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

44 Wealth Management LLC holds a diversified book of 184 stocks worth $302.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Fortinet Inc and trimmed Nike Inc -CL B. Their largest long position is Microsoft Corp at 6% of the equity book.

Opened
50
bought for the first time
Added to
52
already held, bought more
Trimmed
102
sold some, still holds it
Sold out
23
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
26%
Top 20 holdings
39%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Information Technology
28%
Financials
14%
Consumer Discretionary
12%
Health Care
10%
Industrials
9%
Consumer Staples
8%
Materials
8%
Energy
4%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as 44 Wealth Management LLC

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$12.7B
ASSETMARK, INC80 / 80$9.9B
&PARTNERS80 / 80$6.7B
Steward Partners Investment Advisory, LLC80 / 80$5.4B
CULLEN/FROST BANKERS, INC.80 / 80$3.9B
Arax Advisory Partners80 / 80$2.9B
Integrated Wealth Concepts LLC80 / 80$2.5B
Savant Capital, LLC80 / 80$2.5B

Ranked by how many of 44 Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

184 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$17.1M45.8K
5.7%
+13%
Added · +5K sh
2Nike Inc
CL B
$13.7M334.4K
4.5%
~0%
Reduced · −43 sh
3Apple Inc
COM
$11.3M39.2K
3.8%
+35%
Added · +10K sh
4Amazon Com Inc
COM
$7.2M30.0K
2.4%
+59%
Added · +11K sh
5Johnson & Johnson
COM
$6.0M23.8K
2.0%
+25%
Added · +5K sh
6Cisco Sys Inc
COM
$5.3M45.5K
1.8%
−8.2%
Reduced · −4K sh
7JPMorgan Chase & Co
COM
$5.1M15.5K
1.7%
−6.0%
Reduced · −987 sh
8Kla Corp
COM NEW
$4.8M15.8K
1.6%
+821%
Added · +14K sh
9Intel Corp
COM
$4.7M33.6K
1.6%
−2.7%
Reduced · −940 sh
10Home Depot Inc
COM
$4.6M13.1K
1.5%
+0.2%
Added · +31 sh
11CVS Health Corp
COM
$4.3M41.9K
1.4%
+28%
Added · +9K sh
12International Business Machs
COM
$4.0M14.1K
1.3%
+5.0%
Added · +666 sh
13SPDR Gold TR
GOLD SHS
$3.9M10.7K
1.3%
+2.6%
Added · +273 sh
14Citigroup Inc
COM NEW
$3.8M26.9K
1.2%
−4.3%
Reduced · −1K sh
15Bristol-Myers Squibb Co
COM
$3.7M65.1K
1.2%
+47%
Added · +21K sh
16Chevron Corporation
COM
$3.7M22.5K
1.2%
+16%
Added · +3K sh
17Philip Morris Intl Inc
COM
$3.6M19.9K
1.2%
−0.1%
Reduced · −19 sh
18Union Pac Corp
COM
$3.6M13.1K
1.2%
−3.3%
Reduced · −444 sh
19Meta Platforms Inc
CL A
$3.5M6.2K
1.1%
+5.0%
Added · +293 sh
20Coca Cola Co
COM
$3.4M41.6K
1.1%
−2.9%
Reduced · −1K sh
21British Amern Tob PLC
SPONSORED ADR
$3.2M52.6K
1.1%
+4.1%
Added · +2K sh
22Costco Wholesale Corporation
COM
$3.2M3.4K
1.1%
+0.1%
Added · +5 sh
23Broadcom Inc
COM
$3.0M8.1K
1.0%
−6.8%
Reduced · −592 sh
24Taiwan Semiconductor Manufac
SPONSORED ADS
$2.9M6.1K
1.0%
+1.5%
Added · +93 sh
25Unitedhealth Group Inc
COM
$2.9M7.0K
1.0%
+437%
Added · +6K sh
26Wells Fargo & Co
COM
$2.8M33.7K
0.9%
−13%
Reduced · −5K sh
27Medtronic PLC
SHS
$2.8M35.2K
0.9%
−23%
Reduced · −11K sh
28Cummins Inc
COM
$2.7M3.8K
0.9%
−4.9%
Reduced · −196 sh
29Walmart Inc
COM
$2.7M23.9K
0.9%
~0%
Added · +10 sh
30Procter & Gamble Co
COM
$2.7M18.1K
0.9%
+18%
Added · +3K sh
31Alphabet Inc
CAP STK CL C
$2.5M7.1K
0.8%
−33%
Reduced · −3K sh
32Western Digital Corp
COM
$2.4M3.8K
0.8%
−39%
Reduced · −2K sh
33Micron Technology Inc
COM
$2.4M2.1K
0.8%
−69%
Reduced · −5K sh
34Mondelez Intl Inc
CL A
$2.4M40.9K
0.8%
−2.2%
Reduced · −912 sh
35Fortinet Inc
COM
$2.3M15.0K
0.8%
New
New position
36Virtu Finl Inc
CL A
$2.3M38.8K
0.8%
−5.1%
Reduced · −2K sh
37CDW Corp
COM
$2.2M16.0K
0.7%
+56%
Added · +6K sh
38McDonalds Corp
COM
$2.2M8.2K
0.7%
−3.3%
Reduced · −281 sh
39Capital Group GBL Growth Eqt
SHS CREAT UNIT
$2.2M52.1K
0.7%
+0.9%
Added · +482 sh
40Alphabet Inc
CAP STK CL A
$2.2M6.0K
0.7%
−4.4%
Reduced · −278 sh
41Exxon Mobil Corp
COM
$2.2M15.7K
0.7%
+3.1%
Added · +476 sh
42Baxter Intl Inc
COM
$2.1M98.3K
0.7%
−4.1%
Reduced · −4K sh
43BlackRock Inc
COM
$2.1M2.2K
0.7%
−2.3%
Reduced · −51 sh
44Fedex Corp
COM
$2.1M6.7K
0.7%
+24%
Added · +1K sh
45Merck & Co Inc
COM
$2.0M15.8K
0.7%
+11%
Added · +2K sh
46Wesco Intl Inc
COM
$2.0M5.9K
0.7%
−22%
Reduced · −2K sh
47Nvidia Corporation
COM
$2.0M10.0K
0.7%
+18%
Added · +1K sh
48Unilever PLC
SPON ADR NEW
$2.0M33.0K
0.7%
−3.7%
Reduced · −1K sh
49Ge Aerospace
COM NEW
$2.0M5.3K
0.7%
−4.8%
Reduced · −266 sh
50Caterpillar Inc
COM
$2.0M1.8K
0.6%
+38%
Added · +502 sh
Showing 50 of 184 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026184$302.1M13F-HR
Q1 2026Mar 31, 2026May 15, 2026183$285.9M13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026196$298.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025199$294.6M13F-HR
Q2 2025Jun 30, 2025Aug 15, 2025190$282.4M13F-HR
Q1 2025Mar 31, 2025Apr 29, 2025186$266.4M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025186$260.1M13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024199$284.2M13F-HR
Q2 2023Jun 30, 2023Jul 18, 2023167$293.0M13F-HR
Q1 2023Mar 31, 2023Apr 20, 2023173$295.5M13F-HR
Q4 2022Dec 31, 2022Jan 20, 2023172$289.2M13F-HR
Q3 2022Sep 30, 2022Oct 12, 2022161$243.0M13F-HR
Q2 2022Jun 30, 2022Jul 22, 2022165$258.6M13F-HR
Q1 2022Mar 31, 2022Apr 18, 2022173$277.2M13F-HR
Q4 2021Dec 31, 2021Jan 13, 2022180$288.2M13F-HR
Q3 2021Sep 30, 2021Oct 20, 2021175$261.3M13F-HR
Q2 2021Jun 30, 2021Jul 19, 2021175$259.9M13F-HR
Q1 2021Mar 31, 2021May 18, 2021155$238.9M13F-HR
Q4 2020Dec 31, 2020Mar 5, 2021158$219.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.