44 WEALTH MANAGEMENT LLC
•CIK: 1831187•Filing: Q4 2025
**44 WEALTH MANAGEMENT LLC** manages $298M across a diversified portfolio of 196 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding NKE at $21.3M and MSFT at $18.8M. Further top allocations include AAPL ($7.7M), JPM ($5.7M), and CSCO ($4.6M). This structure suggests a core focus on established market leaders across consumer, technology, and financial sectors.
Total AUM
$298.0M
QoQ Performance
+1.1%
Positions
191
Top 10 Concentration
26.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NKE
MSFT
NKE7.1%
MSFT6.3%
AAPL2.6%
JPM1.9%
CSCO1.5%
MDT1.5%
AMZN1.4%
GQ91.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.1%
Technology17.0%
Consumer13.0%
Financial6.9%
Healthcare6.5%
Industrial4.1%
Consumer Staples2.6%
ETF0.9%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW15 new positions
↑82 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024