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CIK: 0001791996
Total reported value
$1.8B
$1.8B
235 檔
23.9%
According to the latest 13F quarterly dataset, 1900 Wealth Management LLC managed an equity portfolio of $1.8B at the end of Q1 2024, spanning 235 distinct U.S. exchange-listed positions.
During Q1 2024, 1900 Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.02% | -0.03% | +39.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.25% | -0.01% | +3.84% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.50% | -7.94% | +84.91% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.06% | -0.05% | -0.89% | |
| 5 | UBND | Victoryshares Core Plus Bond | ETF-Other | 3.36% | -1.16% | +126.17% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.36% | -0.03% | -4.39% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.89% | +0.47% | -10.38% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.30% | — | -0.13% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.18% | -0.06% | -0.87% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.06% | -0.03% | -11.70% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.02% | +0.03% | +68.52% | |
| 12 | PZA | Invesco National Amt-free Mu | ETF-Other | 1.85% | -0.05% | +7.65% | |
| 13 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.50% | +0.01% | -11.08% | |
| 14 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.50% | -0.06% | -61.73% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.32% | -0.06% | -10.28% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.31% | — | -24.96% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 1.05% | -0.06% | -50.08% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.98% | -0.05% | -10.41% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | -0.03% | -14.08% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.85% | -0.01% | -18.03% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.82% | -0.03% | -3.77% | |
| 22 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.82% | — | -54.56% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.81% | -0.10% | +30.66% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.80% | +0.27% | -40.06% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.80% | — | -1.76% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | -0.01% | -11.06% | |
| 27 | IQLT | Ishares Msci International Q | ETF-Other | 0.77% | -0.04% | -18.30% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.73% | — | -3.70% | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.70% | — | +0.55% | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.70% | — | -4.39% | |
| 31 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.70% | — | +0.38% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | -0.01% | +0.49% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.67% | — | -3.61% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.66% | -0.01% | -9.33% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | -0.08% | -0.78% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.01% | -5.54% | |
| 37 | POWA | Invesco Bloomberg Pricing Po | ETF-Other | 0.59% | -0.05% | -3.18% | |
| 38 | DFIV | Dimensional International Va | ETF-Other | 0.59% | -0.05% | -9.57% | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.58% | — | -11.03% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.51% | -0.01% | -3.44% | |
| 41 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.49% | -0.02% | -1.75% | |
| 42 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.48% | -0.02% | -2.87% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.06% | -22.01% | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.43% | -0.70% | +58.56% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | -0.23% | +0.46% | |
| 46 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.40% | -0.10% | +200.00% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.02% | -32.78% | |
| 48 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.39% | -0.02% | +10.26% | |
| 49 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.39% | -0.01% | -48.21% | |
| 50 | CSW | Csw Industrials Inc | Stock-Industrials | 0.39% | -0.03% | — |
According to official SEC Form 13F filings, 1900 Wealth Management LLC reported a total U.S. public equity portfolio value of $1.8B across 235 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IVV, JAAA) accounted for 23.9% of total reported equity market value during Q1 2024.
During Q1 2024, 1900 Wealth Management LLC's top holdings by market value included SPYM (19.0%)、IVV (7.3%)、JAAA (5.5%). The largest single position, SPYM, represented 19.0% of total portfolio value.
In Q1 2024, 1900 Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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