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CIK: 0001791996
Total reported value
$1.8B
$1.8B
214 檔
37.6%
During the Q2 2025 filing period, 1900 Wealth Management LLC (CIK: 0001791996) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 214 reported positions.
In Q2 2025, 1900 Wealth Management LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 214 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 | 29.23% | -0.03% | +3.75% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.85% | -7.94% | -0.46% | |
| 3 | UBND | Victoryshares Core Plus Bond | ETF-Other | 6.74% | -1.16% | +0.13% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.89% | -0.05% | +0.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.37% | -0.01% | +2.95% | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.01% | -0.70% | +47.68% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.68% | -0.03% | -0.41% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.58% | +0.03% | +10.61% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.46% | +0.47% | -1.28% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.98% | -0.06% | +3.62% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.95% | -0.03% | -0.31% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.69% | -0.06% | -2.47% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 1.45% | +0.03% | +6113.07% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.39% | — | +3.53% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.13% | — | -1.03% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.84% | -0.10% | +13.14% | |
| 17 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.84% | -0.06% | -1.85% | |
| 18 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.74% | +0.01% | -2.12% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.74% | -0.05% | +0.08% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.67% | -0.08% | -1.05% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.01% | -0.28% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.64% | — | -1.02% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.62% | — | -4.42% | |
| 24 | IQLT | Ishares Msci International Q | ETF-Other | 0.61% | -0.04% | -0.45% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.03% | -0.13% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | -0.01% | -0.33% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.61% | -0.02% | -0.02% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.58% | — | -1.58% | |
| 29 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.51% | -0.10% | — | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.50% | -0.06% | -8.56% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.06% | -11.02% | |
| 32 | POWA | Invesco Bloomberg Pricing Po | ETF-Other | 0.49% | -0.05% | -1.95% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | +2.47% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.45% | -0.01% | +0.34% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.04% | — | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.43% | — | -4.06% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | -0.23% | +0.19% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.03% | -0.12% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.41% | -0.05% | -1.61% | |
| 40 | CSW | Csw Industrials Inc | Stock-Industrials | 0.40% | -0.03% | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.02% | +0.25% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.39% | -0.02% | +0.02% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.04% | -9.87% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | — | -16.81% | |
| 45 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.37% | -0.02% | -3.18% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | — | -0.03% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | -0.01% | -7.35% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | — | -0.27% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.30% | +0.27% | -17.10% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.29% | -0.01% | -0.09% |
According to official SEC Form 13F filings, 1900 Wealth Management LLC reported a total U.S. public equity portfolio value of $1.8B across 214 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, JAAA, UBND) accounted for 37.6% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
FMHI
前期市值: $593.0K
During Q2 2025, 1900 Wealth Management LLC's top holdings by market value included SPYM (29.2%)、JAAA (7.8%)、UBND (6.7%). The largest single position, SPYM, represented 29.2% of total portfolio value.
In Q2 2025, 1900 Wealth Management LLC made 48 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 30 holdings, and fully liquidating 2 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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