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CIK: 0001791996
Total reported value
$1.8B
$1.8B
233 檔
43.5%
At the close of Q3 2025, 1900 Wealth Management LLC disclosed equity holdings valued at approximately $1.8B, spread across 233 reported holdings.
In Q3 2025, 1900 Wealth Management LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 233 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 | 29.99% | -0.03% | +6.22% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 8.91% | -7.94% | +26.48% | |
| 3 | UBND | Victoryshares Core Plus Bond | ETF-Other | 6.24% | -1.16% | +2.38% | |
| 4 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.02% | -0.70% | +46.38% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.76% | -0.05% | -0.13% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | -0.01% | -3.03% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.68% | +0.03% | +10.38% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.54% | -0.03% | -0.64% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.34% | +0.47% | -0.66% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.88% | -0.06% | +0.44% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.85% | -0.03% | -1.33% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.58% | -0.06% | -1.61% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 1.41% | +0.03% | +0.55% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.06% | — | -2.59% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.77% | -0.06% | -2.17% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.76% | — | -43.72% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.71% | -0.05% | -0.16% | |
| 18 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.71% | +0.01% | -2.25% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | -0.08% | -0.34% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.01% | -1.72% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.61% | — | -0.89% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.61% | -0.02% | +0.01% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | — | -2.20% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | -0.01% | +1.05% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.03% | -1.35% | |
| 26 | IQLT | Ishares Msci International Q | ETF-Other | 0.56% | -0.04% | -0.12% | |
| 27 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.55% | — | -0.30% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.06% | -3.96% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | +34.80% | |
| 30 | POWA | Invesco Bloomberg Pricing Po | ETF-Other | 0.46% | -0.05% | — | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.46% | -0.06% | -2.04% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | +0.79% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | — | +26.81% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | -0.23% | +2.40% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.41% | -0.04% | — | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.40% | -0.01% | -1.31% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.40% | — | -5.44% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.02% | +2.92% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.39% | -0.05% | -0.91% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.04% | +8.20% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.37% | -0.03% | -0.07% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.37% | -0.02% | +0.02% | |
| 43 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.37% | -0.10% | -9.36% | |
| 44 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.35% | -0.02% | +0.00% | |
| 45 | DFAT | Dimensional US Target Value | ETF-Other | 0.34% | -0.01% | -0.72% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | -0.10% | -56.12% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | — | +0.93% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.11% | +14.05% | |
| 49 | CSW | Csw Industrials Inc | Stock-Industrials | 0.30% | -0.03% | — | |
| 50 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.29% | -0.05% | +422.73% |
According to official SEC Form 13F filings, 1900 Wealth Management LLC reported a total U.S. public equity portfolio value of $1.8B across 233 disclosed positions in Q3 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 43.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQ
市值: $935.5K
Top Position Liquidated / Trimmed
FMHI
前期市值: $593.0K
During Q3 2025, 1900 Wealth Management LLC's top holdings by market value included SPYM (30.0%)、JAAA (8.9%)、UBND (6.2%). The largest single position, SPYM, represented 30.0% of total portfolio value.
In Q3 2025, 1900 Wealth Management LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 28 holdings, and fully liquidating 1 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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