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CIK: 0001791996
Total reported value
$1.8B
$1.8B
241 檔
45.4%
In Q4 2025, 1900 Wealth Management LLC's U.S. equity holdings reached a combined market value of $1.8B, distributed across 241 disclosed stock positions.
In Q4 2025, 1900 Wealth Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 241 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 | 30.62% | -0.03% | +5.37% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.91% | -7.94% | -5.75% | |
| 3 | UBND | Victoryshares Core Plus Bond | ETF-Other | 6.05% | -1.16% | +2.70% | |
| 4 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.04% | -0.70% | +6.19% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.62% | -0.05% | -0.56% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.03% | -0.01% | -1.07% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.76% | +0.03% | +7.50% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.46% | -0.03% | +0.10% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.15% | +0.47% | -0.48% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.87% | -0.06% | +1.24% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.73% | -0.03% | -2.76% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.53% | -0.06% | -1.38% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 1.42% | +0.03% | +4.42% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.01% | — | -1.08% | |
| 15 | IDCC | Interdigital Inc | Stock-Tech | 0.92% | -0.13% | — | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.73% | -0.06% | -3.25% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.73% | — | -0.25% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.71% | -0.05% | -0.45% | |
| 19 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.66% | +0.01% | -2.77% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.06% | +21.24% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | -0.08% | +0.54% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.01% | -1.68% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | — | -0.12% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.59% | -0.02% | +0.01% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-Other | 0.56% | — | -0.52% | |
| 26 | IQLT | Ishares Msci International Q | ETF-Other | 0.55% | -0.04% | +1.03% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.54% | -0.01% | -0.67% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | -3.46% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.51% | — | -1.57% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | — | +0.95% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | +3.12% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | — | +11.16% | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.45% | -0.06% | -2.89% | |
| 34 | POWA | Invesco Bloomberg Pricing Po | ETF-Other | 0.44% | -0.05% | +0.16% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | -0.23% | +2.84% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.04% | +8.39% | |
| 37 | DFIV | Dimensional International Va | ETF-Other | 0.40% | -0.05% | +0.67% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | -0.04% | — | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | -0.02% | +1.88% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.37% | — | -4.10% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | -0.01% | -4.57% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.35% | -0.02% | +0.02% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.35% | -0.03% | -0.66% | |
| 44 | CSW | Csw Industrials Inc | Stock-Industrials | 0.34% | -0.03% | — | |
| 45 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.33% | -0.02% | +0.00% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.10% | +2.63% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.32% | -0.01% | -1.07% | |
| 48 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.32% | -0.10% | +200.00% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.11% | +0.42% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.06% | +32.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +5.37% | Add |
| 2 | TSLA | Tesla Inc | +0.1% | +352.96% | Add |
| 3 | AAPL | Apple Inc | +0.1% | +21.24% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.1% | +32.01% | Add |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +95.96% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +32.38% | Add |
| 7 | SUB | Ishares Short-term National | +0.1% | +289.79% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +89.77% | Add |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +7.50% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | +49.96% | Add |
| 11 | CSW | Csw Industrials Inc | 0% | — | Unchanged |
| 12 | HDV | Ishares Core High Dividend E | 0% | +59.49% | Add |
| 13 | LLY | Eli Lilly & Co | 0% | +27.05% | Add |
| 14 | JNJ | Johnson & Johnson | 0% | +45.60% | Add |
| 15 | AMZN | Amazon.com Inc | 0% | +8.39% | Add |
| 16 | ABBV | Abbvie Inc | 0% | +47.25% | Add |
| 17 | JMUB | Jpmorgan Municipal ETF | 0% | +6.19% | Add |
| 18 | CAT | Caterpillar Inc | 0% | +0.02% | Add |
| 19 | VONE | Vanguard Russell 1000 | 0% | +4.42% | Add |
| 20 | DFIV | Dimensional International Va | 0% | +0.67% | Add |
| 21 | XOM | Exxon Mobil CORP | 0% | +0.42% | Add |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | -0.45% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | — | +3.12% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | 0% | +1.24% | Add |
| 25 | IQLT | Ishares Msci International Q | 0% | +1.03% | Add |
| 26 | ETSY | Etsy Inc | 0% | -2.07% | Trim |
| 27 | DFUV | Dimensional US Marketwide Va | -0.1% | -1.38% | Trim |
| 28 | TPL | Texas Pacific Land CORP | -0.1% | +200.00% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +0.10% | Add |
| 30 | GSLC | Goldman Activebeta US Lc ETF | -0.1% | -2.76% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.07% | Trim |
| 32 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -0.56% | Trim |
| 33 | UBND | Victoryshares Core Plus Bond | -0.2% | +2.70% | Add |
| 34 | MTUM | Ishares Msci USA Momentum Fa | -0.2% | -0.48% | Trim |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | -1% | -5.75% | Trim |
| 36 | IDCC | Interdigital Inc | — | NEW | New buy |
| 37 | GLW | Corning Inc | — | NEW | New buy |
| 38 | CORZ | Core Scientific Inc | — | EXIT | Sold out |
| 39 | VBTX | Veritex Holdings Inc | — | EXIT | Sold out |
| 40 | HBAN | Huntington Bancshares Inc | — | NEW | New buy |
| 41 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | — | EXIT | Sold out |
| 43 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 44 | KLAC | Kla CORP | — | NEW | New buy |
| 45 | CMI | Cummins Inc | — | NEW | New buy |
| 46 | SFNC | Simmons First Natl Corp-cl A | — | EXIT | Sold out |
| 47 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 48 | UL | Unilever PLC | — | EXIT | Sold out |
| 49 | BAC | Bank Of America CORP | — | NEW | New buy |
| 50 | CRM | Salesforce Inc | — | NEW | New buy |
According to official SEC Form 13F filings, 1900 Wealth Management LLC reported a total U.S. public equity portfolio value of $1.8B across 241 disclosed positions in Q4 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 45.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IDCC
市值: $14.3M
Top Position Liquidated / Trimmed
CORZ
前期市值: $642.5K
During Q4 2025, 1900 Wealth Management LLC's top holdings by market value included SPYM (30.6%)、JAAA (7.9%)、UBND (6.0%). The largest single position, SPYM, represented 30.6% of total portfolio value.
In Q4 2025, 1900 Wealth Management LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 26 positions, trimming 8 holdings, and fully liquidating 5 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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