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CIK: 0001791996
Total reported value
$1.8B
$1.8B
253 檔
44.9%
The Q1 2026 SEC filing reveals that 1900 Wealth Management LLC held a total portfolio value of $1.8B, covering 253 public equity positions.
1900 Wealth Management LLC executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 12 holdings and trimming 74 positions.
Showing top 200 holdings (of 253 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 | 29.61% | -0.03% | +1.24% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.96% | -7.94% | +0.71% | |
| 3 | UBND | Victoryshares Core Plus Bond | ETF-Other | 6.12% | -1.16% | +2.12% | |
| 4 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.51% | -0.70% | +12.75% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.59% | -0.05% | +3.51% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | -0.01% | +0.34% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.88% | +0.03% | +1.76% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.36% | -0.03% | -0.48% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.05% | +0.47% | -0.83% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.90% | -0.06% | -1.14% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.64% | -0.03% | +0.02% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.58% | -0.06% | -1.01% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 1.37% | +0.03% | +0.77% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.08% | +468.89% | |
| 15 | IDCC | Interdigital Inc | Stock-Tech | 0.87% | -0.13% | -0.02% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.87% | — | -10.34% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.77% | -0.05% | — | |
| 18 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.73% | -0.06% | -0.86% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.70% | — | +0.02% | |
| 20 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.65% | +0.01% | -0.42% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.60% | — | -0.23% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.60% | +0.06% | -1.59% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.59% | -0.02% | +0.01% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | -0.01% | +7.32% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | -0.08% | -0.64% | |
| 26 | IQLT | Ishares Msci International Q | ETF-Other | 0.56% | -0.04% | -0.05% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.01% | -1.24% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.53% | — | -0.56% | |
| 29 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.53% | -0.10% | +0.04% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | -3.51% | |
| 31 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.48% | — | -0.15% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | -0.23% | +5.00% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | +0.14% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.11% | +2.78% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.44% | -0.06% | -3.41% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | -0.21% | |
| 37 | DFIV | Dimensional International Va | ETF-Other | 0.42% | -0.05% | -2.25% | |
| 38 | POWA | Invesco Bloomberg Pricing Po | ETF-Other | 0.42% | -0.05% | -0.12% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.41% | -0.02% | +6.88% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | -0.04% | — | |
| 41 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.36% | -0.02% | +0.02% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | — | +2.96% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.35% | -0.01% | -2.04% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.04% | -4.64% | |
| 45 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.34% | -0.02% | -2.52% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.03% | -0.01% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.34% | -0.01% | -0.12% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | -0.10% | +3.19% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.33% | — | -3.74% | |
| 50 | CSW | Csw Industrials Inc | Stock-Industrials | 0.31% | -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 253 disclosed positions in Q1 2026.
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 44.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
EOG
市值: $970.1K
Top Position Liquidated / Trimmed
CMA
前期市值: $368.3K
During Q1 2026, 1900 Wealth Management LLC's top holdings by market value included SPYM (29.6%)、JAAA (8.0%)、UBND (6.1%). The largest single position, SPYM, represented 29.6% of total portfolio value.
In Q1 2026, 1900 Wealth Management LLC made 191 total portfolio adjustments, initiating 23 new buys, adding to 82 positions, trimming 74 holdings, and fully liquidating 12 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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