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CIK: 0001791996
Total reported value
$1.8B
$1.8B
312 檔
48.9%
According to the latest 13F quarterly dataset, 1900 Wealth Management LLC managed an equity portfolio of $1.8B at the end of Q2 2026, spanning 312 distinct U.S. exchange-listed positions.
In Q2 2026, 1900 Wealth Management LLC displayed an active expansion posture, initiating 65 new positions and adding to 76 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 312 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 | 29.58% | +0.68% | +0.31% | |
| 2 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 8.34% | -1.94% | — | |
| 3 | UBND | Victoryshares Core Plus Bond | ETF-Other | 4.96% | +0.40% | -6.30% | |
| 4 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.81% | -0.78% | -3.92% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.54% | -0.06% | -1.48% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.91% | -0.08% | +2.36% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.89% | -0.05% | +0.19% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.52% | -0.33% | -0.47% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.33% | -0.11% | -0.91% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.84% | -0.05% | +0.40% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.61% | -0.11% | -0.07% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.52% | -0.05% | -2.17% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 1.40% | -0.01% | +2.57% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.87% | -0.02% | -0.12% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | — | +1.85% | |
| 16 | INFQ | Infleqtion Inc | Stock-Other | 0.80% | -0.01% | +2143.56% | |
| 17 | IDCC | Interdigital Inc | Stock-Tech | 0.74% | +0.08% | +3.60% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.72% | -0.01% | +0.08% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.70% | -0.01% | +0.86% | |
| 20 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.67% | -0.02% | -0.07% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.14% | +12.31% | |
| 22 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.66% | -0.06% | -4.19% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.60% | -0.22% | -0.75% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.05% | -8.46% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | -0.03% | +304.40% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | — | -1.46% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.53% | -0.02% | +97.63% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.53% | -0.01% | -0.75% | |
| 29 | IQLT | Ishares Msci International Q | ETF-Other | 0.52% | -0.02% | -0.39% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | — | +244.10% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | -0.44% | |
| 32 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.48% | -0.08% | +0.04% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.01% | +0.20% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | +0.82% | |
| 35 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.43% | -0.12% | +0.27% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.01% | +0.13% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.06% | +12.45% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.38% | -0.01% | -4.80% | |
| 39 | POWA | Invesco Bloomberg Pricing Po | ETF-Other | 0.37% | -0.07% | -0.12% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | -0.08% | +12.75% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.37% | — | -0.36% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | +0.19% | +13.09% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.34% | -0.02% | +0.53% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.01% | +15.75% | |
| 45 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.34% | -0.01% | +0.02% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.33% | -0.01% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.33% | EXIT | |
| 48 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.33% | — | -4.05% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | -0.09% | -1.18% | |
| 50 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.32% | -0.02% | -0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | +8.3% | NEW | New buy |
| 2 | INFQ | Infleqtion Inc | +0.8% | +2143.56% | Add |
| 3 | MTUM | Ishares Msci USA Momentum Fa | +0.5% | -0.47% | Trim |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +97.63% | Add |
| 5 | PB | Prosperity Bancshares Inc | +0.2% | NEW | New buy |
| 6 | CAT | Caterpillar Inc | +0.1% | +12.75% | Add |
| 7 | NVDA | Nvidia CORP | +0.1% | +63.54% | Add |
| 8 | MU | Micron Technology Inc | +0.1% | +0.62% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +12.31% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +15.75% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +34.89% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +45.12% | Add |
| 13 | AMZN | Amazon.com Inc | 0% | +12.45% | Add |
| 14 | XLK | Ss Technology Select Sector | 0% | +10.31% | Add |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +2.36% | Add |
| 16 | VONE | Vanguard Russell 1000 | 0% | +2.57% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | +7.58% | Add |
| 18 | GS | Goldman Sachs Group Inc | 0% | +72.56% | Add |
| 19 | GLW | Corning Inc | 0% | -5.37% | Trim |
| 20 | META | Meta Platforms Inc-class A | 0% | +119.14% | Add |
| 21 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 22 | KLAC | Kla CORP | 0% | +981.73% | Add |
| 23 | PWR | Quanta Services Inc | 0% | NEW | New buy |
| 24 | EEM | Ishares Msci Emerging Market | 0% | +22.08% | Add |
| 25 | CCJ | Cameco CORP | 0% | NEW | New buy |
| 26 | MS | Morgan Stanley | 0% | NEW | New buy |
| 27 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 28 | AMD | Advanced Micro Devices | 0% | +16.72% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +23.08% | Add |
| 30 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 31 | WDC | Western Digital CORP | 0% | NEW | New buy |
| 32 | RMBS | Rambus Inc | 0% | NEW | New buy |
| 33 | LUV | Southwest Airlines Co | 0% | +0.68% | Add |
| 34 | AMGN | Amgen Inc | 0% | NEW | New buy |
| 35 | FIX | Comfort Systems USA Inc | 0% | NEW | New buy |
| 36 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 37 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 38 | INTC | Intel CORP | 0% | NEW | New buy |
| 39 | ✓ | 0% | NEW | New buy | |
| 40 | ICLR | ICON Public Limited Company | 0% | — | Unchanged |
| 41 | LOW | Lowe's Cos Inc | 0% | NEW | New buy |
| 42 | ✓ | 0% | NEW | New buy | |
| 43 | WM | Waste Management Inc | 0% | NEW | New buy |
| 44 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 45 | FMDE | Fidelity Enhanced Mid Cap Co | 0% | NEW | New buy |
| 46 | PH | Parker Hannifin CORP | 0% | NEW | New buy |
| 47 | ETN | Eaton Corporation plc | 0% | NEW | New buy |
| 48 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | NEW | New buy |
| 49 | ABNB | Airbnb Inc-class A | 0% | NEW | New buy |
| 50 | DELL | Dell Technologies -c | 0% | 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 312 disclosed positions in Q2 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, PAAA, UBND) accounted for 48.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
PAAA
市值: $149.8M
Top Position Liquidated / Trimmed
ETSY
前期市值: $1.3M
During Q2 2026, 1900 Wealth Management LLC's top holdings by market value included SPYM (29.6%)、PAAA (8.3%)、UBND (5.0%). The largest single position, SPYM, represented 29.6% of total portfolio value.
In Q2 2026, 1900 Wealth Management LLC made 192 total portfolio adjustments, initiating 65 new buys, adding to 76 positions, trimming 45 holdings, and fully liquidating 6 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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