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Monticello Wealth Management

Latest statistics and disclosures from 1900 Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, JAAA, UBND, JMUB, DFUS, and represent 52.91% of 1900 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$28M), SPLG (+$26M), JMUB (+$19M), SPMD, PZA, UBND, SPY, MSFT, ADBE, SGOV.
Started 22 new stock positions in IGM, KYN, URI, BSTZ, KNTK, GE, KKR, KMB, BNAI, BX. WMB, DSI, RTX, CSCO, SPYG, IAU, VOT, IBM, UBER, LMT, INTC, MAGS.
Reduced shares in these 10 stocks: IWB (-$8.7M), VTEB (-$6.4M), IVV, IJH, TPL, SFNC, ITOT, DFUV, GSLC, IUSG.
Sold out of its positions in ISRG, MA, CRM.
1900 Wealth Management was a net buyer of stock by $76M.
1900 Wealth Management has $1.5B in assets under management (AUM), dropping by 11.59%.
Central Index Key (CIK): 0001791996

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Portfolio Holdings for 1900 Wealth Management

1900 Wealth Management holds 233 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	30.0	$443M	+6%	5.6M	78.34	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	8.9	$131M	+26%	2.6M	50.78	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	6.2	$92M	+2%	4.2M	22.05	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	4.0	$59M	+46%	1.2M	50.47	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.8	$56M		766k	72.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$47M	-3%	70k	669.30	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	2.7	$40M	+10%	692k	57.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$38M		193k	194.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.3	$35M		135k	256.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$28M		462k	59.92	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.9	$27M		210k	130.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$23M		521k	44.69	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.4	$21M		69k	302.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$16M	-2%	108k	145.65	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.8	$11M	-2%	275k	41.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$11M	-43%	31k	365.48	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$11M		245k	42.96	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.7	$11M	-2%	140k	74.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$9.7M		21k	468.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$9.2M		28k	328.55	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$9.0M		132k	68.46	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.6	$9.0M		92k	97.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$8.6M	-2%	28k	307.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$8.5M		29k	293.75	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.6	$8.4M		152k	55.33	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$8.3M		188k	44.19	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$8.1M		71k	113.62	View chart
Apple (AAPL)	0.5	$7.8M	-3%	31k	254.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$7.1M	+34%	11k	666.36	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.5	$6.8M		75k	90.52	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$6.8M	-2%	188k	36.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$6.8M		11k	612.36	View chart
Microsoft Corporation (MSFT)	0.5	$6.7M	+26%	13k	517.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$6.3M	+2%	53k	118.83	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$6.0M		8.00	754200.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$6.0M		52k	113.88	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$5.9M	-5%	36k	164.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$5.8M	+2%	108k	54.18	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$5.8M		125k	46.12	View chart
Amazon (AMZN)	0.4	$5.5M	+8%	25k	219.57	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$5.5M		58k	95.14	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$5.4M		63k	87.03	View chart
Texas Pacific Land Corp (TPL)	0.4	$5.4M	-9%	5.8k	933.64	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$5.2M		48k	108.45	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$5.0M		86k	58.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$5.0M	-56%	100k	50.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$4.5M		9.3k	479.62	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.4M	+14%	39k	112.75	View chart
Csw Industrials (CSW)	0.3	$4.4M		18k	242.75	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$4.3M	+422%	186k	23.09	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$4.1M	-6%	88k	46.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$4.0M		20k	203.59	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$3.8M	-4%	80k	47.88	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$3.7M	-2%	15k	244.10	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$3.6M		9.0k	402.40	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$3.5M		206k	17.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$3.4M	-2%	130k	26.34	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$3.1M		77k	40.73	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.9M	-5%	9.3k	315.44	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.8M	-3%	72k	38.57	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.2	$2.8M		9.4k	294.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.7M		11k	243.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.7M	-5%	19k	140.95	View chart
Caterpillar (CAT)	0.2	$2.6M	+56%	5.5k	477.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.6M		5.2k	502.74	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$2.6M	-3%	5.9k	435.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.5M		108k	23.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.3M	+15%	9.5k	243.11	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.2M	-3%	23k	96.55	View chart
Home Depot (HD)	0.1	$2.1M	+33%	5.1k	405.17	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.0M	-3%	31k	65.92	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.9M	+153%	19k	100.70	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.9M	+287%	5.4k	352.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$1.9M	-3%	59k	31.53	View chart
Broadcom (AVGO)	0.1	$1.8M	+59%	5.6k	329.93	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.8M	-2%	36k	51.04	View chart
Etsy (ETSY)	0.1	$1.8M	-3%	27k	66.39	View chart
Synopsys (SNPS)	0.1	$1.7M		3.5k	493.39	View chart
NVIDIA Corporation (NVDA)	0.1	$1.7M	+25%	9.0k	186.58	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.6M	-3%	38k	43.41	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$1.6M		31k	50.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$1.5M	-16%	45k	33.65	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.5M		5.2k	281.87	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.1	$1.4M		16k	92.16	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.4M		47k	29.64	View chart
Visa Com Cl A (V)	0.1	$1.4M	-6%	4.0k	341.40	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.3M	-8%	13k	99.95	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.1	$1.3M		28k	46.03	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.3M		11k	122.45	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$1.3M		29k	44.00	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.3M		14k	89.37	View chart
Martin Marietta Materials (MLM)	0.1	$1.2M		1.9k	630.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.2M	-5%	5.0k	241.94	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	+16%	12k	103.06	View chart
Abbvie (ABBV)	0.1	$1.2M	+49%	5.0k	231.56	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.1M	-4%	4.1k	279.35	View chart
Pulte (PHM)	0.1	$1.1M		8.6k	132.13	View chart
Cullen/Frost Bankers (CFR)	0.1	$1.1M		8.9k	126.77	View chart
Oracle Corporation (ORCL)	0.1	$1.1M		3.9k	281.23	View chart
Equifax (EFX)	0.1	$1.1M		4.3k	256.54	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.1	$1.1M		23k	45.57	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	+63%	6.8k	153.64	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.0M		27k	39.26	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M	+11%	5.6k	185.41	View chart
Philip Morris International (PM)	0.1	$1.0M	+6%	6.4k	162.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.0M	-36%	16k	65.26	View chart
Autodesk (ADSK)	0.1	$1.0M	-5%	3.2k	317.67	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$990k		16k	63.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$936k	+291%	1.6k	600.46	View chart
McDonald's Corporation (MCD)	0.1	$890k	+65%	2.9k	303.86	View chart
Chevron Corporation (CVX)	0.1	$885k	-14%	5.7k	155.29	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$865k	-4%	35k	24.93	View chart
Southwest Airlines (LUV)	0.1	$857k		27k	31.91	View chart
Eli Lilly & Co. (LLY)	0.1	$838k	+116%	1.1k	762.89	View chart
Wells Fargo & Company (WFC)	0.1	$807k	+5%	9.6k	83.82	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$801k		3.4k	233.75	View chart
First Financial Bankshares (FFIN)	0.1	$790k	+296%	24k	33.65	View chart
Novartis Sponsored Adr (NVS)	0.1	$756k		5.9k	128.24	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$755k		18k	42.13	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$753k	+2%	778.00	968.09	View chart
Norfolk Southern (NSC)	0.0	$735k		2.4k	300.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$731k		3.9k	186.49	View chart
Deere & Company (DE)	0.0	$718k	+41%	1.6k	457.57	View chart
Trimble Navigation (TRMB)	0.0	$716k		8.8k	81.65	View chart
Meta Platforms Cl A (META)	0.0	$658k	+20%	896.00	734.28	View chart
Core Scientific Call (CORZ)	0.0	$642k		36k	17.94	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$636k	-2%	7.5k	84.83	View chart
Goldman Sachs (GS)	0.0	$621k		779.00	796.57	View chart
Arista Networks Com Shs (ANET)	0.0	$618k	-2%	4.2k	145.71	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$615k		3.9k	155.87	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$613k		1.6k	378.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$607k		2.4k	254.28	View chart
Tesla Motors (TSLA)	0.0	$594k	+14%	1.3k	444.72	View chart
Bk Nova Cad (BNS)	0.0	$588k		9.1k	64.65	View chart
Veritex Hldgs (VBTX)	0.0	$586k	-25%	18k	33.53	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$561k		11k	52.22	View chart
Honeywell International (HON)	0.0	$559k	+16%	2.7k	210.50	View chart
Uber Technologies (UBER)	0.0	$559k	NEW	5.7k	97.97	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$553k	-9%	5.2k	106.48	View chart
Qualcomm (QCOM)	0.0	$552k	+78%	3.3k	166.36	View chart
Abbott Laboratories (ABT)	0.0	$548k	+17%	4.1k	133.95	View chart
IDEXX Laboratories (IDXX)	0.0	$544k		852.00	638.89	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$540k	+15%	7.4k	73.29	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$539k		21k	25.52	View chart
Pfizer (PFE)	0.0	$539k	+4%	21k	25.48	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$534k		16k	32.79	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$534k		22k	24.34	View chart
Nike CL B (NKE)	0.0	$530k		7.6k	69.75	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$530k		22k	24.30	View chart
Thermo Fisher Scientific (TMO)	0.0	$530k	-13%	1.1k	485.46	View chart
Cme (CME)	0.0	$529k	+5%	2.0k	270.20	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$526k		4.9k	106.79	View chart
Automatic Data Processing (ADP)	0.0	$512k	+9%	1.7k	293.50	View chart
Roper Industries (ROP)	0.0	$511k		1.0k	498.69	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$509k		22k	23.47	View chart
Merck & Co (MRK)	0.0	$498k	+29%	5.9k	84.28	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$495k		5.2k	95.15	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$493k		11k	45.21	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$492k		4.5k	110.38	View chart
Union Pacific Corporation (UNP)	0.0	$485k	-2%	2.1k	236.37	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.0	$469k		5.9k	79.46	View chart
Simmons 1st Natl Corp Cl A $1 Par (SFNC)	0.0	$456k	-50%	24k	19.39	View chart
Bank of New York Mellon Corporation (BK)	0.0	$438k		4.0k	108.96	View chart
Shell Spon Ads (SHEL)	0.0	$438k		6.1k	71.53	View chart
At&t (T)	0.0	$436k		15k	28.24	View chart
Rockwell Automation (ROK)	0.0	$435k		1.2k	349.56	View chart
Costco Wholesale Corporation (COST)	0.0	$433k		468.00	925.78	View chart
Cadence Design Systems (CDNS)	0.0	$432k	-3%	1.2k	351.26	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$417k	-24%	2.1k	199.43	View chart
Coca-Cola Company (KO)	0.0	$412k		6.2k	66.47	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$410k	-2%	11k	36.55	View chart
American Express Company (AXP)	0.0	$407k		1.2k	332.16	View chart
Icon SHS (ICLR)	0.0	$407k		2.3k	175.00	View chart
Unilever Spon Adr New (UL)	0.0	$407k		6.9k	59.28	View chart
Capital Southwest Corporation (CSWC)	0.0	$399k		18k	21.86	View chart
Kinder Morgan (KMI)	0.0	$386k	-2%	14k	28.31	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.0	$384k	NEW	9.0k	42.74	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$383k		1.6k	239.68	View chart
Danaher Corporation (DHR)	0.0	$369k		1.9k	198.56	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$368k		7.0k	52.28	View chart
Duke Energy Corp Com New (DUK)	0.0	$355k	+29%	3.0k	119.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$352k		6.2k	57.10	View chart
Altria (MO)	0.0	$348k		5.3k	66.06	View chart
Marathon Petroleum Corp (MPC)	0.0	$340k	-14%	1.8k	192.71	View chart
Palo Alto Networks (PANW)	0.0	$337k	-39%	1.7k	203.62	View chart
Novo-nordisk A S Adr (NVO)	0.0	$337k		6.1k	55.49	View chart
Lockheed Martin Corporation (LMT)	0.0	$336k	NEW	672.00	499.26	View chart
Mettler-Toledo International (MTD)	0.0	$330k		269.00	1227.61	View chart
Pepsi (PEP)	0.0	$326k		2.3k	140.42	View chart
Franklin Electric (FELE)	0.0	$319k		3.4k	95.20	View chart
Cisco Systems (CSCO)	0.0	$318k	NEW	4.6k	68.42	View chart
Emerson Electric (EMR)	0.0	$316k	+21%	2.4k	131.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$311k		4.2k	74.37	View chart
Diageo Spon Adr New (DEO)	0.0	$309k		3.2k	95.43	View chart
Intel Corporation (INTC)	0.0	$307k	NEW	9.2k	33.55	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$300k	NEW	14k	22.16	View chart
Comerica Incorporated (CMA)	0.0	$291k		4.2k	69.23	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$290k	NEW	24k	12.37	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$289k		869.00	332.77	View chart
PerkinElmer (RVTY)	0.0	$287k		3.3k	87.65	View chart
Vanguard World Health Car Etf (VHT)	0.0	$279k		1.1k	259.60	View chart
Micron Technology (MU)	0.0	$278k		1.7k	167.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$278k		5.2k	53.40	View chart
Kroger (KR)	0.0	$275k		4.1k	67.41	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$274k		2.0k	139.15	View chart
Lowe's Companies (LOW)	0.0	$270k	+3%	1.1k	251.38	View chart
T Rowe Price Etf Qm Us Bond Etf (TAGG)	0.0	$265k		6.2k	43.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$262k	-13%	2.2k	120.72	View chart
Analog Devices (ADI)	0.0	$259k	+2%	1.1k	245.71	View chart
Walt Disney Company (DIS)	0.0	$259k		2.3k	114.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$259k	NEW	1.5k	170.85	View chart
Ge Aerospace Com New (GE)	0.0	$254k	NEW	845.00	300.83	View chart
Williams Companies (WMB)	0.0	$243k	NEW	3.8k	63.35	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$243k		109k	2.23	View chart
Donaldson Company (DCI)	0.0	$236k		2.9k	81.85	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$236k		4.7k	50.01	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$227k	NEW	1.8k	125.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$226k	NEW	3.1k	72.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$224k		9.5k	23.47	View chart
Kkr & Co (KKR)	0.0	$223k	NEW	1.7k	129.95	View chart
Kimberly-Clark Corporation (KMB)	0.0	$222k	NEW	1.8k	125.20	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$219k	NEW	3.4k	64.86	View chart
International Business Machines (IBM)	0.0	$219k	NEW	775.00	282.16	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$219k		2.2k	100.67	View chart
United Rentals (URI)	0.0	$218k	NEW	228.00	953.91	View chart
Raytheon Technologies Corp (RTX)	0.0	$213k	NEW	1.3k	167.33	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$210k	NEW	1.7k	125.95	View chart
EOG Resources (EOG)	0.0	$208k		1.9k	112.12	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$204k	NEW	1.9k	104.51	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$201k	NEW	684.00	293.68	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$182k		10k	17.69	View chart
Brand Engagement Network (BNAI)	0.0	$14k	NEW	49k	0.29	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$13k		11k	1.20	View chart

Past Filings by 1900 Wealth Management

SEC 13F filings are viewable for 1900 Wealth Management going back to 2020

1900 Wealth Management 2025 Q3 filed Oct. 17, 2025
1900 Wealth Management 2025 Q2 filed July 21, 2025
1900 Wealth Management 2025 Q1 filed April 17, 2025
1900 Wealth Management 2024 Q4 filed Jan. 28, 2025
1900 Wealth Management 2024 Q3 restated filed Nov. 14, 2024
1900 Wealth Management 2024 Q3 filed Nov. 4, 2024
1900 Wealth Management 2024 Q2 filed July 26, 2024
1900 Wealth Management 2024 Q1 filed April 24, 2024
1900 Wealth Management 2023 Q4 filed Feb. 1, 2024
1900 Wealth Management 2023 Q3 filed Oct. 17, 2023
1900 Wealth Management 2023 Q2 filed July 21, 2023
1900 Wealth Management 2023 Q1 filed May 2, 2023
1900 Wealth Management 2022 Q4 filed Feb. 6, 2023
1900 Wealth Management 2022 Q3 filed Oct. 31, 2022
1900 Wealth Management 2022 Q2 filed Aug. 1, 2022
1900 Wealth Management 2022 Q1 filed April 27, 2022

View all past filings

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