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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 SPYM, JAAA, UBND, JMUB, DFUS, and represent 52.25% of 1900 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$24M), IDCC (+$14M), JMUB, TPL, SPMD, UBND, TSLA, SGOV, AAPL, SUB.
Started 19 new stock positions in WCN, CMI, PULS, SCHD, UL, NEM, ITA, FTI, MS, LHX. GLD, ISRG, GLW, CRM, AMD, HBAN, KLAC, IDCC, BAC.
Reduced shares in these 10 stocks: JAAA (-$7.5M), GSLC, CORZ, VBTX, IBDR, IVV, SFNC, Unilever, GSIE, DFUV.
Sold out of its positions in Brand Engagement Network, CORZ, EOG, IBDR, LOW, SCHZ, SFNC, Unilever, URI, VOT. VBTX.
1900 Wealth Management was a net buyer of stock by $63M.
1900 Wealth Management has $1.6B in assets under management (AUM), dropping by 5.66%.
Central Index Key (CIK): 0001791996

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Portfolio Holdings for 1900 Wealth Management

1900 Wealth Management holds 241 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	30.6	$478M	+5%	6.0M	80.22	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	7.9	$123M	-5%	2.4M	50.58	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	6.1	$94M	+2%	4.3M	22.00	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	4.0	$63M	+6%	1.2M	50.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.6	$57M		761k	74.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$47M		69k	684.94	View chart
Spdr Series Trust State Street Spd (SPMD)	2.8	$43M	+7%	744k	57.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$38M		193k	198.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.1	$34M		134k	250.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$29M		468k	62.47	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.7	$27M	-2%	204k	132.37	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$24M		513k	46.59	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.4	$22M	+4%	72k	309.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$16M		106k	148.69	View chart
InterDigital (IDCC)	0.9	$14M	NEW	45k	318.38	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.7	$11M	-3%	266k	42.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$11M		30k	373.44	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$11M		244k	45.21	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.7	$10M	-2%	136k	75.63	View chart
Apple (AAPL)	0.6	$10M	+21%	37k	271.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$9.9M		21k	473.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$9.3M		28k	335.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$9.2M		132k	69.67	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.6	$9.2M		92k	99.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$8.8M		28k	314.80	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$8.6M		190k	45.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$8.4M		29k	290.22	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$8.3M	-3%	147k	56.81	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$8.0M		70k	113.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$7.3M		11k	682.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$7.1M	+3%	11k	627.11	View chart
Microsoft Corporation (MSFT)	0.4	$7.0M	+11%	14k	483.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$6.9M	-2%	182k	38.11	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.4	$6.8M		76k	89.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$6.5M	+2%	54k	120.18	View chart
Amazon (AMZN)	0.4	$6.3M	+8%	27k	230.82	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$6.3M		126k	49.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$6.0M		8.00	754800.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$5.9M		110k	53.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$5.7M	-4%	34k	167.94	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$5.7M	-4%	50k	113.92	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$5.5M		63k	88.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$5.4M		57k	94.16	View chart
Csw Industrials (CSW)	0.3	$5.4M		18k	293.53	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$5.2M		48k	108.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$5.1M	+2%	102k	50.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$5.1M		85k	59.54	View chart
Texas Pacific Land Corp (TPL)	0.3	$5.0M	+200%	17k	287.22	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.8M		40k	120.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.7M	+32%	15k	313.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$4.5M		9.2k	487.88	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$4.4M		190k	23.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$4.2M		20k	210.34	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$4.1M		87k	46.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.9M	+32%	13k	313.01	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$3.9M		80k	47.97	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$3.8M		15k	251.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$3.7M		9.0k	412.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$3.7M	+95%	37k	100.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$3.5M		131k	26.91	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$3.4M		206k	16.49	View chart
NVIDIA Corporation (NVDA)	0.2	$3.2M	+89%	17k	186.49	View chart
Caterpillar (CAT)	0.2	$3.2M		5.5k	572.86	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$3.1M	-4%	74k	41.62	View chart
Broadcom (AVGO)	0.2	$2.9M	+49%	8.4k	346.11	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.2	$2.8M		9.4k	300.33	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.8M	-5%	8.8k	322.21	View chart
Tesla Motors (TSLA)	0.2	$2.7M	+352%	6.0k	449.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.7M	+3%	5.3k	502.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.7M	+2%	110k	24.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.6M	-10%	65k	39.59	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.5M	-8%	18k	143.52	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$2.5M	-4%	5.6k	444.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.2M		23k	96.27	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.0M	+289%	19k	106.70	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.0M	+59%	17k	121.61	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.0M	+7%	5.8k	349.99	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.0M	-4%	29k	67.22	View chart
Home Depot (HD)	0.1	$1.9M	+8%	5.5k	344.07	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$1.8M	-4%	56k	32.57	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.8M		36k	50.94	View chart
Synopsys (SNPS)	0.1	$1.7M	+2%	3.6k	469.72	View chart
Johnson & Johnson (JNJ)	0.1	$1.7M	+45%	8.2k	206.94	View chart
Abbvie (ABBV)	0.1	$1.7M	+47%	7.4k	228.48	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.7M		38k	44.34	View chart
Visa Com Cl A (V)	0.1	$1.7M	+17%	4.7k	350.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$1.6M	+2%	46k	35.15	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$1.5M		31k	50.32	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.1	$1.5M		16k	96.76	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M	+27%	1.4k	1074.63	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.5M	+100%	10k	143.96	View chart
Etsy (ETSY)	0.1	$1.4M	-2%	26k	55.44	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.4M		47k	30.07	View chart
Martin Marietta Materials (MLM)	0.1	$1.4M	+17%	2.2k	622.73	View chart
Wal-Mart Stores (WMT)	0.1	$1.4M	+8%	13k	111.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.3M		13k	102.54	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.1	$1.3M		28k	46.38	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.3M		14k	92.30	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$1.3M		29k	43.25	View chart
Cullen/Frost Bankers (CFR)	0.1	$1.2M	+9%	9.7k	126.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.2M		5.0k	246.16	View chart
Southwest Airlines (LUV)	0.1	$1.1M		27k	41.33	View chart
Philip Morris International (PM)	0.1	$1.1M	+6%	6.8k	160.41	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$1.1M		23k	45.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.1M	-14%	3.5k	303.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.0M		16k	66.00	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.0M	-6%	25k	40.63	View chart
Pulte (PHM)	0.1	$1.0M		8.6k	117.26	View chart
Procter & Gamble Company (PG)	0.1	$999k		7.0k	143.30	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$973k		16k	62.37	View chart
Autodesk (ADSK)	0.1	$966k	+2%	3.3k	296.01	View chart
Equifax (EFX)	0.1	$957k	+3%	4.4k	216.99	View chart
McDonald's Corporation (MCD)	0.1	$947k	+5%	3.1k	305.59	View chart
Oracle Corporation (ORCL)	0.1	$941k	+23%	4.8k	194.91	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$940k	+12%	879.00	1069.86	View chart
Chevron Corporation (CVX)	0.1	$924k	+6%	6.1k	152.41	View chart
Wells Fargo & Company (WFC)	0.1	$922k	+2%	9.9k	93.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$904k	-5%	1.5k	614.40	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$866k		35k	24.94	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$866k	+7%	3.7k	236.01	View chart
Thermo Fisher Scientific (TMO)	0.1	$822k	+29%	1.4k	579.80	View chart
Novartis Sponsored Adr (NVS)	0.1	$814k		5.9k	137.87	View chart
Trimble Navigation (TRMB)	0.1	$804k	+17%	10k	78.35	View chart
Meta Platforms Cl A (META)	0.1	$780k	+31%	1.2k	660.15	View chart
Merck & Co (MRK)	0.0	$749k	+20%	7.1k	105.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$749k		3.9k	190.99	View chart
Deere & Company (DE)	0.0	$738k		1.6k	465.88	View chart
Corning Incorporated (GLW)	0.0	$730k	NEW	8.3k	87.56	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$723k		18k	40.35	View chart
Goldman Sachs (GS)	0.0	$713k	+4%	811.00	879.09	View chart
Norfolk Southern (NSC)	0.0	$713k		2.5k	288.72	View chart
First Financial Bankshares (FFIN)	0.0	$702k		24k	29.87	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$689k	+55%	18k	39.45	View chart
Bk Nova Cad (BNS)	0.0	$670k		9.1k	73.69	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$649k		7.5k	86.25	View chart
Abbott Laboratories (ABT)	0.0	$631k	+23%	5.0k	125.30	View chart
Qualcomm (QCOM)	0.0	$629k	+10%	3.7k	171.05	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$628k		1.6k	386.86	View chart
Shell Spon Ads (SHEL)	0.0	$616k	+36%	8.4k	73.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$609k		2.4k	257.95	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$584k	NEW	33k	17.50	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$583k	-7%	3.6k	159.91	View chart
IDEXX Laboratories (IDXX)	0.0	$576k		852.00	676.53	View chart
Danaher Corporation (DHR)	0.0	$575k	+34%	2.5k	229.14	View chart
Honeywell International (HON)	0.0	$573k	+10%	2.9k	195.09	View chart
Coca-Cola Company (KO)	0.0	$572k	+31%	8.2k	69.91	View chart
Rockwell Automation (ROK)	0.0	$571k	+17%	1.5k	389.09	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$562k		16k	34.46	View chart
Arista Networks Com Shs (ANET)	0.0	$560k		4.3k	131.03	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$551k		11k	51.77	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$550k		5.1k	107.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$548k	NEW	20k	27.43	View chart
Cme (CME)	0.0	$546k	+2%	2.0k	273.09	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$546k		21k	25.46	View chart
Pfizer (PFE)	0.0	$532k		21k	24.90	View chart
Unilever Spon Adr New (UL)	0.0	$527k	NEW	8.1k	65.40	View chart
Automatic Data Processing (ADP)	0.0	$519k	+15%	2.0k	257.23	View chart
Union Pacific Corporation (UNP)	0.0	$513k	+8%	2.2k	231.32	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$512k		11k	46.92	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$508k		22k	23.41	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$504k		4.5k	111.80	View chart
Roper Industries (ROP)	0.0	$497k	+8%	1.1k	445.13	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$496k		5.2k	95.22	View chart
Kla Corp Com New (KLAC)	0.0	$495k	NEW	407.00	1215.08	View chart
Cummins (CMI)	0.0	$488k	NEW	956.00	510.45	View chart
Micron Technology (MU)	0.0	$485k	+2%	1.7k	285.51	View chart
Costco Wholesale Corporation (COST)	0.0	$482k	+19%	559.00	862.47	View chart
Uber Technologies (UBER)	0.0	$481k	+3%	5.9k	81.71	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$480k	-13%	6.4k	75.05	View chart
Nike CL B (NKE)	0.0	$475k		7.5k	63.71	View chart
Bank of New York Mellon Corporation (BK)	0.0	$467k		4.0k	116.09	View chart
American Express Company (AXP)	0.0	$466k	+2%	1.3k	369.95	View chart
Icon SHS (ICLR)	0.0	$443k	+4%	2.4k	182.22	View chart
Emerson Electric (EMR)	0.0	$443k	+38%	3.3k	132.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$441k	NEW	1.1k	396.31	View chart
Cadence Design Systems (CDNS)	0.0	$431k	+12%	1.4k	312.58	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$430k		2.1k	204.89	View chart
Pepsi (PEP)	0.0	$418k	+24%	2.9k	144.24	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.0	$405k		5.9k	68.57	View chart
Capital Southwest Corporation (CSWC)	0.0	$405k		18k	22.15	View chart
Kinder Morgan (KMI)	0.0	$394k	+5%	14k	27.49	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$382k	+100%	3.2k	119.39	View chart
Mettler-Toledo International (MTD)	0.0	$375k		269.00	1394.19	View chart
At&t (T)	0.0	$370k	-3%	15k	24.84	View chart
Cisco Systems (CSCO)	0.0	$370k	+3%	4.8k	77.03	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$369k		7.0k	52.41	View chart
Comerica Incorporated	0.0	$368k		4.2k	87.64	View chart
Palo Alto Networks (PANW)	0.0	$367k	+20%	2.0k	184.20	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$359k	+60%	5.4k	65.96	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$353k	-33%	15k	24.28	View chart
Bank of America Corporation (BAC)	0.0	$352k	NEW	6.4k	55.00	View chart
Duke Energy Corp Com New (DUK)	0.0	$346k		3.0k	117.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$344k	-2%	6.0k	57.24	View chart
salesforce (CRM)	0.0	$344k	NEW	1.3k	264.87	View chart
Intel Corporation (INTC)	0.0	$340k		9.2k	36.90	View chart
Lockheed Martin Corporation (LMT)	0.0	$326k		674.00	483.72	View chart
Franklin Electric (FELE)	0.0	$325k		3.4k	95.53	View chart
Ge Aerospace Com New (GE)	0.0	$325k	+24%	1.1k	308.04	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.0	$324k		9.0k	36.05	View chart
Novo-nordisk A S Adr (NVO)	0.0	$323k	+4%	6.3k	50.88	View chart
PerkinElmer (RVTY)	0.0	$317k		3.3k	96.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$315k		4.3k	74.07	View chart
L3harris Technologies (LHX)	0.0	$314k	NEW	1.1k	293.63	View chart
Vanguard World Health Car Etf (VHT)	0.0	$309k		1.1k	287.85	View chart
Altria (MO)	0.0	$308k		5.3k	57.66	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$306k		2.0k	154.82	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.0	$306k		14k	22.61	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$300k	NEW	6.0k	49.59	View chart
Newmont Mining Corporation (NEM)	0.0	$299k	NEW	3.0k	99.85	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$299k		871.00	342.96	View chart
Diageo Spon Adr New (DEO)	0.0	$296k	+5%	3.4k	86.27	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$290k		24k	12.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$286k	NEW	1.3k	214.69	View chart
Marathon Petroleum Corp (MPC)	0.0	$284k		1.7k	162.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$277k	-2%	5.1k	54.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$271k	+16%	1.8k	154.14	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$269k		109k	2.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$267k		2.2k	123.26	View chart
T Rowe Price Etf Qm Us Bond Etf (TAGG)	0.0	$267k		6.2k	43.04	View chart
Walt Disney Company (DIS)	0.0	$267k	+3%	2.3k	113.76	View chart
Intuitive Surgical Com New (ISRG)	0.0	$263k	NEW	464.00	566.36	View chart
Donaldson Company (DCI)	0.0	$256k		2.9k	88.66	View chart
Kroger (KR)	0.0	$255k		4.1k	62.48	View chart
Analog Devices (ADI)	0.0	$242k	-15%	891.00	271.30	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$236k	-4%	4.5k	52.41	View chart
Raytheon Technologies Corp (RTX)	0.0	$234k		1.3k	183.40	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$233k		1.8k	129.16	View chart
Williams Companies (WMB)	0.0	$232k		3.9k	60.11	View chart
International Business Machines (IBM)	0.0	$230k		775.00	296.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$228k	-9%	2.8k	81.17	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$219k		2.2k	100.34	View chart
Kkr & Co (KKR)	0.0	$218k		1.7k	127.48	View chart
Technipfmc (FTI)	0.0	$215k	NEW	4.8k	44.56	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$214k		1.7k	128.83	View chart
Kimberly-Clark Corporation (KMB)	0.0	$214k	+18%	2.1k	101.61	View chart
Morgan Stanley Com New (MS)	0.0	$208k	NEW	1.2k	177.53	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$208k		1.9k	106.70	View chart
Waste Connections (WCN)	0.0	$207k	NEW	1.2k	175.36	View chart
Advanced Micro Devices (AMD)	0.0	$204k	NEW	954.00	214.16	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$178k		10k	17.32	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$21k		11k	1.97	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 Q4 filed Jan. 20, 2026
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

View all past filings

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