1900 Wealth Management LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $470M, Janus Detroit Str Tr Janus Hen with a value of $124M, Jp Morgan Tr Mun ETF (De) with a value of $63.1M, Dimensional ETF Tr U S Equity with a value of $55.5M, and Ishares Core S&P 500 ETF with a value of $46.5M.
Examining the 13F form we can see an increase of $74.7M in the current position value, from $1.37B to 1.45B.
Below you can find more details about 1900 Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.45 Billion
ETFs: $1.28 Billion
Technology: $36.4 Million
Energy: $29.8 Million
Communication Services: $24.3 Million
Financial Services: $20.8 Million
Industrials: $17.1 Million
Consumer Cyclical: $14.8 Million
Healthcare: $11.1 Million
Other: $8.53 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
