1900 Wealth Management LLC Portfolio Holdings
1900 Wealth Management LLC
- $1.45 Billion
- Q4 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 241
- Current Value $1.45 Billion
- Prior Value $1.37 Billion
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 19 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 56 stocks