1900 Wealth Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.56B
Q ending 2026-03-31
Prior quarter
$1.56B
Q ending 2025-12-31
Change
-0.1% QoQ · +29.5% YoY
Positions
253
reported holdings

Largest positions

Top 100 of 253 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Spdr Series TrustSPYMShares$461.2M6.0M
Janus Detroit Str TrJAAAShares$124.0M2.5M
Victory Portfolios IiUBNDShares$95.4M4.4M
J P Morgan Exchange Traded FJMUBShares$70.3M1.4M
Dimensional Etf TrustDFUSShares$55.9M788K
Ishares TrIVVShares$45.2M69K
Spdr Series TrustSPMDShares$44.8M757K
Ishares TrQUALShares$36.8M192K
Ishares TrMTUMShares$31.9M133K
Vanguard Tax-Managed FdsVEAShares$29.6M463K
Goldman Sachs Etf TrGSLCShares$25.5M204K
Dimensional Etf TrustDFUVShares$24.6M508K
Vanguard Scottsdale FdsVONEShares$21.4M72K
Berkshire Hathaway Inc DelBRK/BShares$14.6M30K
Interdigital IncIDCCShares$13.6M45K
Ishares TrITOTShares$13.6M95K
Schwab Strategic TrFNDFShares$11.9M244K
Goldman Sachs Etf TrGSIEShares$11.4M263K
Ishares TrIWBShares$10.8M30K
Goldman Sachs Etf TrGSSCShares$10.1M136K
Dimensional Etf TrustDFASShares$9.4M132K
Apple IncAAPLShares$9.3M37K
Vanguard Scottsdale FdsVTWOShares$9.2M92K
Vanguard Index FdsVOShares$8.9M31K
Ishares TrIWFShares$8.8M21K
Ishares TrIQLTShares$8.8M189K
Vanguard Index FdsVTIShares$8.8M27K
Vanguard Index FdsVVShares$8.3M28K
Texas Pacific Land CorporatiTPLShares$8.3M17K
Spdr Series TrustSPYVShares$8.0M141K
Invesco Exchange Traded Fd TSPGPShares$7.5M70K
Ishares TrIJRShares$7.1M57K
State Str Spdr S&P 500 Etf TSPYShares$7.0M11K
Exxon Mobil CorpXOMShares$6.9M41K
Dimensional Etf TrustDFAIShares$6.9M176K
Vanguard Index FdsVOOShares$6.8M11K
Dimensional Etf TrustDFIVShares$6.5M123K
Invesco Exch Trd Slf Idx FdPOWAShares$6.5M75K
Vanguard Intl Equity Index FVWOShares$6.3M117K
Berkshire Hathaway Inc DelBRK/AShares$5.7M8
Wisdomtree TrDLNShares$5.6M63K
Microsoft CorpMSFTShares$5.5M15K
Ishares TrEFGShares$5.5M49K
Amazon Com IncAMZNShares$5.4M26K
J P Morgan Exchange Traded FJPMEShares$5.3M46K
Ishares TrUSMVShares$5.3M57K
Dimensional Etf TrustDFATShares$5.3M85K
Vanguard Mun Bd FdsVTEBShares$5.3M106K
Ishares TrIUSGShares$5.1M33K
Csw Industrials IncCSWShares$4.8M18K
Invesco Exch Traded Fd Tr IiPZAShares$4.7M203K
Alphabet IncGOOGShares$4.3M15K
Ishares TrIWDShares$4.2M20K
Spdr Series TrustSPSMShares$4.1M84K
Ishares TrSGOVShares$4.0M40K
Vanguard Index FdsVUGShares$4.0M9K
Energy Transfer L PETShares$4.0M206K
Caterpillar IncCATShares$3.9M6K
Ishares TrIMTMShares$3.9M80K
Vanguard World FdMGCShares$3.6M15K
Alphabet IncGOOGLShares$3.5M12K
Schwab Strategic TrSCHXShares$3.4M131K
Vanguard World FdMGKShares$3.3M9K
Goldman Sachs Etf TrGEMShares$3.0M68K
Ishares TrHDVShares$2.9M22K
Vanguard Whitehall FdsVYMShares$2.8M19K
Vanguard Scottsdale FdsVTHRShares$2.7M10K
Schwab Strategic TrSCHFShares$2.7M110K
Nvidia CorporationNVDAShares$2.7M15K
Tesla IncTSLAShares$2.4M6K
Vanguard Admiral Fds IncVOOGShares$2.3M6K
Ishares TrSUBShares$2.2M21K
Ishares TrIWRShares$2.2M23K
Jpmorgan Chase & CoJPMShares$2.2M7K
Broadcom IncAVGOShares$2.1M7K
Johnson & JohnsonJNJShares$2.1M8K
Ishares IncIEMGShares$2.0M28K
First Tr Exchange-Traded FdFDLShares$1.9M38K
Dimensional Etf TrustDFAEShares$1.9M56K
Home Depot IncHDShares$1.7M5K
Invesco Exch Traded Fd Tr IiIDHQShares$1.6M46K
J P Morgan Exchange Traded FJMSTShares$1.6M32K
Walmart IncWMTShares$1.6M13K
Ishares U S Etf TrMEARShares$1.5M31K
Invesco Exch Traded Fd Tr IiDWASShares$1.5M16K
Dimensional Etf TrustDFACShares$1.5M39K
Schwab Strategic TrSCHMShares$1.5M47K
Abbvie IncABBVShares$1.4M7K
Synopsys IncSNPSShares$1.4M4K
Select Sector Spdr TrXLKShares$1.4M11K
Visa IncVShares$1.4M5K
Eli Lilly & CoLLYShares$1.4M1K
Spdr Series TrustSPYDShares$1.3M29K
Alps Etf TrEQLShares$1.3M28K
Vanguard Scottsdale FdsVONVShares$1.3M14K
Adobe IncADBEShares$1.3M5K
Etsy IncETSYShares$1.3M26K
Mcdonalds CorpMCDShares$1.3M4K
Ishares TrIUSVShares$1.3M13K
Cullen Frost Bankers IncCFRShares$1.2M9K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.