Portfolio (Quarterly) Guide ↗

1900 WEALTH MANAGEMENT LLC

· CIK 0001791996

13F Portfolio $1.8B AUM 312 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 65 New 111 Added 63 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ETSY INC	—	26,030	$1.3M	0.08%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	3,342	$755K	0.05%	SOLD
3	ABEV	AMBEV SA	Consumer Defensive	152,614	$446K	0.03%	SOLD
4	DEO	DIAGEO PLC	Consumer Defensive	3,409	$254K	0.02%	SOLD
5	BP	BP PLC	Energy	5,086	$239K	0.01%	SOLD
6	SYK	STRYKER CORPORATION	Healthcare	712	$234K	0.01%	SOLD

Sector Allocation

Technology 37.8%

Financial Services 15.1%

Energy 12.3%

Industrials 10.8%

Consumer Cyclical 8.1%

Healthcare 7.1%

Consumer Defensive 3.5%

Communication Services 3.4%

Basic Materials 0.9%

Utilities 0.8%