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Portfolio (Quarterly) Guide ↗

1900 WEALTH MANAGEMENT LLC

· CIK 0001791996
13F Portfolio $1.6B AUM 253 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 79 Added 71 Reduced
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VLO VALERO ENERGY CORP Energy 856.0 $212K 0.01% NEW — $247.09 +56.9%
22 MMM 3M CO Industrials 1,432.0 $208K 0.01% NEW — $145.23 +16.0%
23 PCG PG&E CORP Utilities 10,323.0 $181K 0.01% NEW — $17.57 -30.7%
24 — BRAND ENGAGEMENT NETWORK INC — 100,063.0 $26K 0.00% NEW — $0.26 —
Page 2 of 2  ·  24 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Energy 18.0%
Financial Services 13.8%
Industrials 9.7%
Consumer Cyclical 8.6%
Healthcare 7.9%
Consumer Defensive 4.9%
Communication Services 3.4%
Basic Materials 1.3%
Utilities 0.7%