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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
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLI SELECT SECTOR SPDR TR 1,317.0 $244K 0.01% NEW $185.17 -3.3%
42 DTCR GLOBAL X FDS 8,028.0 $244K 0.01% NEW $30.37 -7.8%
43 UNH UNITEDHEALTH GROUP INC Healthcare 581.0 $242K 0.01% NEW $415.83 -4.1%
44 CB CHUBB LIMITED Financial Services 705.0 $240K 0.01% NEW $340.74 +1.5%
45 GRMN GARMIN LTD Technology 1,006.0 $239K 0.01% NEW $237.49 +22.6%
46 WELL WELLTOWER INC Real Estate 1,042.0 $237K 0.01% NEW $226.97 +5.7%
47 XNTK SPDR SERIES TRUST 592.0 $231K 0.01% NEW $390.65 -10.1%
48 IBHJ ISHARES TR 8,694.0 $230K 0.01% NEW $26.46 -0.3%
49 MA MASTERCARD INCORPORATED Financial Services 444.0 $228K 0.01% NEW $513.60 +16.8%
50 JBHT HUNT J B TRANS SVCS INC Industrials 786.0 $227K 0.01% NEW $289.43 -10.2%
51 DSI ISHARES TR 1,584.0 $226K 0.01% NEW $142.39 +2.5%
52 IBDX ISHARES TR 8,938.0 $225K 0.01% NEW $25.19 -1.4%
53 ITW ILLINOIS TOOL WKS INC Industrials 831.0 $225K 0.01% NEW $270.54 +5.0%
54 VRSN VERISIGN INC Technology 877.0 $221K 0.01% NEW $251.56 +15.6%
55 FORTINET INC 1,420.0 $218K 0.01% NEW $153.62
56 IEFA ISHARES TR 2,246.0 $217K 0.01% NEW $96.58 +4.2%
57 SNOW SNOWFLAKE INC Technology 845.0 $215K 0.01% NEW $254.50 +26.8%
58 BX BLACKSTONE INC Financial Services 1,821.0 $214K 0.01% NEW $117.64 +22.1%
59 XYL XYLEM INC Industrials 1,802.0 $213K 0.01% NEW $118.21 -3.4%
60 VOT VANGUARD INDEX FDS 684.0 $209K 0.01% NEW $306.15 -1.3%
Page 3 of 4  ·  65 positions

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 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%