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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 1 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 6,044,624.0 $531.2M 29.58% $87.88 +2.4%
2 PAAA PGIM ETF TR 2,922,055.0 $149.8M 8.34% NEW $51.27 +0.4%
3 UBND VICTORY PORTFOLIOS II 4,103,679.0 $89.2M 4.96% -276K -6.3% $21.73 -1.5%
4 JMUB J P MORGAN EXCHANGE TRADED F 1,350,673.0 $68.4M 3.81% -55K -3.9% $50.66 -1.9%
5 DFUS DIMENSIONAL ETF TRUST 776,310.0 $63.6M 3.54% -12K -1.5% $81.94 +1.9%
6 SPMD SPDR SERIES TRUST 774,635.0 $52.3M 2.91% +18K +2.4% $67.56 -1.2%
7 IVV ISHARES TR 69,262.0 $51.9M 2.89% $748.89 +2.6%
8 MTUM ISHARES TR 132,103.0 $45.3M 2.52% $342.83 -12.4%
9 QUAL ISHARES TR 190,279.0 $41.8M 2.33% -2K -0.9% $219.43 +1.8%
10 VEA VANGUARD TAX-MANAGED FDS 464,462.0 $33.1M 1.84% $71.25 +2.6%
11 GSLC GOLDMAN SACHS ETF TR 203,981.0 $28.9M 1.61% $141.89 +3.0%
12 DFUV DIMENSIONAL ETF TRUST 497,233.0 $27.4M 1.52% -11K -2.2% $55.01 +4.2%
13 VONE VANGUARD SCOTTSDALE FDS 74,306.0 $25.2M 1.40% +2K +2.6% $338.72 +2.3%
14 ITOT ISHARES TR 95,286.0 $15.7M 0.87% $164.27 +2.1%
15 BERKSHIRE HATHAWAY INC DEL 30,994.0 $15.5M 0.86% +564.0 +1.9% $500.39
16 INFQ INFLEQTION INC Technology 1,074,977.0 $14.3M 0.80% +1.0M +2143.6% $13.32 -2.1%
17 IDCC INTERDIGITAL INC Technology 46,651.0 $13.2M 0.74% +2K +3.6% $283.13 +21.5%
18 FNDF SCHWAB STRATEGIC TR 244,316.0 $12.9M 0.72% $52.76 +5.4%
19 IWB ISHARES TR 30,692.0 $12.6M 0.70% +263.0 +0.9% $409.49 +2.3%
20 GSIE GOLDMAN SACHS ETF TR 263,198.0 $12.0M 0.67% $45.70 +5.2%
Page 1 of 16  ·  312 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%