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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 15 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MMM 3M CO Industrials 1,470.0 $238K 0.01% +38.0 +2.6% $161.91 +10.6%
282 IAU ISHARES GOLD TR Financial Services 3,143.0 $237K 0.01% +340.0 +12.1% $75.51 +15.8%
283 WELL WELLTOWER INC Real Estate 1,042.0 $237K 0.01% NEW $226.97 +5.7%
284 XNTK SPDR SERIES TRUST 592.0 $231K 0.01% NEW $390.65 -10.1%
285 IBHJ ISHARES TR 8,694.0 $230K 0.01% NEW $26.46 -0.3%
286 IBHI ISHARES TR 9,817.0 $230K 0.01% $23.39 -0.1%
287 MAGS LISTED FDS TR 3,571.0 $230K 0.01% -2K -34.3% $64.30 +4.5%
288 MRSH MARSH & MCLENNAN COS INC Financial Services 1,373.0 $229K 0.01% -133.0 -8.8% $166.67 +16.8%
289 IBHG ISHARES TR 10,359.0 $229K 0.01% $22.08 -0.3%
290 IBHH ISHARES TR 9,711.0 $228K 0.01% $23.50 -0.1%
291 MA MASTERCARD INCORPORATED Financial Services 444.0 $228K 0.01% NEW $513.60 +16.8%
292 JBHT HUNT J B TRANS SVCS INC Industrials 786.0 $227K 0.01% NEW $289.43 -10.2%
293 DSI ISHARES TR 1,584.0 $226K 0.01% NEW $142.39 +2.5%
294 IBDX ISHARES TR 8,938.0 $225K 0.01% NEW $25.19 -1.4%
295 ITW ILLINOIS TOOL WKS INC Industrials 831.0 $225K 0.01% NEW $270.54 +5.0%
296 MINT PIMCO ETF TR 2,201.0 $222K 0.01% -234.0 -9.6% $100.82 -0.1%
297 VRSN VERISIGN INC Technology 877.0 $221K 0.01% NEW $251.56 +15.6%
298 FORTINET INC 1,420.0 $218K 0.01% NEW $153.62
299 IEFA ISHARES TR 2,246.0 $217K 0.01% NEW $96.58 +4.2%
300 SNOW SNOWFLAKE INC Technology 845.0 $215K 0.01% NEW $254.50 +26.8%
Page 15 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%