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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 16 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BX BLACKSTONE INC Financial Services 1,821.0 $214K 0.01% NEW $117.64 +22.1%
302 XYL XYLEM INC Industrials 1,802.0 $213K 0.01% NEW $118.21 -3.4%
303 VOT VANGUARD INDEX FDS 684.0 $209K 0.01% NEW $306.15 -1.3%
304 URI UNITED RENTALS INC Industrials 184.0 $209K 0.01% NEW $1133.83 -4.4%
305 ISRG INTUITIVE SURGICAL INC Healthcare 523.0 $208K 0.01% -57.0 -9.8% $397.68 -6.1%
306 C CITIGROUP INC Financial Services 1,476.0 $207K 0.01% NEW $140.00 -5.9%
307 L LOEWS CORP Financial Services 1,806.0 $204K 0.01% NEW $113.21 -1.6%
308 MDT MEDTRONIC PLC Healthcare 2,582.0 $202K 0.01% NEW $78.23 +18.8%
309 EME EMCOR GROUP INC Industrials 241.0 $200K 0.01% NEW $829.88 -7.8%
310 DIV GLOBAL X FDS 10,060.0 $192K 0.01% -131.0 -1.3% $19.05 +4.4%
311 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 11,013.0 $21K 0.00% $1.92 -7.3%
312 BRAND ENGAGEMENT NETWORK INC 100,063.0 $14K 0.00% $0.14
Page 16 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%