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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 2 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 41,097.0 $11.9M 0.66% +5K +12.3% $289.36 +7.8%
22 GSSC GOLDMAN SACHS ETF TR 129,983.0 $11.9M 0.66% -6K -4.2% $91.26 -0.5%
23 DFAS DIMENSIONAL ETF TRUST 130,657.0 $10.8M 0.60% -987.0 -0.8% $82.34 +0.4%
24 VTWO VANGUARD SCOTTSDALE FDS 84,487.0 $10.3M 0.57% -8K -8.5% $121.42 -0.7%
25 VO VANGUARD INDEX FDS 125,462.0 $10.1M 0.56% +94K +304.4% $80.57 +2.6%
26 VTI VANGUARD INDEX FDS 26,889.0 $9.9M 0.55% -399.0 -1.5% $370.04 +1.8%
27 SPSM SPDR SERIES TRUST 166,527.0 $9.6M 0.54% +82K +97.6% $57.67 -1.0%
28 VV VANGUARD INDEX FDS 27,548.0 $9.5M 0.53% -209.0 -0.8% $343.91 +2.2%
29 ISHARES TR 188,713.0 $9.4M 0.52% $49.55
30 IWF ISHARES TR 71,253.0 $8.8M 0.49% +51K +244.1% $124.17 -2.5%
31 SPYV SPDR SERIES TRUST 140,864.0 $8.6M 0.48% $60.79 +4.5%
32 SPGP INVESCO EXCHANGE TRADED FD T 69,966.0 $8.6M 0.48% $122.29 +4.7%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,746.0 $8.0M 0.45% $746.76 +2.1%
34 VOO VANGUARD INDEX FDS 11,441.0 $7.9M 0.44% +93.0 +0.8% $686.79 +2.1%
35 TPL TEXAS PACIFIC LAND CORPORATI Energy 17,487.0 $7.7M 0.43% $437.64 -14.1%
36 VWO VANGUARD INTL EQUITY INDEX F 117,531.0 $7.0M 0.39% $59.69 +0.2%
37 AMZN AMAZON COM INC Consumer Cyclical 29,260.0 $7.0M 0.39% +3K +12.4% $238.34 +9.7%
38 DFAI DIMENSIONAL ETF TRUST 167,515.0 $6.9M 0.39% -8K -4.8% $41.25 +4.8%
39 POWA INVESCO EXCH TRD SLF IDX FD 75,293.0 $6.7M 0.37% $88.84 +3.5%
40 CAT CATERPILLAR INC Industrials 6,263.0 $6.7M 0.37% +708.0 +12.8% $1064.85 -24.2%
Page 2 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%