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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 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFIV DIMENSIONAL ETF TRUST 122,747.0 $6.6M 0.37% $54.02 +7.8%
42 MSFT MICROSOFT CORP Technology 16,780.0 $6.3M 0.35% +2K +13.1% $373.02 +30.6%
43 EFG ISHARES TR 49,264.0 $6.1M 0.34% +259.0 +0.5% $124.42 +0.5%
44 GOOG ALPHABET INC 17,312.0 $6.1M 0.34% +2K +15.8% $353.33
45 DLN WISDOMTREE TR 62,541.0 $6.0M 0.34% $96.32 +4.8%
46 BERKSHIRE HATHAWAY INC DEL 8.0 $6.0M 0.33% $748850.00
47 XOM EXXON MOBIL CORP Energy 43,796.0 $6.0M 0.33% +3K +7.6% $136.72 +20.0%
48 IUSG ISHARES TR 31,526.0 $5.9M 0.33% -1K -4.0% $188.09 +0.2%
49 DFAT DIMENSIONAL ETF TRUST 83,906.0 $5.9M 0.33% -999.0 -1.2% $69.90 +2.1%
50 JPME J P MORGAN EXCHANGE TRADED F 46,317.0 $5.8M 0.32% $124.21 +3.0%
51 USMV ISHARES TR 57,012.0 $5.5M 0.31% $96.46 +5.3%
52 CSW INDUSTRIALS INC 18,272.0 $5.1M 0.28% $278.30
53 NVDA NVIDIA CORPORATION Technology 24,877.0 $5.0M 0.28% +10K +63.5% $200.09 +4.2%
54 VUG VANGUARD INDEX FDS 55,069.0 $4.7M 0.26% +46K +500.0% $86.14 +0.9%
55 IWD ISHARES TR 19,516.0 $4.7M 0.26% -116.0 -0.6% $242.43 +6.6%
56 GOOGL ALPHABET INC Communication Services 13,171.0 $4.7M 0.26% +928.0 +7.6% $357.38 -2.6%
57 PZA INVESCO EXCH TRADED FD TR II 191,594.0 $4.5M 0.25% -11K -5.5% $23.52 -3.3%
58 VTEB VANGUARD MUN BD FDS 85,066.0 $4.3M 0.24% -21K -19.5% $50.58 -2.1%
59 IMTM ISHARES TR 80,306.0 $4.3M 0.24% $53.33 +0.6%
60 MGC VANGUARD WORLD FD 15,130.0 $4.1M 0.23% $273.63 +2.1%
Page 3 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%