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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 4 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SGOV ISHARES TR 39,967.0 $4.0M 0.22% $100.67 -0.0%
62 IJR ISHARES TR 26,847.0 $4.0M 0.22% -30K -52.8% $148.31 -1.0%
63 ET ENERGY TRANSFER L P Energy 206,730.0 $4.0M 0.22% $19.12 +10.3%
64 MGK VANGUARD WORLD FD 44,757.0 $3.9M 0.22% +36K +400.0% $87.91 +0.5%
65 SCHX SCHWAB STRATEGIC TR 131,040.0 $3.9M 0.21% $29.43 +2.4%
66 AVGO BROADCOM INC Technology 9,340.0 $3.5M 0.20% +2K +34.9% $377.76 -5.0%
67 GEM GOLDMAN SACHS ETF TR 66,833.0 $3.5M 0.19% -2K -2.3% $52.00 -2.8%
68 PB PROSPERITY BANCSHARES INC Financial Services 45,749.0 $3.3M 0.19% NEW $73.03 -0.4%
69 VTHR VANGUARD SCOTTSDALE FDS 9,510.0 $3.2M 0.18% $331.43 +1.9%
70 HDV ISHARES TR 106,530.0 $2.9M 0.16% +85K +393.2% $27.41 +9.2%
71 VYM VANGUARD WHITEHALL FDS 18,352.0 $2.9M 0.16% -515.0 -2.7% $158.03 +4.5%
72 SCHF SCHWAB STRATEGIC TR 102,408.0 $2.8M 0.16% -8K -7.3% $27.70 +2.2%
73 VOOG VANGUARD ADMIRAL FDS INC 33,374.0 $2.8M 0.15% +28K +501.4% $82.62 +0.3%
74 JPM JPMORGAN CHASE & CO Financial Services 8,355.0 $2.7M 0.15% +907.0 +12.2% $327.34 +8.9%
75 MU MICRON TECHNOLOGY INC Technology 2,269.0 $2.6M 0.15% +14.0 +0.6% $1154.43 -21.1%
76 TSLA TESLA INC Consumer Cyclical 6,183.0 $2.6M 0.14% -246.0 -3.8% $420.60 -17.0%
77 LLY ELI LILLY & CO Healthcare 2,155.0 $2.6M 0.14% +670.0 +45.1% $1199.52 +4.0%
78 IWR ISHARES TR 23,048.0 $2.5M 0.14% $110.32 +2.4%
79 IEMG ISHARES INC 28,046.0 $2.3M 0.13% $82.84 -2.8%
80 XLK SELECT SECTOR SPDR TR 11,835.0 $2.3M 0.13% +1K +10.3% $190.52 -5.5%
Page 4 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%