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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 5 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SUB ISHARES TR 20,890.0 $2.2M 0.12% -184.0 -0.9% $106.47 -0.1%
82 DFAE DIMENSIONAL ETF TRUST 54,751.0 $2.2M 0.12% -1K -2.5% $40.21 -1.6%
83 HD HOME DEPOT INC Consumer Cyclical 6,108.0 $2.2M 0.12% +1K +19.6% $352.67 -4.6%
84 JNJ JOHNSON & JOHNSON Healthcare 8,399.0 $2.1M 0.12% $253.98 +7.5%
85 DWAS INVESCO EXCH TRADED FD TR II 16,082.0 $2.0M 0.11% +351.0 +2.2% $127.31 -11.0%
86 IDHQ INVESCO EXCH TRADED FD TR II 44,753.0 $2.0M 0.11% -950.0 -2.1% $43.71 +5.7%
87 V VISA INC Financial Services 5,595.0 $1.9M 0.11% +1K +23.1% $343.11 +11.4%
88 FDL FIRST TR EXCHANGE-TRADED FD 37,431.0 $1.8M 0.10% -218.0 -0.6% $48.66 +9.5%
89 SCHM SCHWAB STRATEGIC TR 47,038.0 $1.7M 0.10% $36.87 -2.9%
90 SNPS SYNOPSYS INC Technology 3,879.0 $1.7M 0.10% +277.0 +7.7% $446.07 -9.4%
91 MCD MCDONALDS CORP Consumer Cyclical 6,202.0 $1.7M 0.09% +2K +48.8% $270.30 -0.3%
92 WMT WALMART INC Consumer Defensive 14,654.0 $1.7M 0.09% +2K +16.6% $113.26 -7.2%
93 ABBV ABBVIE INC Healthcare 6,582.0 $1.7M 0.09% $251.65 +5.7%
94 DFAC DIMENSIONAL ETF TRUST 36,621.0 $1.6M 0.09% -2K -5.9% $44.36 +2.6%
95 JMST J P MORGAN EXCHANGE TRADED F 31,538.0 $1.6M 0.09% $51.00 -0.1%
96 MEAR ISHARES U S ETF TR 30,777.0 $1.6M 0.09% $50.38 -0.3%
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,229.0 $1.5M 0.09% -315.0 -8.9% $477.57 -13.1%
98 GLW CORNING INC Technology 5,830.0 $1.5M 0.08% -331.0 -5.4% $255.43 -42.4%
99 VONV VANGUARD SCOTTSDALE FDS 13,999.0 $1.5M 0.08% $106.31 +6.5%
100 IWM ISHARES TR 4,950.0 $1.5M 0.08% $300.47 -0.6%
Page 5 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%