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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 8 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BNS BANK NOVA SCOTIA B C Financial Services 8,903.0 $773K 0.04% $86.84 +7.2%
142 CMI CUMMINS INC Industrials 1,058.0 $755K 0.04% +139.0 +15.1% $713.21 -19.7%
143 KMI KINDER MORGAN INC DEL Energy 23,428.0 $749K 0.04% +2K +8.8% $31.97 -3.2%
144 ORCL ORACLE CORP Technology 5,006.0 $734K 0.04% +684.0 +15.8% $146.55 -1.3%
145 VTWV VANGUARD SCOTTSDALE FDS 3,713.0 $726K 0.04% -255.0 -6.4% $195.44 +1.5%
146 VB VANGUARD INDEX FDS 2,360.0 $715K 0.04% $303.12 -0.0%
147 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,415.0 $709K 0.04% +43.0 +3.1% $501.40 +25.3%
148 SCHD SCHWAB STRATEGIC TR 22,161.0 $703K 0.04% -371.0 -1.6% $31.71 +10.7%
149 GEV GE VERNOVA INC Utilities 596.0 $700K 0.04% +79.0 +15.3% $1174.86 -21.1%
150 QCOM QUALCOMM INC Technology 3,706.0 $685K 0.04% +71.0 +1.9% $184.79 -13.1%
151 AMD ADVANCED MICRO DEVICES INC Technology 1,173.0 $681K 0.04% +168.0 +16.7% $580.91 -17.5%
152 WMB WILLIAMS COS INC Energy 8,936.0 $664K 0.04% +904.0 +11.2% $74.34 -4.4%
153 SHEL SHELL PLC Energy 8,504.0 $659K 0.04% +72.0 +0.8% $77.54 +18.9%
154 CSCO CISCO SYS INC Technology 5,277.0 $620K 0.04% +293.0 +5.9% $117.46 -5.4%
155 UNP UNION PAC CORP Industrials 2,272.0 $618K 0.03% +53.0 +2.4% $272.00 +13.8%
156 EFAV ISHARES TR 7,018.0 $616K 0.03% -408.0 -5.5% $87.71 +8.2%
157 IVOO VANGUARD ADMIRAL FDS INC 4,658.0 $607K 0.03% +26.0 +0.6% $130.40 -1.2%
158 DFIC DIMENSIONAL ETF TRUST 16,298.0 $607K 0.03% $37.26 +6.3%
159 SPHQ INVESCO EXCHANGE TRADED FD T 6,720.0 $605K 0.03% +321.0 +5.0% $90.10 -4.5%
160 HBAN HUNTINGTON BANCSHARES INC Financial Services 33,726.0 $598K 0.03% +287.0 +0.9% $17.73 -4.4%
Page 8 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%