1900 WEALTH MANAGEMENT LLC
CIK: 0001791996SEC EDGAR →
Portfolio Value
$1.6B
Holdings
241
As of
Q4 2025
New Positions
241
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 5,951,853 | $477.5M | 30.62% |
| 2 | JANUS DETROIT STR TR | 2,439,386 | $123.4M | 7.91% |
| 3 | VICTORY PORTFOLIOS II | 4,288,773 | $94.4M | 6.05% |
| 4 | J P MORGAN EXCHANGE TRADED F | 1,246,876 | $63.0M | 4.04% |
| 5 | DIMENSIONAL ETF TRUST | 761,298 | $56.5M | 3.62% |
| 6 | ISHARES TR | 68,901 | $47.2M | 3.03% |
| 7 | SPDR SERIES TRUST | 743,705 | $43.1M | 2.76% |
| 8 | ISHARES TR | 192,948 | $38.3M | 2.46% |
| 9 | ISHARES TR | 133,839 | $33.5M | 2.15% |
| 10 | VANGUARD TAX-MANAGED FDS | 467,941 | $29.2M | 1.87% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (241)
$477.5M · 6.0M shares
$123.4M · 2.4M shares
$94.4M · 4.3M shares
$63.0M · 1.2M shares
$56.5M · 761K shares
$47.2M · 69K shares
$43.1M · 744K shares
$38.3M · 193K shares
$33.5M · 134K shares
$29.2M · 468K shares
$27.0M · 204K shares
$23.9M · 513K shares
$22.2M · 72K shares
$15.8M · 106K shares
$14.3M · 45K shares
$11.4M · 266K shares
$11.4M · 30K shares
$11.0M · 244K shares
$10.3M · 136K shares
$10.1M · 37K shares
$9.9M · 21K shares
$9.3M · 28K shares
$9.2M · 132K shares
$9.2M · 92K shares
$8.8M · 28K shares
$8.6M · 190K shares
$8.4M · 29K shares
$8.3M · 147K shares
$8.0M · 70K shares
$7.3M · 11K shares
$7.1M · 11K shares
$7.0M · 14K shares
$6.9M · 182K shares
$6.8M · 75K shares
$6.5M · 54K shares
$6.3M · 27K shares
$6.3M · 126K shares
$6.0M · 8 shares
$5.9M · 110K shares
$5.7M · 34K shares
$5.7M · 50K shares
$5.5M · 63K shares
$5.4M · 57K shares
$5.4M · 18K shares
$5.2M · 48K shares
$5.1M · 102K shares
$5.1M · 85K shares
$5.0M · 17K shares
$4.8M · 40K shares
$4.7M · 15K shares
$4.5M · 9K shares
$4.4M · 190K shares
$4.2M · 20K shares
$4.1M · 87K shares
$3.9M · 13K shares
$3.9M · 80K shares
$3.8M · 15K shares
$3.7M · 37K shares
$3.7M · 9K shares
$3.5M · 131K shares
$3.4M · 206K shares
$3.2M · 17K shares
$3.2M · 6K shares
$3.1M · 74K shares
$2.9M · 8K shares
$2.8M · 9K shares
$2.8M · 9K shares
$2.7M · 6K shares
$2.7M · 5K shares
$2.7M · 110K shares
$2.6M · 65K shares
$2.5M · 18K shares
$2.5M · 6K shares
$2.2M · 23K shares
$2.0M · 19K shares
$2.0M · 17K shares
$2.0M · 6K shares
$2.0M · 29K shares
$1.9M · 6K shares
$1.8M · 56K shares
$1.8M · 36K shares
$1.7M · 4K shares
$1.7M · 8K shares
$1.7M · 7K shares
$1.7M · 38K shares
$1.7M · 5K shares
$1.6M · 46K shares
$1.5M · 31K shares
$1.5M · 16K shares
$1.5M · 1K shares
$1.5M · 10K shares
$1.4M · 26K shares
$1.4M · 47K shares
$1.4M · 2K shares
$1.4M · 13K shares
$1.3M · 13K shares
$1.3M · 28K shares
$1.3M · 14K shares
$1.3M · 29K shares
$1.2M · 10K shares
$1.2M · 5K shares
$1.1M · 27K shares
$1.1M · 7K shares
$1.1M · 23K shares
$1.1M · 4K shares
$1.0M · 16K shares
$1.0M · 25K shares
$1.0M · 9K shares
$998K · 7K shares
$972K · 16K shares
$965K · 3K shares
$957K · 4K shares
$946K · 3K shares
$941K · 5K shares
$940K · 879 shares
$923K · 6K shares
$921K · 10K shares
$904K · 1K shares
$866K · 35K shares
$865K · 4K shares
$822K · 1K shares
$814K · 6K shares
$804K · 10K shares
$779K · 1K shares
$748K · 4K shares
$748K · 7K shares
$737K · 2K shares
$729K · 8K shares
$723K · 18K shares
$712K · 811 shares
$712K · 2K shares
$701K · 23K shares
$688K · 17K shares
$670K · 9K shares
$648K · 8K shares
$630K · 5K shares
$629K · 4K shares
$627K · 2K shares
$615K · 8K shares
$608K · 2K shares
$584K · 33K shares
$582K · 4K shares
$576K · 852 shares
$575K · 3K shares
$572K · 3K shares
$571K · 8K shares
$570K · 1K shares
$561K · 16K shares
$560K · 4K shares
$550K · 11K shares
$550K · 5K shares
$547K · 20K shares
$545K · 21K shares
$545K · 2K shares
$531K · 21K shares
$527K · 8K shares
$518K · 2K shares
$512K · 2K shares
$512K · 11K shares
$507K · 22K shares
$503K · 5K shares
$496K · 1K shares
$495K · 5K shares
$494K · 407 shares
$487K · 956 shares
$484K · 2K shares
$482K · 559 shares
$481K · 6K shares
$480K · 6K shares
$475K · 7K shares
$466K · 1K shares
$466K · 4K shares
$442K · 2K shares
$442K · 3K shares
$441K · 1K shares
$430K · 1K shares
$429K · 2K shares
$417K · 3K shares
$405K · 6K shares
$404K · 18K shares
$394K · 14K shares
$382K · 3K shares
$375K · 269 shares
$370K · 15K shares
$369K · 5K shares
$368K · 4K shares
$368K · 7K shares
$366K · 2K shares
$358K · 5K shares
$352K · 15K shares
$352K · 6K shares
$346K · 3K shares
$344K · 6K shares
$343K · 1K shares
$340K · 9K shares
$326K · 674 shares
$325K · 3K shares
$324K · 1K shares
$323K · 9K shares
$322K · 6K shares
$316K · 3K shares
$315K · 4K shares
$313K · 1K shares
$309K · 1K shares
$307K · 5K shares
$306K · 2K shares
$305K · 14K shares
$299K · 6K shares
$299K · 3K shares
$298K · 871 shares
$295K · 3K shares
$290K · 23K shares
$285K · 1K shares
$284K · 2K shares
$276K · 5K shares
$270K · 2K shares
$268K · 109K shares
$267K · 2K shares
$266K · 6K shares
$266K · 2K shares
$262K · 464 shares
$255K · 3K shares
$254K · 4K shares
$241K · 891 shares
$236K · 5K shares
$233K · 1K shares
$232K · 4K shares
$232K · 2K shares
$229K · 775 shares
$227K · 3K shares
$218K · 2K shares
$217K · 2K shares
$214K · 2K shares
$214K · 5K shares
$213K · 2K shares
$208K · 1K shares
$207K · 2K shares
$206K · 1K shares
$204K · 954 shares
$177K · 10K shares
$20K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 130 | $1.4B | 90.8% |
| Technology | 27 | $38.1M | 2.4% |
| Unknown | 12 | $28.0M | 1.8% |
| Industrials | 20 | $17.6M | 1.1% |
| Energy | 12 | $16.8M | 1.1% |
| Consumer Cyclical | 7 | $14.8M | 0.9% |
| Healthcare | 13 | $10.2M | 0.7% |
| Communication Services | 5 | $10.0M | 0.6% |
| Consumer Defensive | 11 | $5.7M | 0.4% |
| Basic Materials | 3 | $1.7M | 0.1% |
| Utilities | 1 | $346K | 0.0% |