BARTLETT & CO. WEALTH MANAGEMENT LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$7.6B

Holdings

1,226

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,226 positions)

StockValue
CTRACoterra Energy Inc.
$43K
XELXcel Energy Inc Minn
$43K
ESMLiShares Esg Aware MSCI USA Small Cap ETF
$42K
Ferrari NV (race Csus)
$42K
JJacobs Solutions Inc
$42K
STRVStrive 500 ETF
$42K
MDBMongodb Inc
$41K
VIGIVanguard Intl Divdend Aprectn ETF IV
$41K
MAAMid-America Apartment Communities Inc
$41K
ZETAZeta Global Holdings Corp-A
$40K
ADMArcher Daniels Midland C
$40K
DTDWisdomtree Total Dividend
$40K
SOFISofi Technologies Inc F
$39K
EQIXEquinix Inc
$39K
LITGlobal X Lithium Battery Tech ETF
$39K
HQHTekla HLTHCR Inv
$39K
CLXClorox Co
$38K
XJHIshs Esg Screen S And P Mid Cap ETF
$38K
HYGiShares iBoxx High Yield Bond ETF
$38K
AEGAegon LTD ADR F Sponsored ADR
$38K
HLIHoulihan Lokey Inc Class A
$37K
DALDelta Air Lines Inc Del
$36K
IATiShares US Regional Banks ETF IV
$36K
ROSTRoss Stores Inc
$35K
FULFuller Co H B 0050
$35K
WSMWilliams Sonoma
$35K
WSWorthington Steel Inc
$35K
HLTHilton Worldwide
$35K
LNGCheniere Energy Inc
$34K
INCYIncyte Corp
$34K
SUXSynnex Corp
$34K
LINLinde PLC F
$34K
CVECenovus Energy Inc F
$33K
FWONALiberty Media Corp
$33K
BAXBaxter International
$33K
BJBJS WHSL Club HLDGS Inc
$33K
KEYSKeysight Technologies Inc Com
$32K
FIWFirst Trust Ise Water Index ETF
$32K
KMXCarmax Inc
$32K
AXONAxon Enterprise Inc
$32K
SUISun Communities REIT
$32K
SPYMSPDR Portfolio S&P 500 ETF
$32K
SONYSony Group Corporation
$31K
IMCGiShares Morningstar Mid Cap Growth ETF
$31K
AVYAvery Dennison Corp
$30K
FEFirstenergy Corp
$30K
FNDASchwab Fundamental US Small Com ETF
$30K
AMCRAmcor PLC Ord
$30K
STLDSteel Dynamics Inc
$30K
EMBiShares JPMorgan Usd MTS Bond ETF
$30K
SPYVSPDR Portfolio S&P 500 Value ETF
$30K
MICCMagnum Ice Cream Co BV/The
$29K
TXRHTexas Roadhouse Class A
$29K
PPLPPL Corp
$29K
MHFWestern Asset Municipal
$29K
FFord Motor Co
$29K
GBTCGrayscale Bitcoin TR BTC
$28K
ICLNiShares Global Clean Energy ETF
$28K
HYSPIMCO 0-5 Year High YLD BND Idx ETF
$28K
TMFCMotley Fool 100 Index ETF
$28K
FNDCSchwab Fundamental Intl SM Co ETF
$28K
AESAes Corp
$28K
KDKyndryl Holdings Inc
$28K
TKOTko Group HLDGS Inc Class A
$28K
CTSHCognizant Tech Solu Class A
$28K
GNTXGentex Corp
$27K
ACGLArch Cap Group LTD F
$27K
IRMIron MTN Inc New REIT
$27K
NLYAnnaly Capital Management Inc
$27K
PBWInvesco Wilderhill Clean Energy ETF
$27K
BIDUNBaidu Com Inc F Sponsored ADR
$27K
SNYSanofi S A F Sponsored ADR
$26K
BLWBlackRock Limited Durati
$26K
SPMDSPDR Mid Cap ETF
$26K
APPNAppian Corp Class A
$26K
SMSM Energy Co
$26K
CA8ACaci Inc. Class A
$26K
SLYVSPDR S&P 600 Small Cap Value ETF
$26K
CRCLCircle Internet Group In Class A
$25K
WTWWillis Towers Watson Public Limited Company
$25K
VGLTVanguard Long Term Government Bond
$25K
WENWendy's Company
$25K
VSHVishay Intertech
$25K
FTSLFirst Trust Senior Loan ETF
$25K
WIWWestern Ast Infltn Link
$25K
NOVNov Inc
$25K
FNDESchwab Fundamentaql Emg MKTS Large Com ETF
$25K
IOOiShares S&P Global Index Fund
$25K
MIDDMiddleby Corp The
$24K
TDCTeradata Corp
$24K
DNLIDenali Therapeutics I N
$24K
IRIngersoll Rand Inc
$24K
ITGartner Inc
$24K
KNTKKinetik Holdings Inc Class A
$24K
CYBRCyberark Software LTD SHS
$24K
VRSKVerisk Analytics Inc Class A
$24K
PIOInvesco Global Water ETF
$24K
EMNEastman Chemical Co
$23K
ARESAres Management Corp Class A
$23K
WHWyndham Hotels & Resorts Inc
$23K
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