Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
1834 INVESTMENT ADVISORS CO (CIK 1138486) reported $801.3M across 206 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGSH ($40.4M, 5.04%), IVW ($36.9M, 4.60%), VCSH ($34.2M, 4.27%), IVE ($28.5M, 3.56%), VCIT ($24.4M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $40.4M | 5.04% | 690,209 | Added |
| 2 | IVW | ISHARES TR | $36.9M | 4.60% | 325,789 | Trimmed |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $34.2M | 4.27% | 432,018 | Added |
| 4 | IVE | ISHARES TR | $28.5M | 3.56% | 135,177 | Trimmed |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $24.4M | 3.05% | 295,340 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $22.8M | 2.85% | 382,976 | Added |
| 7 | AAPL | APPLE INC | $22.8M | 2.84% | 89,825 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $22.2M | 2.77% | 37,106 | Added |
| 9 | MSFT | MICROSOFT CORP | $17.7M | 2.21% | 47,908 | Trimmed |
| 10 | SPYV | SPDR SERIES TRUST | $17.2M | 2.14% | 303,396 | Added |
| 11 | APA | APA CORPORATION | $16.4M | 2.05% | 387,115 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $15.9M | 1.98% | 162,313 | Added |
| 13 | IJK | ISHARES TR | $15.3M | 1.90% | 151,611 | Trimmed |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $15.1M | 1.89% | 321,798 | Added |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $15.0M | 1.87% | 233,810 | Trimmed |
| 16 | IJJ | ISHARES TR | $12.6M | 1.57% | 94,959 | Trimmed |
| 17 | GLD | SPDR GOLD TR | $12.1M | 1.52% | 28,228 | Added |
| 18 | GOOGL | ALPHABET INC | $12.0M | 1.49% | 41,635 | Trimmed |
| 19 | CTRA | COTERRA ENERGY INC | $11.9M | 1.49% | 339,533 | Added |
| 20 | MRK | MERCK & CO INC | $10.3M | 1.28% | 85,346 | Added |
| 21 | AVGO | BROADCOM INC | $10.2M | 1.27% | 32,936 | Trimmed |
| 22 | T | AT&T INC | $10.1M | 1.26% | 349,165 | Trimmed |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $9.9M | 1.24% | 163,607 | Added |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $9.8M | 1.22% | 195,209 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $9.5M | 1.19% | 38,934 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31