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.
1900 WEALTH MANAGEMENT LLC (CIK 1791996) reported $1.56B across 252 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($461.2M, 29.61%), JAAA ($124.0M, 7.96%), UBND ($95.4M, 6.12%), JMUB ($70.3M, 4.51%), DFUS ($55.9M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $461.2M | 29.61% | 6.0M | Added |
| 2 | JAAA | JANUS DETROIT STR TR | $124.0M | 7.96% | 2.5M | Added |
| 3 | UBND | VICTORY PORTFOLIOS II | $95.4M | 6.12% | 4.4M | Added |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | $70.3M | 4.51% | 1.4M | Added |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $55.9M | 3.59% | 788,008 | Added |
| 6 | IVV | ISHARES TR | $45.2M | 2.90% | 69,133 | Added |
| 7 | SPMD | SPDR SERIES TRUST | $44.8M | 2.88% | 756,760 | Added |
| 8 | QUAL | ISHARES TR | $36.8M | 2.36% | 192,031 | Trimmed |
| 9 | MTUM | ISHARES TR | $31.9M | 2.05% | 132,730 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $29.6M | 1.90% | 462,616 | Trimmed |
| 11 | GSLC | GOLDMAN SACHS ETF TR | $25.5M | 1.64% | 204,132 | Added |
| 12 | DFUV | DIMENSIONAL ETF TRUST | $24.6M | 1.58% | 508,250 | Trimmed |
| 13 | VONE | VANGUARD SCOTTSDALE FDS | $21.4M | 1.37% | 72,441 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.6M | 0.94% | 30,430 | Added |
| 15 | ITOT | ISHARES TR | $13.6M | 0.87% | 95,397 | Trimmed |
| 16 | IDCC | INTERDIGITAL INC | $13.6M | 0.87% | 45,029 | Trimmed |
| 17 | FNDF | SCHWAB STRATEGIC TR | $11.9M | 0.77% | 244,129 | Hold |
| 18 | GSIE | GOLDMAN SACHS ETF TR | $11.4M | 0.73% | 263,382 | Trimmed |
| 19 | IWB | ISHARES TR | $10.8M | 0.70% | 30,429 | Added |
| 20 | GSSC | GOLDMAN SACHS ETF TR | $10.1M | 0.65% | 135,669 | Trimmed |
| 21 | DFAS | DIMENSIONAL ETF TRUST | $9.4M | 0.60% | 131,644 | Trimmed |
| 22 | AAPL | APPLE INC | $9.3M | 0.60% | 36,594 | Trimmed |
| 23 | VTWO | VANGUARD SCOTTSDALE FDS | $9.2M | 0.59% | 92,299 | Added |
| 24 | IWF | ISHARES TR | $8.8M | 0.57% | 20,707 | Trimmed |
| 25 | VO | VANGUARD INDEX FDS | $8.9M | 0.57% | 31,024 | Added |
Source: SEC Form 13F filings · as of 2026-03-31