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 $1.80B across 312 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($531.2M, 29.58%), PAAA ($149.8M, 8.34%), UBND ($89.2M, 4.96%), JMUB ($68.4M, 3.81%), DFUS ($63.6M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $531.2M | 29.58% | 6.0M | Added |
| 2 | PAAA | PGIM ETF TR | $149.8M | 8.34% | 2.9M | New |
| 3 | UBND | VICTORY PORTFOLIOS II | $89.2M | 4.96% | 4.1M | Trimmed |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | $68.4M | 3.81% | 1.4M | Trimmed |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $63.6M | 3.54% | 776,310 | Trimmed |
| 6 | SPMD | SPDR SERIES TRUST | $52.3M | 2.91% | 774,635 | Added |
| 7 | IVV | ISHARES TR | $51.9M | 2.89% | 69,262 | Added |
| 8 | MTUM | ISHARES TR | $45.3M | 2.52% | 132,103 | Trimmed |
| 9 | QUAL | ISHARES TR | $41.8M | 2.33% | 190,279 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $33.1M | 1.84% | 464,462 | Added |
| 11 | GSLC | GOLDMAN SACHS ETF TR | $28.9M | 1.61% | 203,981 | Trimmed |
| 12 | DFUV | DIMENSIONAL ETF TRUST | $27.4M | 1.52% | 497,233 | Trimmed |
| 13 | VONE | VANGUARD SCOTTSDALE FDS | $25.2M | 1.40% | 74,306 | Added |
| 14 | ITOT | ISHARES TR | $15.7M | 0.87% | 95,286 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.5M | 0.86% | 30,994 | Added |
| 16 | INFQ | INFLEQTION INC | $14.3M | 0.80% | 1.1M | Added |
| 17 | IDCC | INTERDIGITAL INC | $13.2M | 0.74% | 46,651 | Added |
| 18 | FNDF | SCHWAB STRATEGIC TR | $12.9M | 0.72% | 244,316 | Added |
| 19 | IWB | ISHARES TR | $12.6M | 0.70% | 30,692 | Added |
| 20 | GSIE | GOLDMAN SACHS ETF TR | $12.0M | 0.67% | 263,198 | Trimmed |
| 21 | GSSC | GOLDMAN SACHS ETF TR | $11.9M | 0.66% | 129,983 | Trimmed |
| 22 | AAPL | APPLE INC | $11.9M | 0.66% | 41,097 | Added |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $10.8M | 0.60% | 130,657 | Trimmed |
| 24 | VTWO | VANGUARD SCOTTSDALE FDS | $10.3M | 0.57% | 84,487 | Trimmed |
| 25 | VO | VANGUARD INDEX FDS | $10.1M | 0.56% | 125,462 | Added |
Source: SEC Form 13F filings · as of 2026-06-30