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.
BARTLETT & CO. WEALTH MANAGEMENT LLC (CIK 2010186) reported $7.82B across 1,259 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($500.9M, 6.40%), AAPL ($456.5M, 5.84%), MSFT ($407.3M, 5.21%), AMZN ($253.0M, 3.23%), VOO ($237.0M, 3.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | $500.9M | 6.40% | 1.3M | Trimmed |
| 2 | AAPL | Apple Inc | $456.5M | 5.84% | 1.6M | Trimmed |
| 3 | MSFT | Microsoft Corp | $407.3M | 5.21% | 984,801 | Added |
| 4 | AMZN | Amazon.Com Inc | $253.0M | 3.23% | 929,880 | Added |
| 5 | VOO | Vanguard S&P 500 ETF | $237.0M | 3.03% | 358,971 | Added |
| 6 | NVDA | Nvidia Corp | $236.2M | 3.02% | 1.2M | Added |
| 7 | JPM | JPMorgan Chase & Co | $227.3M | 2.91% | 738,691 | Trimmed |
| 8 | BRK/B | Berkshire Hathaway Class B | $183.1M | 2.34% | 390,838 | Trimmed |
| 9 | MA | Mastercard Inc Class A | $172.2M | 2.20% | 340,525 | Added |
| 10 | IEFA | iShares Core MSCI EAFE ETF | $171.1M | 2.19% | 1.8M | Added |
| 11 | GOOGL | Alphabet Inc. Class A | $154.5M | 1.97% | 403,125 | Trimmed |
| 12 | TJX | TJX Companies Inc | $152.1M | 1.94% | 983,873 | Trimmed |
| 13 | PG | Procter & Gamble | $150.9M | 1.93% | 1.0M | Trimmed |
| 14 | COST | Costco Wholesale Co | $142.4M | 1.82% | 140,397 | Trimmed |
| 15 | ADI | Analog Devices Inc | $126.3M | 1.61% | 318,060 | Trimmed |
| 16 | LIN | Linde PLC | $119.0M | 1.52% | 241,047 | Added |
| 17 | DE | Deere & Co | $117.6M | 1.50% | 202,775 | Trimmed |
| 18 | ETN | Eaton Corp PLC F | $112.7M | 1.44% | 266,845 | Added |
| 19 | NEE | Nextera Energy Inc | $111.6M | 1.43% | 1.2M | Added |
| 20 | LOW | Lowes Cos Inc | $111.2M | 1.42% | 494,513 | Trimmed |
| 21 | META | Meta Platforms Inc Class A | $107.4M | 1.37% | 175,954 | Added |
| 22 | AMGN | Amgen Inc. | $106.9M | 1.37% | 329,953 | Trimmed |
| 23 | CVX | Chevron Corp | $87.0M | 1.11% | 452,540 | Trimmed |
| 24 | ABT | Abbott Laboratories | $87.1M | 1.11% | 987,966 | Trimmed |
| 25 | ASML | Asml Holding NV | $85.2M | 1.09% | 61,462 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31