Institutional Fund
1834 Investment Advisors Co
Milwaukee, WICIK 11384865 filings on record
Portfolio Value
$801.30M
Q1 2026
Holdings
206
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.5%
from $797.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds5.0%
- Ishares Tr4.6%
- Vanguard Scottsdale Fds4.3%
- Ishares Tr3.6%
- Vanguard Scottsdale Fds3.0%
- Vanguard Scottsdale Fds2.8%
- Other76.6%
Portfolio Holdings
206 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 690.2K | $40.40M | 5.0% | +7.7K | Added |
| 2 | Ishares Tr | 325.8K | $36.85M | 4.6% | −24.2K | Reduced |
| 3 | Vanguard Scottsdale Fds | 432.0K | $34.25M | 4.3% | +24.2K | Added |
| 4 | Ishares Tr | 135.2K | $28.54M | 3.6% | −3.2K | Reduced |
| 5 | Vanguard Scottsdale Fds | 295.3K | $24.44M | 3.0% | +4.0K | Added |
| 6 | Vanguard Scottsdale Fds | 383.0K | $22.81M | 2.8% | +32.9K | Added |
| 7 | Apple Inc | 89.8K | $22.80M | 2.8% | −3.0K | Reduced |
| 8 | Vanguard Index Fds | 37.1K | $22.17M | 2.8% | +881 | Added |
| 9 | Microsoft Corp | 47.9K | $17.73M | 2.2% | −906 | Reduced |
| 10 | Spdr Series Trust | 303.4K | $17.17M | 2.1% | +2.3K | Added |
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