Institutional Fund
1900 Wealth Management LLC
San Antonio, TXCIK 17919965 filings on record
Portfolio Value
$1.56B
Q1 2026
Holdings
253
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-0.1%
from $1.56B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust29.6%
- Janus Detroit Str Tr8.0%
- Victory Portfolios II6.1%
- J P Morgan Exchange Traded F4.5%
- Dimensional ETF Trust3.6%
- Ishares Tr2.9%
- Other45.3%
Portfolio Holdings
253 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 6.03M | $461.21M | 29.6% | +73.9K | Added |
| 2 | Janus Detroit Str Tr | 2.46M | $123.96M | 8.0% | +17.4K | Added |
| 3 | Victory Portfolios II | 4.38M | $95.39M | 6.1% | +90.7K | Added |
| 4 | J P Morgan Exchange Traded F | 1.41M | $70.28M | 4.5% | +159.0K | Added |
| 5 | Dimensional ETF Trust | 788.0K | $55.88M | 3.6% | +26.7K | Added |
| 6 | Ishares Tr | 69.1K | $45.16M | 2.9% | +232 | Added |
| 7 | Spdr Series Trust | 756.8K | $44.82M | 2.9% | +13.1K | Added |
| 8 | Ishares Tr | 192.0K | $36.83M | 2.4% | −917 | Reduced |
| 9 | Ishares Tr | 132.7K | $31.85M | 2.0% | −1.1K | Reduced |
| 10 | Vanguard Tax-Managed Fds | 462.6K | $29.64M | 1.9% | −5.3K | Reduced |
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