1834 Investment Advisors Co holds a diversified book of 211 reported positions worth $882.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Devon Energy Corp and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares S&P 500 Growth ETF at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning 1834 Investment Advisors Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
+5 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as 1834 Investment Advisors Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 35 / 80 | $1.0B |
| Uhlmann Price Securities, LLC | 37 / 80 | $2.5B |
| Stembrook Asset Management, LLC | 21 / 80 | $86.9M |
| Integrated Financial Solutions, Inc. | 12 / 80 | $138.5M |
| Summa Corp. | 23 / 80 | $236.8M |
| Marest Capital, LLC | 9 / 80 | $148.7M |
| Independent Investors Inc | 20 / 80 | $382.5M |
| Ketron Financial | 15 / 80 | $233.4M |
Ranked by the share of each fund's own book sitting in the names it shares with 1834 Investment Advisors Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P 500 GRWT ETF | $44.1M | 320.5K | 5.0% | ▼−1.6% Reduced · −5K sh | |
| 2 | Vanguard Scottsdale FDS SHORT TERM TREAS | $38.9M | 668.0K | 4.4% | ▼−3.2% Reduced · −22K sh | |
| 3 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $36.3M | 458.7K | 4.1% | ▲+6.2% Added · +27K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $29.6M | 43.1K | 3.4% | ▲+16% Added · +6K sh | |
| 5 | Ishares TR S&P 500 VAL ETF | $28.5M | 125.7K | 3.2% | ▼−7.0% Reduced · −9K sh | |
| 6 | Apple Inc COM | $25.9M | 89.4K | 2.9% | ▼−0.5% Reduced · −450 sh | |
| 7 | Vanguard Scottsdale FDS INT-TERM CORP | $25.2M | 304.8K | 2.9% | ▲+3.2% Added · +9K sh | |
| 8 | Vanguard Scottsdale FDS INTER TERM TREAS | $24.8M | 421.0K | 2.8% | ▲+9.9% Added · +38K sh | |
| 9 | SPDR Series Trust ST STR P500GRW | $23.0M | 193.2K | 2.6% | ▲+19% Added · +31K sh | |
| 10 | SPDR Series Trust ST STR P500VAL | $21.4M | 351.5K | 2.4% | ▲+16% Added · +48K sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $19.4M | 272.3K | 2.2% | ▲+16% Added · +39K sh | |
| 12 | Microsoft Corp COM | $18.3M | 49.2K | 2.1% | ▲+2.6% Added · +1K sh | |
| 13 | Ishares TR S&P MC 400GR ETF | $17.7M | 150.4K | 2.0% | ▼−0.8% Reduced · −1K sh | |
| 14 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $16.1M | 344.9K | 1.8% | ▲+7.2% Added · +23K sh | |
| 15 | Alphabet Inc CAP STK CL A | $15.2M | 42.5K | 1.7% | ▲+2.1% Added · +886 sh | |
| 16 | Ishares TR S&P MC 400VL ETF | $13.8M | 93.7K | 1.6% | ▼−1.4% Reduced · −1K sh | |
| 17 | Broadcom Inc COM | $12.6M | 33.5K | 1.4% | ▲+1.7% Added · +549 sh | |
| 18 | Apa Corporation COM | $10.7M | 329.8K | 1.2% | ▼−15% Reduced · −57K sh | |
| 19 | Merck & Co Inc COM | $10.6M | 82.2K | 1.2% | ▼−3.6% Reduced · −3K sh | |
| 20 | CVS Health Corp COM | $10.5M | 101.2K | 1.2% | ▼−4.6% Reduced · −5K sh | |
| 21 | SPDR Gold TR GOLD SHS | $10.4M | 28.2K | 1.2% | ▲+0.1% Added · +20 sh | |
| 22 | Altria Group Inc COM | $9.7M | 134.9K | 1.1% | ▼−0.4% Reduced · −532 sh | |
| 23 | Bristol-Myers Squibb Co COM | $9.5M | 164.4K | 1.1% | ▲+0.5% Added · +788 sh | |
| 24 | Truist Finl Corp COM | $9.3M | 186.0K | 1.1% | ▼−0.5% Reduced · −973 sh | |
| 25 | Johnson & Johnson COM | $9.2M | 36.4K | 1.0% | ▼−6.6% Reduced · −3K sh | |
| 26 | Devon Energy Corp New COM | $8.8M | 213.4K | 1.0% | ▲New New position | |
| 27 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.8M | 130.2K | 0.9% | ▲+15% Added · +17K sh | |
| 28 | Chevron Corporation COM | $7.5M | 45.4K | 0.9% | ▼−1.7% Reduced · −788 sh | |
| 29 | JPMorgan Chase & Co COM | $7.5M | 22.9K | 0.8% | ▼−3.0% Reduced · −706 sh | |
| 30 | Verizon Communications Inc COM | $7.4M | 173.9K | 0.8% | ▼−11% Reduced · −21K sh | |
| 31 | Edison Intl COM | $7.2M | 96.3K | 0.8% | ▲+4.7% Added · +4K sh | |
| 32 | Pfizer Inc COM | $7.0M | 289.8K | 0.8% | ▲+0.7% Added · +2K sh | |
| 33 | Dollar Gen Corp COM | $6.9M | 60.1K | 0.8% | ▼−1.8% Reduced · −1K sh | |
| 34 | Amazon Com Inc COM | $6.8M | 28.7K | 0.8% | ▲+1.4% Added · +386 sh | |
| 35 | Wec Energy Group Inc COM | $6.6M | 56.5K | 0.7% | ▲+0.1% Added · +75 sh | |
| 36 | AT&T Inc COM | $6.5M | 313.4K | 0.7% | ▼−10% Reduced · −36K sh | |
| 37 | Texas Instrs Inc COM | $6.4M | 21.5K | 0.7% | ▼−17% Reduced · −5K sh | |
| 38 | Eversource Energy COM | $6.2M | 86.2K | 0.7% | ▲+17% Added · +12K sh | |
| 39 | Nvidia Corporation COM | $6.2M | 30.8K | 0.7% | ▲+5.7% Added · +2K sh | |
| 40 | Ishares TR CORE S&P500 ETF | $6.1M | 8.2K | 0.7% | ▼−1.3% Reduced · −109 sh | |
| 41 | Kinder Morgan Inc Del COM | $6.0M | 187.6K | 0.7% | ▼−5.6% Reduced · −11K sh | |
| 42 | Ford MTR Co COM | $5.9M | 425.9K | 0.7% | ▼−11% Reduced · −55K sh | |
| 43 | CNH Indl N V SHS | $5.9M | 524.1K | 0.7% | ▼−14% Reduced · −85K sh | |
| 44 | US Bancorp COM NEW | $5.8M | 96.1K | 0.7% | ▲+8.6% Added · +8K sh | |
| 45 | Hershey Co COM | $5.6M | 31.9K | 0.6% | ▲+2.0% Added · +622 sh | |
| 46 | Public Storage COM | $5.4M | 16.9K | 0.6% | ▲+3.3% Added · +539 sh | |
| 47 | Target Corp COM | $5.4M | 41.1K | 0.6% | ▼−8.3% Reduced · −4K sh | |
| 48 | Qualcomm Inc COM | $5.2M | 28.2K | 0.6% | ▼−17% Reduced · −6K sh | |
| 49 | Fidelity Natl Finl Inc COM SHS | $5.0M | 106.6K | 0.6% | ▼−0.4% Reduced · −408 sh | |
| 50 | United Bankshares Inc West V COM | $5.0M | 108.6K | 0.6% | ▼−3.0% Reduced · −3K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1138486/holdings"
Use Arkolith to show 1834 INVESTMENT ADVISORS CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 211 | $882.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 206 | $801.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 204 | $797.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 31d | 204 | $814.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 205 | $789.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 39d | 212 | $776.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 210 | $789.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 213 | $859.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.