1900 Wealth Management LLC holds a focused book of 312 stocks worth $1.8B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Pgim Aaa Clo ETF and trimmed Victoryshares Core Plus Bond. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 30% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1791996/holdings"
Use Arkolith to show 1900 WEALTH MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning 1900 Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 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: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as 1900 Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 80 / 80 | $165.3B |
| LPL Financial LLC | 80 / 80 | $98.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $94.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $72.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.5B |
| MORGAN STANLEY | 79 / 80 | $507.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $438.8B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $403.2B |
Ranked by how many of 1900 Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $531.2M | 6.04M | 29.6% | ▲+0.3% Added · +19K sh | |
| 2 | Pgim ETF TR AAA CLO ETF | $149.8M | 2.92M | 8.3% | ▲New New position | |
| 3 | Victory Portfolios II CORE PLUS BD ETF | $89.2M | 4.10M | 5.0% | ▼−6.3% Reduced · −276K sh | |
| 4 | J P Morgan Exchange Traded F MUNICIPAL ETF | $68.4M | 1.35M | 3.8% | ▼−3.9% Reduced · −55K sh | |
| 5 | Dimensional ETF Trust US EQUI MARK ETF | $63.6M | 776.3K | 3.5% | ▼−1.5% Reduced · −12K sh | |
| 6 | SPDR Series Trust ST STR P400MID | $52.3M | 774.6K | 2.9% | ▲+2.4% Added · +18K sh | |
| 7 | Ishares TR CORE S&P500 ETF | $51.9M | 69.3K | 2.9% | ▲+0.2% Added · +129 sh | |
| 8 | Ishares TR MSCI USA MMENTM | $45.3M | 132.1K | 2.5% | ▼−0.5% Reduced · −627 sh | |
| 9 | Ishares TR MSCI USA QLT FCT | $41.8M | 190.3K | 2.3% | ▼−0.9% Reduced · −2K sh | |
| 10 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $33.1M | 464.5K | 1.8% | ▲+0.4% Added · +2K sh | |
| 11 | Goldman Sachs ETF TR ACTIVEBETA US LG | $28.9M | 204.0K | 1.6% | ▼−0.1% Reduced · −151 sh | |
| 12 | Dimensional ETF Trust US MKTWIDE VALUE | $27.4M | 497.2K | 1.5% | ▼−2.2% Reduced · −11K sh | |
| 13 | Vanguard Scottsdale FDS VNG RUS1000IDX | $25.2M | 74.3K | 1.4% | ▲+2.6% Added · +2K sh | |
| 14 | Ishares TR CORE S&P TTL STK | $15.7M | 95.3K | 0.9% | ▼−0.1% Reduced · −111 sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $15.5M | 31.0K | 0.9% | ▲+1.9% Added · +564 sh | |
| 16 | Infleqtion Inc COM SHS | $14.3M | 1.07M | 0.8% | ▲22× Added · +1.0M sh | |
| 17 | Interdigital Inc COM | $13.2M | 46.7K | 0.7% | ▲+3.6% Added · +2K sh | |
| 18 | Schwab Strategic TR FUNDAMENTAL INTL | $12.9M | 244.3K | 0.7% | ▲+0.1% Added · +187 sh | |
| 19 | Ishares TR RUS 1000 ETF | $12.6M | 30.7K | 0.7% | ▲+0.9% Added · +263 sh | |
| 20 | Goldman Sachs ETF TR ACTIVEBETA INT | $12.0M | 263.2K | 0.7% | ▼−0.1% Reduced · −184 sh | |
| 21 | Apple Inc COM | $11.9M | 41.1K | 0.7% | ▲+12% Added · +5K sh | |
| 22 | Goldman Sachs ETF TR ACTIVEBETA US | $11.9M | 130.0K | 0.7% | ▼−4.2% Reduced · −6K sh | |
| 23 | Dimensional ETF Trust US SMALL CAP ETF | $10.8M | 130.7K | 0.6% | ▼−0.7% Reduced · −987 sh | |
| 24 | Vanguard Scottsdale FDS VNG RUS2000IDX | $10.3M | 84.5K | 0.6% | ▼−8.5% Reduced · −8K sh | |
| 25 | Vanguard Index FDS MID CAP ETF | $10.1M | 125.5K | 0.6% | ▲+304% Added · +94K sh | |
| 26 | Vanguard Index FDS TOTAL STK MKT | $9.9M | 26.9K | 0.6% | ▼−1.5% Reduced · −399 sh | |
| 27 | SPDR Series Trust ST STR SP600 SML | $9.6M | 166.5K | 0.5% | ▲+98% Added · +82K sh | |
| 28 | Vanguard Index FDS LARGE CAP ETF | $9.5M | 27.5K | 0.5% | ▼−0.8% Reduced · −209 sh | |
| 29 | Ishares TR MSCI INTL QUALTY | $9.4M | 188.7K | 0.5% | ▼−0.4% Reduced · −745 sh | |
| 30 | Ishares TR RUS 1000 GRW ETF | $8.8M | 71.3K | 0.5% | ▲+244% Added · +51K sh | |
| 31 | SPDR Series Trust ST STR P500VAL | $8.6M | 140.9K | 0.5% | ▼−0.4% Reduced · −622 sh | |
| 32 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $8.6M | 70.0K | 0.5% | ▲~0% Added · +30 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $8.0M | 10.7K | 0.4% | ▲+0.2% Added · +21 sh | |
| 34 | Vanguard Index FDS S&P 500 ETF SHS | $7.9M | 11.4K | 0.4% | ▲+0.8% Added · +93 sh | |
| 35 | Texas Pacific Land Corporati COM | $7.7M | 17.5K | 0.4% | ▲+0.3% Added · +47 sh | |
| 36 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.0M | 117.5K | 0.4% | ▲+0.1% Added · +147 sh | |
| 37 | Amazon Com Inc COM | $7.0M | 29.3K | 0.4% | ▲+12% Added · +3K sh | |
| 38 | Dimensional ETF Trust INTL CORE EQT MK | $6.9M | 167.5K | 0.4% | ▼−4.8% Reduced · −8K sh | |
| 39 | Invesco Exch TRD SLF Idx FD BLOO PRI PWR ETF | $6.7M | 75.3K | 0.4% | ▼−0.1% Reduced · −94 sh | |
| 40 | Caterpillar Inc COM | $6.7M | 6.3K | 0.4% | ▲+13% Added · +708 sh | |
| 41 | Dimensional ETF Trust INTERNATNAL VAL | $6.6M | 122.7K | 0.4% | ▼−0.3% Reduced · −441 sh | |
| 42 | Microsoft Corp COM | $6.3M | 16.8K | 0.3% | ▲+13% Added · +2K sh | |
| 43 | Ishares TR EAFE GRWTH ETF | $6.1M | 49.3K | 0.3% | ▲+0.5% Added · +259 sh | |
| 44 | Alphabet Inc CAP STK CL C | $6.1M | 17.3K | 0.3% | ▲+16% Added · +2K sh | |
| 45 | Wisdomtree TR US LARGECAP DIVD | $6.0M | 62.5K | 0.3% | ▲~0% Added · +13 sh | |
| 46 | Berkshire Hathaway Inc Del CL A | $6.0M | 8 | 0.3% | —Held | |
| 47 | Exxon Mobil Corp COM | $6.0M | 43.8K | 0.3% | ▲+7.6% Added · +3K sh | |
| 48 | Ishares TR CORE S&P US GWT | $5.9M | 31.5K | 0.3% | ▼−4.0% Reduced · −1K sh | |
| 49 | Dimensional ETF Trust US TARGETED VLU | $5.9M | 83.9K | 0.3% | ▼−1.2% Reduced · −999 sh | |
| 50 | J P Morgan Exchange Traded F DIVERSFED RTRN | $5.8M | 46.3K | 0.3% | ▼−0.1% Reduced · −27 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 312 | $1.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 253 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 241 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 233 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 214 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 214 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 223 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.