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Portfolio (Quarterly) Guide ↗

1900 WEALTH MANAGEMENT LLC

· CIK 0001791996
13F Portfolio $1.6B AUM 253 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 79 Added 71 Reduced 12 Exited
Page 4 of 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 12,243.0 $3.5M 0.23% -320.0 -2.5% $287.55 +35.2%
62 SCHX SCHWAB STRATEGIC TR 130,985.0 $3.4M 0.22% $25.64 +15.2%
63 MGK VANGUARD WORLD FD 8,951.0 $3.3M 0.21% -94.0 -1.0% $367.44 -75.6%
64 GEM GOLDMAN SACHS ETF TR 68,385.0 $3.0M 0.19% -5K -7.2% $43.20 +19.9%
65 HDV ISHARES TR 21,601.0 $2.9M 0.19% +5K +28.2% $135.72 -79.6%
66 VYM VANGUARD WHITEHALL FDS 18,867.0 $2.8M 0.18% +1K +7.0% $148.10 +7.1%
67 VTHR VANGUARD SCOTTSDALE FDS 9,510.0 $2.7M 0.18% +99.0 +1.1% $287.57 +14.9%
68 SCHF SCHWAB STRATEGIC TR 110,444.0 $2.7M 0.18% $24.75 +12.2%
69 NVDA NVIDIA CORPORATION Technology 15,212.0 $2.7M 0.17% -2K -10.8% $174.40 +23.2%
70 TSLA TESLA INC Consumer Cyclical 6,429.0 $2.4M 0.15% +382.0 +6.3% $371.75 +16.6%
71 VOOG VANGUARD ADMIRAL FDS INC 5,549.0 $2.3M 0.14% -37.0 -0.7% $407.70 -79.6%
72 SUB ISHARES TR 21,074.0 $2.2M 0.14% +2K +9.7% $106.50 -0.1%
73 IWR ISHARES TR 23,002.0 $2.2M 0.14% $97.23 +9.9%
74 JPM JPMORGAN CHASE & CO Financial Services 7,448.0 $2.2M 0.14% -1K -15.1% $294.15 +4.3%
75 AVGO BROADCOM INC Technology 6,924.0 $2.1M 0.14% -1K -17.6% $309.53 +36.3%
76 JNJ JOHNSON & JOHNSON Healthcare 8,409.0 $2.1M 0.13% +190.0 +2.3% $244.45 -5.8%
77 IEMG ISHARES INC 28,159.0 $2.0M 0.13% -1K -3.8% $69.75 +19.9%
78 FDL FIRST TR EXCHANGE-TRADED FD 37,649.0 $1.9M 0.12% $50.80 -0.9%
79 DFAE DIMENSIONAL ETF TRUST 56,140.0 $1.9M 0.12% -292.0 -0.5% $33.86 +19.6%
80 HD HOME DEPOT INC Consumer Cyclical 5,107.0 $1.7M 0.11% -415.0 -7.5% $328.87 -5.6%
Page 4 of 13  ·  253 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.8%
Energy 17.4%
Financial Services 13.6%
Industrials 9.4%
Consumer Cyclical 8.4%
Healthcare 7.7%
Communication Services 6.2%
Consumer Defensive 4.7%
Basic Materials 1.2%
Utilities 0.7%