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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 5 of 13  ·  253 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IDHQ INVESCO EXCH TRADED FD TR II 45,703.0 $1.6M 0.10% $35.37 +17.0%
82 JMST J P MORGAN EXCHANGE TRADED F 31,538.0 $1.6M 0.10% -4K -12.3% $50.98 -0.1%
83 WMT WALMART INC Consumer Defensive 12,567.0 $1.6M 0.10% $124.30 -4.6%
84 MEAR ISHARES U S ETF TR 30,777.0 $1.5M 0.10% $50.34 -0.1%
85 DWAS INVESCO EXCH TRADED FD TR II 15,731.0 $1.5M 0.10% $98.47 +18.4%
86 DFAC DIMENSIONAL ETF TRUST 38,908.0 $1.5M 0.10% -26K -40.0% $38.86 +13.0%
87 SCHM SCHWAB STRATEGIC TR 47,000.0 $1.5M 0.09% $30.96 +13.7%
88 ABBV ABBVIE INC Healthcare 6,596.0 $1.4M 0.09% -774.0 -10.5% $217.48 -2.0%
89 SNPS SYNOPSYS INC Technology 3,602.0 $1.4M 0.09% -25.0 -0.7% $396.48 +34.8%
90 XLK SELECT SECTOR SPDR TR 10,729.0 $1.4M 0.09% +319.0 +3.1% $132.90 +39.4%
91 V VISA INC Financial Services 4,546.0 $1.4M 0.09% -199.0 -4.2% $302.26 +8.1%
92 LLY ELI LILLY & CO Healthcare 1,485.0 $1.4M 0.09% +90.0 +6.5% $919.80 +15.9%
93 SPYD SPDR SERIES TRUST 29,437.0 $1.3M 0.09% $45.52 +4.6%
94 EQL ALPS ETF TR 28,152.0 $1.3M 0.09% $47.56 +6.6%
95 VONV VANGUARD SCOTTSDALE FDS 13,999.0 $1.3M 0.08% $93.74 +11.6%
96 ADBE ADOBE INC Technology 5,384.0 $1.3M 0.08% -398.0 -6.9% $243.08 -1.1%
97 ETSY INC 26,030.0 $1.3M 0.08% $49.98
98 MCD MCDONALDS CORP Consumer Cyclical 4,168.0 $1.3M 0.08% +1K +34.5% $310.81 -10.1%
99 IUSV ISHARES TR 12,658.0 $1.3M 0.08% -285.0 -2.2% $102.25 +7.9%
100 CFR CULLEN FROST BANKERS INC Financial Services 9,073.0 $1.2M 0.08% -643.0 -6.6% $137.08 +1.8%
Page 5 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%