1900 Wealth Management LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $387M, Janus Detroit Str Tr Janus Hen with a value of $104M, Dimensional ETF Tr U S Equity with a value of $51.4M, Ishares Core S&P 500 ETF with a value of $44.6M, and Jp Morgan Tr Mun ETF (De) with a value of $39.8M.
Examining the 13F form we can see an increase of $121M in the current position value, from $1.1B to 1.22B.
Below you can find more details about 1900 Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Billion
ETFs: $1.12 Billion
Technology: $21.9 Million
Financial Services: $19.6 Million
Energy: $17.2 Million
Industrials: $13 Million
Consumer Cyclical: $10.4 Million
Healthcare: $6.85 Million
Consumer Defensive: $5.53 Million
Other: $6.09 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
