1900 Wealth Management LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 233 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 $443M, Janus Detroit Str Tr Janus Hen with a value of $131M, Jp Morgan Tr Mun ETF (De) with a value of $59.3M, Dimensional ETF Tr U S Equity with a value of $55.5M, and Ishares Core S&P 500 ETF with a value of $46.6M.

Examining the 13F form we can see an increase of $150M in the current position value, from $1.22B to 1.37B.

Below you can find more details about 1900 Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.37 Billion
ETFs: $1.25 Billion
Technology: $29.4 Million
Financial Services: $20.7 Million
Energy: $17 Million
Industrials: $15.8 Million
Consumer Cyclical: $12.8 Million
Healthcare: $8.29 Million
Communication Services: $6.4 Million
Other: $8.13 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 233
  • Current Value $1.37 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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