account_balance
Investment manager · 13F filer · SEC CIK 1138486
1834 Investment Advisors Co
Reported value$886Mas of Sep 30, 2026
Positions232 27 new, 6 sold out
Top 10 weight34.2%IVW alone is 5%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
5.0%Trimmed −3%
VCSHVanguard Scottsdale FDS
4.4%Added +10%
VGSHVanguard Scottsdale FDS
4.0%Trimmed −7%
VOOVanguard Index FDS
3.4%
AAPLApple Inc.
3.2%Trimmed −4%
IVEiShares Tr
3.1%Trimmed −3%
VGITVanguard Scottsdale FDS
3.0%Added +11%
MSFTMicrosoft Corp
2.8%
SPYGSPDR Series Trust
2.7%
SPYVSPDR Series Trust
2.5%
VCITVanguard Scottsdale FDS
2.4%Trimmed −11%
VEAVanguard Tax-Managed FDS
2.2%
IVWiShares Tr
5.0%−3%
VCSHVanguard Scottsdale FDS
4.4%
VGSHVanguard Scottsdale FDS
4.0%
VOOVanguard Index FDS
3.4%
AAPLApple Inc.
3.2%−4%
IVEiShares Tr
3.1%−3%
VGITVanguard Scottsdale FDS
3.0%
MSFTMicrosoft Corp
2.8%
SPYGSPDR Series Trust
2.7%
SPYVSPDR Series Trust
2.5%
VCITVanguard Scottsdale FDS
2.4%
VEAVanguard Tax-Managed FDS
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVW iShares Tr 5.0% Trimmed −3%
VCSH Vanguard Scottsdale FDS 4.4% Added +10%
VGSH Vanguard Scottsdale FDS 4.0% Trimmed −7%
VOO Vanguard Index FDS 3.4% Held
AAPL Apple Inc. 3.2% Trimmed −4%IVE iShares Tr 3.1% Trimmed −3%
VGIT Vanguard Scottsdale FDS 3.0% Added +11%
MSFT Microsoft Corp 2.8% HeldSPYG SPDR Series Trust 2.7% Held
SPYV SPDR Series Trust 2.5% Held
VCIT Vanguard Scottsdale FDS 2.4% Trimmed −11%
VEA Vanguard Tax-Managed FDS 2.2% Added +3%
What changed
Biggest moves since Jun 30, 2026
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