account_balance

Investment manager · 13F filer · SEC CIK 1791996

1900 Wealth Management LLC

Reported value$1.84Bas of Sep 30, 2026
Positions395 91 new, 8 sold out
Top 10 weight60.4%SPYM alone is 30%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPYM SPDR Series Trust 30.3% Added +3%
PAAA Pgim ETF Tr 6.4% Trimmed −21%
UBND Victory Portfolios II 5.4% Added +17%
DFUS Dimensional ETF Trust 3.5% Held
JMUB J P Morgan Exchange Traded F 3.0% Trimmed −13%
IVV iShares Tr 2.8% Held
SPMD SPDR Series Trust 2.8% Added +7%
QUAL iShares Tr 2.2% Trimmed −3%
MTUM iShares Tr 2.2% Trimmed −3%
VEA Vanguard Tax-Managed FDS 1.8% Held
GSLC Goldman Sachs ETF Tr 1.5% Trimmed −7%
DFUV Dimensional ETF Trust 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
  • VTEB +529%
  • NVDA +38%
  • VTWO +20%
  • UBND +17%
arrow_downwardTrimmed
  • DFAS −30%
  • PAAA −21%
  • DFAT −21%
  • POWA −16%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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