account_balance
Investment manager · 13F filer · SEC CIK 2010186
Bartlett & Co. Wealth Management LLC
Reported value$8.23Bas of Sep 30, 2026
Positions1,463 203 new, 74 sold out
Top 10 weight36.8%AAPL alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.5%Trimmed −2%
MSFTMicrosoft Corp
6.0%Trimmed −2%
GOOGAlphabet Inc.
5.2%Trimmed −4%
NVDANVIDIA Corp
3.3%
VOOVanguard S&P 500 ETF
3.2%Added +4%
JPMJPMorgan Chase & Co
2.9%Trimmed −2%
AMZNAmazon.com Inc
2.8%
IEFAiShares Core MSCI EAFE ETF
2.4%Added +7%
BRK-BBerkshire Hathaway Inc
2.3%Trimmed −4%
MAMastercard Inc
2.2%Trimmed −2%
PGProcter & Gamble Co
1.8%
PANWPalo Alto Networks Inc
1.7%−5%
AAPLApple Inc.
6.5%Trimmed −2%
MSFTMicrosoft Corp
6.0%Trimmed −2%
GOOGAlphabet Inc.
5.2%Trimmed −4%
NVDANVIDIA Corp
3.3%
VOOVanguard S&P 500 ETF
3.2%+4%
JPMJPMorgan Chase & Co
2.9%
AMZNAmazon.com Inc
2.8%
IEFAiShares Core MSCI EAFE ETF
2.4%
BRK-BBerkshire Hathaway Inc
2.3%
MA2.2%PG1.8%PANWBoxes 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
AAPL Apple Inc. 6.5% Trimmed −2%MSFT Microsoft Corp 6.0% Trimmed −2%GOOG Alphabet Inc. 5.2% Trimmed −4%NVDA NVIDIA Corp 3.3% Held
VOO Vanguard S&P 500 ETF 3.2% Added +4%
JPM JPMorgan Chase & Co 2.9% Trimmed −2%AMZN Amazon.com Inc 2.8% HeldIEFA iShares Core MSCI EAFE ETF 2.4% Added +7%
BRK-B Berkshire Hathaway Inc 2.3% Trimmed −4%MA Mastercard Inc 2.2% Trimmed −2%PG Procter & Gamble Co 1.8% HeldPANW Palo Alto Networks Inc 1.7% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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