DOSSIER · 13F-HR · Q1 2026

1900 WEALTH MANAGEMENT LLC

1900 WEALTH's hedge fund based in Stamford, CT — $1.6B in tracked AUM across 253 positions as of Q1 2026.

1W

1900 WEALTH·Stamford, CT·Hedge Fund

CIK 0001791996 · last filed Mar 31, 2026

Total AUM

$1.6B

▼ 3.3%

vs prior

Holdings

253

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

Top sector

Tech

28% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: 1900 WEALTH MANAGEMENT LLC

Portfolio Overview

1900 Wealth Management LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 40.5%, growing from $1.11 billion to $1.56 billion. This substantial increase indicates a strong period of market performance and potentially significant net capital inflows into the firm's strategies.

The portfolio demon...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPDR SERIES TRUST

$461M6.0M29.6%

02

JANUS DETROIT STR TR

$124M2.5M8.0%

03

VICTORY PORTFOLIOS II

$95M4.4M6.1%

04

J P MORGAN EXCHANGE TRADED F

$70M1.4M4.5%

05

DIMENSIONAL ETF TRUST

$56M788K3.6%

06

ISHARES TR

$45M69K2.9%

07

SPDR SERIES TRUST

$45M757K2.9%

08

ISHARES TR

$37M192K2.4%

09

ISHARES TR

$32M133K2.0%

10

VANGUARD TAX-MANAGED FDS

$30M463K1.9%

Filing history

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