DOSSIER · 13F-HR · Q1 2026

1900 WEALTH MANAGEMENT LLC

$1.6B in tracked AUM across 253 positions as of Q1 2026.

1W
CIK 0001791996 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
253
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · 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...

Key Holdings

The portfolio is characterized by a dominant core position, followed by a long tail of smaller, diversified allocations.

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
SPYM
SPDR SERIES TRUST
$461M6.0M29.6%
02
JAAA
JANUS DETROIT STR TR
$124M2.5M8.0%
03
UBND
VICTORY PORTFOLIOS II
$95M4.4M6.1%
04
JMUB
J P MORGAN EXCHANGE TRADED F
$70M1.4M4.5%
05
DFUS
DIMENSIONAL ETF TRUST
$56M788K3.6%
06
IVV
ISHARES TR
$45M69K2.9%
07
SPMD
SPDR SERIES TRUST
$45M757K2.9%
08
QUAL
ISHARES TR
$37M192K2.4%
09
MTUM
ISHARES TR
$32M133K2.0%
10
VEA
VANGUARD TAX-MANAGED FDS
$30M463K1.9%

Filing history

2026Q1Mar 31
$1.6B 0.1%
253 positionsView →
2025Q4Dec 31
$1.6B 5.7%
241 positionsView →
2025Q3Sep 30
$1.5B 11.6%
233 positionsView →
2025Q2Jun 30
$1.3B 10.0%
214 positionsLocked
2025Q1Mar 31
$1.2B 0.9%
214 positionsLocked
2024Q4Dec 31
$1.2B 2.2%
223 positionsLocked
2024Q3Sep 30
$1.2B 9.1%
223 positionsLocked
2024Q2Jun 30
$1.1B 2.5%
221 positionsLocked
2024Q1Mar 31
$1.1B 0.7%
235 positionsLocked
2023Q4Dec 31
$1.1B 8.6%
294 positionsLocked
2023Q3Sep 30
$1.0B 3.2%
290 positionsLocked
2023Q2Jun 30
$972M 4.4%
238 positionsLocked
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