DOSSIER · 13F-HR · Q3 2026
1900 WEALTH MANAGEMENT LLC
$1.8B in tracked AUM across 395 positions as of Q3 2026.
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CIK 0001791996 · last filed Sep 30, 2026
AI Analysis · Q3 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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