13F Insight
DOSSIER · 13F-HR · Q2 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC

$8.0B in tracked AUM across 1,342 positions as of Q2 2026.

B&
CIK 0002010186 · last filed Jun 30, 2026
Total AUM
$8.0B
as of Q2 2026
Holdings
1,342
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$478M1.7M6.0%02
GOOG
Alphabet Inc. Class C
$460M1.3M5.8%03
MSFT
Microsoft Corp
$369M989K4.6%04
VOO
Vanguard S&P 500 ETF
$248M362K3.1%05
JPM
JPMorgan Chase & Co
$242M739K3.0%06
NVDA
Nvidia Corp
$242M1.2M3.0%07
AMZN
Amazon.Com Inc
$223M936K2.8%08
BRK/B
Berkshire Hathaway Inc Del CL B New
$196M391K2.4%09
IEFA
iShares Core MSCI EAFE ETF
$182M1.9M2.3%10
MA
Mastercard Inc Class A
$175M341K2.2%

Filing history

2026Q2Jun 30
$8.0B▲ 2.2%
1,342 positionsView →2026Q1Mar 31
$7.8B▲ 2.4%
1,285 positionsView →2025Q4Dec 31
$7.6B▲ 1.1%
1,231 positionsView →2025Q3Sep 30
$7.6B▲ 5.5%
1,202 positionsView →2025Q2Jun 30
$7.2B▲ 5.6%
1,249 positionsLocked2025Q1Mar 31
$6.8B▼ 1.5%
1,235 positionsLocked2024Q4Dec 31
$6.9B▼ 1.1%
1,129 positionsLocked2024Q3Sep 30
$7.0B▲ 5.7%
1,133 positionsLocked2024Q2Jun 30
$6.6B▲ 1.4%
1,139 positionsLocked2024Q1Mar 31
$6.5B▲ 5.5%
1,130 positionsLocked2023Q4Dec 31
$6.2B▲ 10.6%
1,277 positionsLocked2023Q3Sep 30
$5.6B▼ 3.7%
1,213 positionsLocked
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