1900 WEALTH MANAGEMENT LLC - Portfolio overview

1900 WEALTH MANAGEMENT LLC has 270 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPYM - SPDR SERIES TRUST, 23.00%
  2. SPLG - SPDR SERIES TRUST, 22.07%
  3. JAAA - JANUS DETROIT STR TR, 6.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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