BARTLETT & CO. WEALTH MANAGEMENT LLC - Portfolio overview

BARTLETT & CO. WEALTH MANAGEMENT LLC has 1373 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GOOG - Alphabet Inc. Class C, 6.56%
2. AAPL - Apple Inc, 5.98%
3. MSFT - Microsoft Corp, 5.34%

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

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