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1834 Investment Advisors Company 13F Portfolio

Portfolio Manager
1834 Investment Advisors CO
Performance
+6.66% (2026 Q2)
AUM (13F)
$882.59M
# of Holdings
211
Performance Rank
Allocation (Top 20)
50.13%
Latest filing
Q2 2026

1834 Investment Advisors CO Holdings Map

Top 50 1834 Investment Advisors CO Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVW
ISHARES TR
4.99%320.5K$44.1M
-1.63%(-5.30K)
2025-Q2: 409.1K shares2025-Q3: 361.9K shares2025-Q4: 349.9K shares2026-Q1: 325.8K shares2026-Q2: 320.5K shares
$20.20(+601.16%)
2026-06-30
VGSH
VANGUARD SCOTTSDALE FDS
4.4%668.0K$38.9M
-3.22%(-22.22K)
2025-Q2: 710.8K shares2025-Q3: 710.7K shares2025-Q4: 682.5K shares2026-Q1: 690.2K shares2026-Q2: 668.0K shares
$58.15(-0.00%)
2026-06-30
VCSH
VANGUARD SCOTTSDALE FDS
4.11%458.7K$36.3M
+6.18%(+26.70K)
2025-Q2: 381.6K shares2025-Q3: 390.9K shares2025-Q4: 407.8K shares2026-Q1: 432.0K shares2026-Q2: 458.7K shares
$76.37(+2.97%)
2026-06-30
VOO
VANGUARD INDEX FDS
3.35%43.1K$29.6M
+16.08%(+5.97K)
2025-Q2: 35.9K shares2025-Q3: 36.6K shares2025-Q4: 36.2K shares2026-Q1: 37.1K shares2026-Q2: 43.1K shares
$396.97(+79.53%)
2026-06-30
IVE
ISHARES TR
3.23%125.7K$28.5M
-6.98%(-9.44K)
2025-Q2: 163.6K shares2025-Q3: 148.6K shares2025-Q4: 138.4K shares2026-Q1: 135.2K shares2026-Q2: 125.7K shares
$87.55(+170.85%)
2026-06-30
AAPL
APPLE INC
2.93%89.4K$25.9M
-0.50%(-450)
2025-Q2: 101.5K shares2025-Q3: 98.8K shares2025-Q4: 92.8K shares2026-Q1: 89.8K shares2026-Q2: 89.4K shares
$58.04(+426.14%)
2026-06-30
VCIT
VANGUARD SCOTTSDALE FDS
2.85%304.8K$25.2M
+3.21%(+9.47K)
2025-Q2: 309.6K shares2025-Q3: 311.8K shares2025-Q4: 291.3K shares2026-Q1: 295.3K shares2026-Q2: 304.8K shares
$78.72(+3.08%)
2026-06-30
VGIT
VANGUARD SCOTTSDALE FDS
2.81%421.0K$24.8M
+9.93%(+38.04K)
2025-Q2: 374.1K shares2025-Q3: 375.0K shares2025-Q4: 350.1K shares2026-Q1: 383.0K shares2026-Q2: 421.0K shares
$59.35(-1.63%)
2026-06-30
SPYG
SPDR SERIES TRUST
2.6%193.2K$23.0M
+19.01%(+30.85K)
2025-Q2: 123.1K shares2025-Q3: 123.8K shares2025-Q4: 123.6K shares2026-Q1: 162.3K shares2026-Q2: 193.2K shares
$80.43(+52.78%)
2026-06-30
SPYV
SPDR SERIES TRUST
2.42%351.5K$21.4M
+15.85%(+48.08K)
2025-Q2: 302.3K shares2025-Q3: 313.8K shares2025-Q4: 301.1K shares2026-Q1: 303.4K shares2026-Q2: 351.5K shares
$45.04(+40.78%)
2026-06-30

About 1834 Investment Advisors COโ€™s portfolio

1834 Investment Advisors CO reports $882.59M in US-listed equity holdings across 211 positions in its most recent 13F filing. Its largest disclosed positions are IVW (5.0%), VGSH (4.4%) and VCSH (4.1%). The top 20 holdings account for 50.13% of reported assets. Its disclosed equity book has returned +32.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
IVW โ€” 6.8% ($44.08M)VGSH โ€” 6.0% ($38.88M)VCSH โ€” 5.6% ($36.25M)VOO โ€” 4.5% ($29.58M)IVE โ€” 4.4% ($28.55M)AAPL โ€” 4.0% ($25.86M)VCIT โ€” 3.9% ($25.19M)VGIT โ€” 3.8% ($24.83M)SPYG โ€” 3.5% ($22.98M)SPYV โ€” 3.3% ($21.37M)Other โ€” 54.3% ($353.16M)
46%in top 10
  • IVW6.8%
  • VGSH6.0%
  • VCSH5.6%
  • VOO4.5%
  • IVE4.4%
  • AAPL4.0%
  • VCIT3.9%
  • VGIT3.8%
  • SPYG3.5%
  • SPYV3.3%
  • Other54.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
DVNDEVON ENERGY CORP NEW1.0%
Added to
23
VOOVANGUARD INDEX FDS+16.1%
SPYGSPDR SERIES TRUST+19.0%
SPYVSPDR SERIES TRUST+15.8%
VEAVANGUARD TAX-MANAGED FDS+16.5%
+19 more
Trimmed
26
IVEISHARES TR-7.0%
APAAPA CORPORATION-14.8%
TXNTEXAS INSTRS INC-17.3%
VGSHVANGUARD SCOTTSDALE FDS-3.2%
+22 more

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Source filings

Holdings on this page are parsed from 1834 Investment Advisors COโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1138486). View 1834 Investment Advisors COโ€™s 13F filings on SEC

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