Top 50 1834 Investment Advisors CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 4.99% | 320.5K | $44.1M | -1.63%(-5.30K) | $20.20(+601.16%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.4% | 668.0K | $38.9M | -3.22%(-22.22K) | $58.15(-0.00%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.11% | 458.7K | $36.3M | +6.18%(+26.70K) | $76.37(+2.97%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.35% | 43.1K | $29.6M | +16.08%(+5.97K) | $396.97(+79.53%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.23% | 125.7K | $28.5M | -6.98%(-9.44K) | $87.55(+170.85%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.93% | 89.4K | $25.9M | -0.50%(-450) | $58.04(+426.14%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.85% | 304.8K | $25.2M | +3.21%(+9.47K) | $78.72(+3.08%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.81% | 421.0K | $24.8M | +9.93%(+38.04K) | $59.35(-1.63%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.6% | 193.2K | $23.0M | +19.01%(+30.85K) | $80.43(+52.78%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.42% | 351.5K | $21.4M | +15.85%(+48.08K) | $45.04(+40.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.73% | +32.13% | +6.32% | +35.83% |
| Top 20 Holdings Unweighted | +10.04% | +33.24% | +6.69% | +38.21% |
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 changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 1834 Investment Advisors COโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1138486). View 1834 Investment Advisors COโs 13F filings on SEC