StockDriftsStockDriftsTop 50 1900 Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 29.58% | 6.04M | $531.2M | +0.31%(+18.90K) | $60.84(+49.99%) | 2026-06-30 | |
| PAAA | PGIM ETF TR | 8.34% | 2.92M | $149.8M | new | $51.32(+0.20%) | 2026-06-30 | |
| UBND | VICTORY PORTFOLIOS II | 4.96% | 4.10M | $89.2M | -6.30%(-275.80K) | $21.59(-0.65%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3.81% | 1.35M | $68.4M | -3.92%(-55.16K) | $50.12(-0.83%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.54% | 776.3K | $63.6M | -1.48%(-11.70K) | $47.57(+78.43%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 2.91% | 774.6K | $52.3M | +2.36%(+17.88K) | $51.21(+34.34%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.89% | 69.3K | $51.9M | +0.19%(+129) | $438.57(+77.61%) | 2026-06-30 | |
| MTUM | ISHARES TR | 2.52% | 132.1K | $45.3M | -0.47%(-627) | $155.62(+107.02%) | 2026-06-30 | |
| QUAL | ISHARES TR | 2.33% | 190.3K | $41.8M | -0.91%(-1.75K) | $111.53(+101.77%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.84% | 464.5K | $33.1M | +0.40%(+1.85K) | $48.91(+51.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.12% | +48.62% | +6.41% | +36.40% |
| Top 20 Holdings Unweighted | +12.89% | +43.85% | +5.74% | +32.17% |
1900 Wealth Management LLC reports $1.80B in US-listed equity holdings across 312 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (29.6%), PAAA (8.3%) and UBND (5.0%). The top 20 holdings account for 72.61% of reported assets. Its disclosed equity book has returned +48.62% 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 1900 Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1791996). View 1900 Wealth Management LLC’s 13F filings on SEC