Notify me when 1900 Wealth Management Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 233 | $1.48B | +$102M | -$26.1M | +$76.1M | SPLG, JAAA, UBND, JMUB, DFUS | 13F-HR | 10/17/2025, 03:17 PM |
| Q2 2025 | 214 | $1.32B | +$56.9M | -$23.2M | +$33.7M | SPLG, JAAA, UBND, DFUS, IVV | 13F-HR | 7/21/2025, 12:58 PM |
| Q1 2025 | 214 | $1.2B | +$73M | -$31M | +$41.9M | SPLG, JAAA, UBND, DFUS, IVV | 13F-HR | 4/17/2025, 12:34 PM |
| Q4 2024 | 223 | $1.19B | +$53M | -$23.9M | +$29.1M | SPLG, JAAA, UBND, DFUS, IVV | 13F-HR | 1/27/2025, 05:51 PM |
| Q3 2024 | 223 | $1.17B | +$66.6M | -$26.7M | +$39.9M | SPLG, JAAA, UBND, DFUS, IVV | Restatement | 11/14/2024, 12:02 PM |
| Q2 2024 | 221 | $1.07B | +$106M | -$151M | -$45M | SPLG, JAAA, UBND, DFUS, IVV | 13F-HR | 7/26/2024, 04:17 PM |
| Q1 2024 | 235 | $1.1B | +$133M | -$198M | -$64.8M | SPLG, IVV, JAAA, DFUS, UBND | 13F-HR | 4/24/2024, 02:39 PM |
| Q4 2023 | 294 | $1.09B | +$263M | -$271M | -$8.18M | SPLG, IVV, DFUS, GSIE, QUAL | 13F-HR | 2/1/2024, 03:18 PM |
| Q3 2023 | 290 | $1B | +$176M | -$110M | +$65.8M | IVV, GSIE, QUAL, DFUS, MTUM | 13F-HR | 10/17/2023, 12:57 PM |
| Q2 2023 | 238 | $972M | +$84.5M | -$98.8M | -$14.3M | QUAL, MTUM, GSIE, IVV, DFUS | 13F-HR | 7/21/2023, 11:59 AM |
| Q1 2023 | 240 | $899M | +$19.7M | -$24.5M | -$4.84M | MTUM, QUAL, GSIE, GSLC, DFUS | 13F-HR | 5/2/2023, 03:37 PM |
| Q4 2022 | 234 | $922M | +$41.9M | -$50.7M | -$8.8M | MTUM, QUAL, GSIE, GSLC, DFUS | 13F-HR | 2/6/2023, 02:37 PM |
| Q3 2022 | 220 | $855M | +$25.8M | -$29.4M | -$3.56M | MTUM, QUAL, GSIE, GSLC, MUB | 13F-HR | 10/31/2022, 04:43 PM |
| Q2 2022 | 223 | $917M | +$74.1M | -$67.2M | +$6.93M | MTUM, QUAL, GSIE, GSLC, GEM | 13F-HR | 8/1/2022, 04:12 PM |
| Q1 2022 | 237 | $1.05B | +$105M | -$91.4M | +$13.4M | MTUM, GSLC, QUAL, GSIE, GEM | 13F-HR | 4/27/2022, 04:17 PM |
| Q4 2021 | 241 | $1.11B | +$110M | -$74.3M | +$36M | MTUM, QUAL, GSLC, GSIE, GEM | 13F-HR | 1/31/2022, 11:52 AM |
| Q3 2021 | 215 | $1.03B | +$107M | -$96.6M | +$10.9M | MTUM, QUAL, GSLC, MUB, GEM | 13F-HR | 11/1/2021, 05:26 PM |
| Q2 2021 | 215 | $1.01B | +$153M | -$55.1M | +$98.3M | MTUM, QUAL, GSLC, MUB, GEM | 13F-HR | 7/20/2021, 10:19 AM |
| Q1 2021 | 170 | $897M | +$112M | -$71.3M | +$41M | MTUM, QUAL, GSLC, MUB, GEM | 13F-HR | 4/26/2021, 10:27 AM |
| Q4 2020 | 139 | $827M | $0 | $0 | MTUM, QUAL, MUB, GSLC, IMTM | 13F-HR | 2/5/2021, 02:16 PM |