1900 WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio
CIK 1791996 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.56B
Long-equity book
Holdings
253
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+24 / −12 / ↑65 / ↓71
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BERKSHIRE HATHAWAY INC DEL$11.9M +442.4%
- J P MORGAN EXCHANGE TRADED F$7.3M +11.5%
- TEXAS PACIFIC LAND CORPORATI$3.3M +65.3%
- EXXON MOBIL CORP$2.1M +44.9%
- SCHWAB STRATEGIC TR$908.2K +8.2%
Top Trims
- ISHARES TR-$2.2M -14.1%
- MICROSOFT CORP-$1.5M -21.2%
- GOLDMAN SACHS ETF TR-$1.5M -5.4%
- DIMENSIONAL ETF TRUST-$1.1M -41.1%
- ISHARES TR-$1.0M -10.5%
New Positions
- EOG RES INC$970.1K
- CONOCOPHILLIPS$591.2K
- INFLEQTION INC$470.0K
- GE VERNOVA INC$451.3K
- FIFTH THIRD BANCORP$367.5K
Exited Positions
- COMERICA INC$368.3K
- PALO ALTO NETWORKS INC$366.9K
- BANK AMERICA CORP$352.4K
- INTEL CORP$340.2K
- BLACKSTONE INC$270.8K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYM | 78464A854 | $461.2M | 29.61% | 6,025,725 | SH |
| 2 | JANUS DETROIT STR TR | JAAA | 47103U845 | $124.0M | 7.96% | 2,456,749 | SH |
| 3 | VICTORY PORTFOLIOS II | UBND | 92647X863 | $95.4M | 6.12% | 4,379,480 | SH |
| 4 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $70.3M | 4.51% | 1,405,829 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $55.9M | 3.59% | 788,008 | SH |
| 6 | ISHARES TR | IVV | 464287200 | $45.2M | 2.90% | 69,133 | SH |
| 7 | SPDR SERIES TRUST | SPMD | 78464A847 | $44.8M | 2.88% | 756,760 | SH |
| 8 | ISHARES TR | QUAL | 46432F339 | $36.8M | 2.36% | 192,031 | SH |
| 9 | ISHARES TR | MTUM | 46432F396 | $31.9M | 2.05% | 132,730 | SH |
| 10 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $29.6M | 1.90% | 462,616 | SH |
| 11 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $25.5M | 1.64% | 204,132 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $24.6M | 1.58% | 508,250 | SH |
| 13 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $21.4M | 1.37% | 72,441 | SH |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $14.6M | 0.94% | 30,430 | SH |
| 15 | INTERDIGITAL INC | IDCC | 45867G101 | $13.6M | 0.87% | 45,029 | SH |
| 16 | ISHARES TR | ITOT | 464287150 | $13.6M | 0.87% | 95,397 | SH |
| 17 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $11.9M | 0.77% | 244,129 | SH |
| 18 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $11.4M | 0.73% | 263,382 | SH |
| 19 | ISHARES TR | IWB | 464287622 | $10.8M | 0.70% | 30,429 | SH |
| 20 | GOLDMAN SACHS ETF TR | GSSC | 381430602 | $10.1M | 0.65% | 135,669 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $9.4M | 0.60% | 131,644 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $9.3M | 0.60% | 36,594 | SH |
| 23 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $9.2M | 0.59% | 92,299 | SH |
| 24 | VANGUARD INDEX FDS | VO | 922908629 | $8.9M | 0.57% | 31,024 | SH |
| 25 | ISHARES TR | IWF | 464287614 | $8.8M | 0.57% | 20,707 | SH |
| 26 | ISHARES TR | IQLT | 46434V456 | $8.8M | 0.56% | 189,458 | SH |
| 27 | VANGUARD INDEX FDS | VTI | 922908769 | $8.8M | 0.56% | 27,288 | SH |
| 28 | VANGUARD INDEX FDS | VV | 922908637 | $8.3M | 0.53% | 27,757 | SH |
| 29 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $8.3M | 0.53% | 17,440 | SH |
| 30 | SPDR SERIES TRUST | SPYV | 78464A508 | $8.0M | 0.51% | 141,486 | SH |
| 31 | INVESCO EXCHANGE TRADED FD T | SPGP | 46137V431 | $7.5M | 0.48% | 69,936 | SH |
| 32 | ISHARES TR | IJR | 464287804 | $7.1M | 0.45% | 56,916 | SH |
| 33 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.0M | 0.45% | 10,725 | SH |
| 34 | EXXON MOBIL CORP | XOM | 30231G102 | $6.9M | 0.44% | 40,694 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $6.9M | 0.44% | 175,967 | SH |
| 36 | VANGUARD INDEX FDS | VOO | 922908363 | $6.8M | 0.44% | 11,348 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $6.5M | 0.42% | 123,188 | SH |
| 38 | INVESCO EXCH TRD SLF IDX FD | POWA | 46138J775 | $6.5M | 0.42% | 75,387 | SH |
| 39 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $6.3M | 0.41% | 117,384 | SH |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $5.7M | 0.37% | 8 | SH |
| 41 | WISDOMTREE TR | DLN | 97717W307 | $5.6M | 0.36% | 62,528 | SH |
| 42 | MICROSOFT CORP | MSFT | 594918104 | $5.5M | 0.35% | 14,838 | SH |
| 43 | ISHARES TR | EFG | 464288885 | $5.5M | 0.35% | 49,005 | SH |
| 44 | AMAZON COM INC | AMZN | 023135106 | $5.4M | 0.35% | 26,020 | SH |
| 45 | J P MORGAN EXCHANGE TRADED F | JPME | 46641Q886 | $5.3M | 0.34% | 46,344 | SH |
| 46 | ISHARES TR | USMV | 46429B697 | $5.3M | 0.34% | 57,219 | SH |
| 47 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $5.3M | 0.34% | 84,905 | SH |
| 48 | VANGUARD MUN BD FDS | VTEB | 922907746 | $5.3M | 0.34% | 105,628 | SH |
| 49 | ISHARES TR | IUSG | 464287671 | $5.1M | 0.33% | 32,857 | SH |
| 50 | CSW INDUSTRIALS INC | CSW | 126402106 | $4.8M | 0.31% | 18,272 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $1.56B | 253 | 0001791996-26-000004 |
| 2025-12-31 | 2026-01-20 | $1.56B | 241 | 0001791996-26-000001 |