AiSiWhale

AI & tech investing

1900 WEALTH MANAGEMENT LLC

CIK 1791996

13F filing for Q2 2026・No. 1,762

Holdings
US$1.8B
Quarter change
+US$238.23M
Entries
312
Net bought (estimate)
+US$65.88M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 65
  • Sold out 6
  • Cut 80
  • Added 133
  • Corporate actions 2
  • Unchanged 34

Largest holdings

312 stocks worth US$1.8B, options and bonds left out.

StockThis quarterValueWeight
SPDR SERIES TRUSTST STR P500ETFAddedUS$531.2M29.58%
PGIM ETF TRAAA CLO ETFNewUS$149.81M8.34%
VICTORY PORTFOLIOS IICORE PLUS BD ETFCutUS$89.15M4.96%
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETFCutUS$68.42M3.81%
DIMENSIONAL ETF TRUSTUS EQUI MARK ETFCutUS$63.61M3.54%
SPDR SERIES TRUSTST STR P400MIDAddedUS$52.33M2.91%
IVVISHARES TRCORE S&P500 ETFAddedUS$51.87M2.89%
ISHARES TRMSCI USA MMENTMCutUS$45.29M2.52%
ISHARES TRMSCI USA QLT FCTCutUS$41.75M2.33%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTAddedUS$33.09M1.84%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.