1900 WEALTH MANAGEMENT LLC

CIK

1791996

Location

SAN ANTONIO, TX

Portfolio Value

Small $166,692,052

Diversification

Diversified

Filing Date

Global Rank

#4,620 / 8,622 ▲ 344 · as of Mar 2026

Top Industry

Software - Application 11.0%

3Y Alpha vs SPY

-2.7%

Period ended 4 months ago

Filed Apr 17, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.8%

SPY

+67.9%

Annualised alpha

-2.7%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

132 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−0.7 pts

Top 5

31.6%

+1.8 pts

Top 10

47.6%

+2.9 pts

HHI

308

Diversified+17

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.2%	$46,956,501	29
Financial Services	15.8%	$26,415,772	19
Energy	15.7%	$26,137,778	14
Industrials	11.1%	$18,482,834	20
Consumer Cyclical	8.3%	$13,825,728	8
Healthcare	6.9%	$11,499,255	17
Unclassified	5.1%	$8,485,618	4
Consumer Defensive	4.5%	$7,563,932	11
Communication Services	3.0%	$4,929,136	4
Basic Materials	1.1%	$1,826,148	4
Utilities	0.3%	$569,350	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABEV	Ambev S.A.	+43,758	152,614	$445,632
BRK-B	Berkshire Hathaway Inc	+25,081	30,430	$14,582,056
KMI	Kinder Morgan, Inc.	+7,182	21,530	$721,900
T	At&T Inc.	+5,970	20,880	$605,311
SBR	Sabine Royalty Trust	+4,359	10,267	$773,515
WMB	Williams Companies, Inc.	+4,172	8,032	$584,568
ICLR	Icon PLC	+3,314	5,744	$635,631
RTX	RTX Corp	+2,407	3,681	$710,064
PFE	Pfizer Inc	+1,617	22,975	$645,138
GE	General Electric Co	+1,474	2,528	$717,370
NKE	NIKE, Inc.	+1,245	8,708	$459,956
NVO	Novo Nordisk A S	+1,122	7,465	$274,338
XOM	ExxonMobil Holdings Corp	+1,099	40,694	$6,904,144
MCD	Mcdonalds Corp	+1,070	4,168	$1,295,372
KKR	KKR & Co. Inc.	+1,033	2,741	$253,542
PG	PROCTER & GAMBLE Co	+941	7,911	$1,142,664
PEP	Pepsico Inc	+597	3,492	$542,272
MU	Micron Technology Inc	+557	2,255	$761,829
NAK	Northern Dynasty Minerals Ltd	+513	11,013	$15,418
ANET	Arista Networks, Inc.	+506	4,782	$587,133
DIS	Walt Disney Co	+499	2,843	$274,008
MSFT	Microsoft Corp	+426	14,838	$5,492,582
HON	Honeywell International Inc	+406	3,342	$755,392
TSLA	Tesla, Inc.	+382	6,429	$2,389,980
EFX	Equifax Inc	+380	4,791	$862,715
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−2,176	6,161	$837,711
NVDA	Nvidia Corp	−1,843	15,212	$2,652,972
TRMB	Trimble Inc.	−1,504	8,759	$571,349
AVGO	Broadcom Inc.	−1,478	6,924	$2,143,047
KO	Coca Cola Co	−1,369	6,811	$517,976
ABT	Abbott Laboratories	−1,328	3,707	$380,597
JPM	Jpmorgan Chase & Co	−1,322	7,448	$2,190,903
AMZN	Amazon Com Inc	−1,265	26,020	$5,419,185
EMR	Emerson Electric Co	−973	2,363	$309,600
ABBV	AbbVie Inc.	−774	6,596	$1,434,564
CFR	Cullen/Frost Bankers, Inc.	−643	9,073	$1,243,726
AAPL	Apple Inc.	−590	36,594	$9,287,191
ORCL	Oracle Corp	−506	4,322	$635,809
ADP	Automatic Data Processing Inc	−456	1,561	$317,163
HD	Home Depot, Inc.	−415	5,107	$1,679,641
ADBE	Adobe Inc.	−398	5,384	$1,308,742
DHR	Danaher Corp /De/	−383	2,127	$403,279
MRK	Merck & Co., Inc.	−375	6,719	$808,228
GOOGL	Alphabet Inc.	−320	12,243	$3,520,597
WFC	Wells Fargo & Company/Mn	−305	9,587	$763,221
MLM	Martin Marietta Materials Inc	−300	1,948	$1,146,748
ADSK	Autodesk, Inc.	−294	2,968	$710,539
META	Meta Platforms, Inc.	−256	925	$529,220
ROK	Rockwell Automation, Inc	−248	1,219	$437,474
CDNS	Cadence Design Systems Inc	−220	1,158	$321,773
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
EOG	Eog Resources Inc	6,710	$970,064
COP	Conocophillips	4,479	$591,228
INFQ	Infleqtion, Inc.	47,914	$470,036
GEV	GE Vernova Inc.	517	$451,289
FITB	Fifth Third Bancorp	7,843	$364,385
TRV	Travelers Companies, Inc.	1,114	$324,931
FCX	Freeport-Mcmoran Inc	5,274	$310,005
BMY	Bristol Myers Squibb Co	4,445	$269,589
TJX	Tjx Companies Inc /De/	1,684	$268,934
MRSH	Marsh & Mclennan Companies, Inc.	1,506	$261,215
JCI	Johnson Controls International plc	1,899	$248,674
BP	Bp PLC	5,086	$239,042
AKAM	Akamai Technologies Inc	2,068	$237,509
SYK	Stryker Corp	712	$233,956
AMAT	Applied Materials Inc /De	680	$232,417
VLO	Valero Energy Corp/Tx	856	$211,500
MMM	3M Co	1,432	$207,969
PCG	PG&E Corp	10,323	$181,375
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	1,992	$366,926
BAC	Bank Of America Corp /De/	6,408	$352,440
INTC	Intel Corp	9,221	$340,254
BX	Blackstone Inc.	1,757	$270,823
SUN	Sunoco LP	4,508	$236,264
FTI	TechnipFMC plc	4,822	$214,868
KMB	Kimberly Clark Corp	2,104	$212,272
MS	Morgan Stanley	1,172	$208,065
WCN	Waste Connections, Inc.	1,180	$206,924
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

132 tracked positions · $166,692,052 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 132 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	30,430	+25,081	$14,582,056	+442.4%	8.75%
IDCC	InterDigital, Inc. Technology	Reduced	45,029	-7	$13,598,758	−5.2%	8.16%
AAPL	Apple Inc. Technology	Reduced	36,594	-590	$9,287,191	−8.1%	5.57%
TPL	Texas Pacific Land Corp Energy	Added	17,440	+7	$8,276,326	+65.3%	4.97%
SPY	Spdr S&P 500 ETF Trust	Added	10,725	+15	$6,974,896	−4.5%	4.18%
XOM	ExxonMobil Holdings Corp Energy	Added	40,694	+1,099	$6,904,144	+44.9%	4.14%
MSFT	Microsoft Corp Technology	Added	14,838	+426	$5,492,582	−21.2%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,020	-1,265	$5,419,185	−14.0%	3.25%
CSW	Csw Industrials, Inc. Industrials	Held	18,272	0	$4,761,317	−11.2%	2.86%
ET	Energy Transfer LP Energy	Added	206,401	+104	$3,983,539	+17.1%	2.39%
CAT	Caterpillar Inc Industrials	Added	5,555	+38	$3,935,495	+24.5%	2.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,243	-320	$3,520,597	−10.5%	2.11%
NVDA	Nvidia Corp Technology	Reduced	15,212	-1,843	$2,652,972	−16.6%	1.59%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,429	+382	$2,389,980	−12.1%	1.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,448	-1,322	$2,190,903	−22.5%	1.31%
AVGO	Broadcom Inc. Technology	Reduced	6,924	-1,478	$2,143,047	−26.3%	1.29%
JNJ	Johnson & Johnson Healthcare	Added	8,409	+190	$2,055,495	+20.8%	1.23%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,107	-415	$1,679,641	−11.6%	1.01%
WMT	Walmart Inc. Consumer Defensive	Added	12,567	+20	$1,561,826	+11.7%	0.94%
ABBV	AbbVie Inc. Healthcare	Reduced	6,596	-774	$1,434,564	−14.8%	0.86%
SNPS	Synopsys Inc Technology	Reduced	3,602	-25	$1,428,120	−16.2%	0.86%
V	Visa Inc. Financial Services	Reduced	4,546	-199	$1,373,983	−17.4%	0.82%
LLY	ELI LILLY & Co Healthcare	Added	1,485	+90	$1,365,858	−8.9%	0.82%
ADBE	Adobe Inc. Technology	Reduced	5,384	-398	$1,308,742	−35.3%	0.79%
ETSY	Etsy Inc Consumer Cyclical	Held	26,030	0	$1,300,979	−9.8%	0.78%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,168	+1,070	$1,295,372	+36.8%	0.78%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	9,073	-643	$1,243,726	+1.1%	0.75%
CVX	Chevron Corp Energy	Reduced	5,971	-91	$1,235,399	+33.7%	0.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,544	+35	$1,197,694	+12.3%	0.72%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	1,948	-300	$1,146,748	−18.1%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,911	+941	$1,142,664	+14.4%	0.69%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,795	+19	$1,123,485	+3.4%	0.67%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Held	8,602	0	$1,011,681	+0.3%	0.61%
LUV	Southwest Airlines Co Industrials	Added	26,854	+13	$1,008,904	−9.1%	0.61%
ASML	Asml Holding NV Technology	Reduced	741	-138	$978,735	+4.1%	0.59%
EOG	Eog Resources Inc Energy	NEW	6,710	NEW	$970,064	NEW	0.58%
NVS	Novartis AG Healthcare	Added	6,153	+247	$939,870	+15.4%	0.56%
DE	Deere & Co Industrials	Reduced	1,579	-5	$889,450	+20.6%	0.53%
EFX	Equifax Inc Industrials	Added	4,791	+380	$862,715	−9.9%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	855	+296	$851,947	+76.7%	0.51%
GLW	Corning Inc /Ny Technology	Reduced	6,161	-2,176	$837,711	+14.8%	0.50%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,449	-23	$836,333	−7.5%	0.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,719	-375	$808,228	+8.2%	0.48%
SHEL	Shell plc Energy	Added	8,432	+56	$784,176	+27.4%	0.47%
SBR	Sabine Royalty Trust Energy	Added	10,267	+4,359	$773,515	+90.9%	0.46%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	9,587	-305	$763,221	−17.2%	0.46%
MU	Micron Technology Inc Technology	Added	2,255	+557	$761,829	+57.2%	0.46%
HON	Honeywell International Inc Industrials	Added	3,342	+406	$755,392	+31.9%	0.45%
KMI	Kinder Morgan, Inc. Energy	Added	21,530	+7,182	$721,900	+83.0%	0.43%
GE	General Electric Co Industrials	Added	2,528	+1,474	$717,370	+121.0%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.