1900 WEALTH MANAGEMENT LLC
Filing Date
Global Rank
#4,695
/ 8,603
▲ 348
· as of Mar 2026
Top Industry
Software - Application
11.5%
3Y Alpha vs SPY
-4.2%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.0%
SPY
+76.5%
Annualised alpha
-4.1%
Max drawdown
−20.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
131 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.1%
−0.7 pts
Top 5
33.1%
+2.2 pts
Top 10
47.9%
+2.7 pts
HHI
318
Diversified+17
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.2% | $46,528,471 |
| Financial Services | 16.6% | $26,415,772 |
| Energy | 12.1% | $19,233,634 |
| Industrials | 11.6% | $18,519,673 |
| Consumer Cyclical | 8.7% | $13,825,728 |
| Healthcare | 7.2% | $11,499,255 |
| Unclassified | 5.3% | $8,485,618 |
| Consumer Defensive | 4.7% | $7,563,932 |
| Communication Services | 3.1% | $4,929,136 |
| Basic Materials | 1.1% | $1,826,148 |
| Utilities | 0.4% | $569,350 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| 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 | $792,231 | |
| TSLA | Tesla, Inc. | +382 | 6,429 | $2,389,980 | |
| EFX | Equifax Inc | +380 | 4,791 | $862,715 | |
| IBM | International Business Machines Corp | +375 | 1,150 | $278,748 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
131 positions ·
$159,396,717 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 131 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 30,430 | $14,582,056 | 9.15% | |
| IDCC |
InterDigital, Inc.
Technology
|
Reduced | 45,029 | $13,598,758 | 8.53% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 36,594 | $9,287,191 | 5.83% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Added | 17,440 | $8,276,326 | 5.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,725 | $6,974,896 | 4.38% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,838 | $5,492,582 | 3.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 26,020 | $5,419,185 | 3.40% | |
| CSW |
Csw Industrials, Inc.
Industrials
|
Held | 18,272 | $4,761,317 | 2.99% | |
| ET |
Energy Transfer LP
Energy
|
Added | 206,401 | $3,983,539 | 2.50% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 5,555 | $3,935,495 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 12,243 | $3,520,597 | 2.21% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 15,212 | $2,652,972 | 1.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 6,429 | $2,389,980 | 1.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 7,448 | $2,190,903 | 1.37% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,924 | $2,143,047 | 1.34% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,409 | $2,055,495 | 1.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,107 | $1,679,641 | 1.05% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 12,567 | $1,561,826 | 0.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 6,596 | $1,434,564 | 0.90% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 3,602 | $1,428,120 | 0.90% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,546 | $1,373,983 | 0.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,485 | $1,365,858 | 0.86% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 5,384 | $1,308,742 | 0.82% | |
| ETSY |
Etsy Inc
Consumer Cyclical
|
Held | 26,030 | $1,300,979 | 0.82% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,168 | $1,295,372 | 0.81% | |
| CFR |
Cullen/Frost Bankers, Inc.
Financial Services
|
Reduced | 9,073 | $1,243,726 | 0.78% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,971 | $1,235,399 | 0.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,544 | $1,197,694 | 0.75% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Reduced | 1,948 | $1,146,748 | 0.72% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,911 | $1,142,664 | 0.72% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 6,795 | $1,123,485 | 0.70% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
Held | 8,602 | $1,011,681 | 0.63% | |
| LUV |
Southwest Airlines Co
Industrials
|
Added | 26,854 | $1,008,904 | 0.63% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 741 | $978,735 | 0.61% | |
| EOG |
Eog Resources Inc
Energy
|
NEW | 6,710 | $970,064 | 0.61% | |
| NVS |
Novartis AG
Healthcare
|
Added | 6,153 | $939,870 | 0.59% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,579 | $889,450 | 0.56% | |
| EFX |
Equifax Inc
Industrials
|
Added | 4,791 | $862,715 | 0.54% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 855 | $851,947 | 0.53% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 6,161 | $837,711 | 0.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,449 | $836,333 | 0.52% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 6,719 | $808,228 | 0.51% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 3,342 | $792,231 | 0.50% | |
| SHEL |
Shell plc
Energy
|
Added | 8,432 | $784,176 | 0.49% | |
| SBR |
Sabine Royalty Trust
Energy
|
Added | 10,267 | $773,515 | 0.49% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 9,587 | $763,221 | 0.48% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,255 | $761,829 | 0.48% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 21,530 | $721,900 | 0.45% | |
| GE |
General Electric Co
Industrials
|
Added | 2,528 | $717,370 | 0.45% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 2,968 | $710,539 | 0.45% |