1834 INVESTMENT ADVISORS CO

Q4 2025 13F Holdings

  • Location
    milwaukee, WI
  • Num holdings

    204

  • Value ($000)

    $797,090

  • Date Filed
    01/29/2026
  • Form type
    13F-HR
  • CIK
    0001138486
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVW

ISHARES TR

S&P 500 GRWT ETF
$43.13M
5 %

349,945

VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$40.08M
5 %

682,464

VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$32.51M
4 %

407,772

IVE

ISHARES TR

S&P 500 VAL ETF
$29.35M
4 %

138,396

AAPL

APPLE INC

COM
$25.23M
3 %

92,806

VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$24.4M
3 %

291,325

MSFT

MICROSOFT CORP

COM
$23.61M
3 %

48,814

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$22.72M
3 %

36,225

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$20.98M
3 %

350,111

SPYV

SPDR SERIES TRUST

STATE STREET SPD
$17.11M
2 %

301,112

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