1900 WEALTH MANAGEMENT LLC
Q2 2025 13F Holdings
- Locationsan antonio, TX
- Num holdings
214
- Value ($000)
$1,322,312
- Date Filed07/21/2025
- Form type13F-HR
- CIK0001791996
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $386.56 M | 29 % | 5,317,895 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $103.85 M | 8 % | 2,046,337 | ||
UBND VICTORY PORTFOLIOS II | CORE INTRMEDIATE | 92647X863 | $89.13 M | 7 % | 4,078,975 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $51.38 M | 4 % | 766,624 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $44.60 M | 3 % | 71,824 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $39.82 M | 3 % | 802,131 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $35.46 M | 3 % | 193,983 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $34.08 M | 3 % | 626,762 | ||
MTUM ISHARES TR | MSCI USA MMENTM | 46432F396 | $32.53 M | 3 % | 135,378 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $26.24 M | 2 % | 460,205 |
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