1900 Wealth Management LLC

13F filer · CIK 0001791996

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$1.8BU.S. long equity reported on 13F

Positions18851 new · 5 closed

Net flow last quarter+$46.9MBuys minus sells

Top 10 positions weight8.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026188 positions
SPMDSupermedia Inc.	$52.3M	2.91%	Not reported	+2.4%	Q3 2023
BRK.BBerkshire Hathaway Inc	$15.5M	0.86%	Not reported	+1.9%	Q4 2020
INFQInfleqtion, Inc.	$14.3M	0.80%	0.48%	+2143.6%	Q1 2026
IDCCInterDigital, Inc.	$13.2M	0.74%	0.18%	+3.6%	Q3 2023
FNDFSchwab Strategic Trust	$12.9M	0.72%	Not reported	+0.1%	Q4 2020
AAPLApple Inc.	$11.9M	0.66%	0.00%	+12.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$8.02M	0.45%	Not reported	+0.2%	Q4 2020
TPLTexas Pacific Land Corp	$7.65M	0.43%	0.03%	+0.3%	Q4 2020
AMZNAmazon Com Inc	$6.97M	0.39%	0.00%	+12.5%	Q4 2020
CATCaterpillar Inc	$6.67M	0.37%	0.00%	+12.8%	Q4 2020
MSFTMicrosoft Corp	$6.26M	0.35%	0.00%	+13.1%	Q4 2020
GOOGAlphabet Inc.	$6.12M	0.34%	Not reported	+15.8%	Q4 2020
BRK.ABerkshire Hathaway Inc	$5.99M	0.33%	Not reported	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$5.99M	0.33%	0.00%	+7.6%	Q4 2020
CSWCSW Industrials, Inc.	$5.09M	0.28%	0.11%	Not reported	Q1 2021
NVDANvidia Corp	$4.98M	0.28%	0.00%	+63.5%	Q3 2023
GOOGLAlphabet Inc.	$4.71M	0.26%	0.00%	+7.6%	Q1 2021
ETEnergy Transfer LP	$3.95M	0.22%	0.01%	+0.2%	Q4 2020
AVGOBroadcom Inc.	$3.53M	0.20%	0.00%	+34.9%	Q2 2023
PBProsperity Bancshares Inc	$3.34M	0.19%	0.05%	Not reported	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.9M	0.16%	Not reported	-2.7%	Q4 2020
JPMJPMorgan Chase & Co	$2.73M	0.15%	0.00%	+12.2%	Q1 2021
MUMicron Technology Inc	$2.62M	0.15%	0.00%	+0.6%	Q2 2024
TSLATesla, Inc.	$2.6M	0.14%	0.00%	-3.8%	Q2 2023
LLYELI LILLY & Co	$2.58M	0.14%	0.00%	+45.1%	Q4 2022
HDHome Depot, Inc.	$2.15M	0.12%	0.00%	+19.6%	Q4 2020
JNJJohnson & Johnson	$2.13M	0.12%	0.00%	-0.1%	Q4 2020
VVisa Inc.	$1.92M	0.11%	0.00%	+23.1%	Q4 2021
SNPSSynopsys Inc	$1.73M	0.10%	0.00%	+7.7%	Q1 2021
MCDMcdonalds Corp	$1.68M	0.09%	0.00%	+48.8%	Q4 2020
WMTWalmart Inc.	$1.66M	0.09%	0.00%	+16.6%	Q1 2021
ABBVAbbVie Inc.	$1.66M	0.09%	0.00%	-0.2%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.54M	0.09%	0.00%	-8.9%	Q1 2022
GLWCorning Inc	$1.49M	0.08%	0.00%	-5.4%	Q4 2025
ASMLAsml Holding NV	$1.47M	0.08%	0.00%	Not reported	Q1 2022
GSGoldman Sachs Group Inc	$1.45M	0.08%	0.00%	+72.6%	Q1 2021
CFRCullen/Frost Bankers, Inc.	$1.4M	0.08%	0.01%	0.0%	Q4 2020
LUVSouthwest Airlines Co	$1.39M	0.08%	0.01%	+0.7%	Q1 2021
PGPROCTER & GAMBLE Co	$1.31M	0.07%	0.00%	+12.6%	Q4 2020
CVXChevron Corp	$1.31M	0.07%	0.00%	+31.9%	Q4 2020
PHMPultegroup Inc	$1.28M	0.07%	0.00%	+8.6%	Q1 2021
PMPhilip Morris International Inc.	$1.28M	0.07%	0.00%	+4.1%	Q4 2020
COSTCostco Wholesale Corp	$1.17M	0.07%	0.00%	+46.1%	Q1 2022
ADBEAdobe Inc.	$1.16M	0.06%	0.00%	+5.3%	Q4 2021
RTXRTX Corp	$1.15M	0.06%	0.00%	+65.2%	Q4 2021
METAMeta Platforms, Inc.	$1.14M	0.06%	Not reported	+119.1%	Q4 2020
MLMMartin Marietta Materials Inc	$1.12M	0.06%	0.00%	+0.1%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$1.07M	0.06%	Not reported	Not reported	Q4 2020
DEDeere & Co	$1.06M	0.06%	0.00%	+6.3%	Q4 2020
WFCWells Fargo & Company	$1.06M	0.06%	0.00%	+33.5%	Q1 2021

Q1 2026Reported Apr 17, 2026141 positions
SPMDSupermedia Inc.	$44.8M	2.88%	Not reported	+1.8%	Q3 2023
BRK.BBerkshire Hathaway Inc	$14.6M	0.94%	Not reported	+468.9%	Q4 2020
IDCCInterDigital, Inc.	$13.6M	0.87%	0.17%	0.0%	Q3 2023
FNDFSchwab Strategic Trust	$11.9M	0.77%	Not reported	Not reported	Q4 2020
AAPLApple Inc.	$9.29M	0.60%	0.00%	-1.6%	Q4 2020
TPLTexas Pacific Land Corp	$8.28M	0.53%	0.03%	0.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$6.98M	0.45%	Not reported	+0.1%	Q4 2020
XOMExxonMobil Holdings Corp	$6.9M	0.44%	0.00%	+2.8%	Q4 2020
BRK.ABerkshire Hathaway Inc	$5.75M	0.37%	Not reported	Not reported	Q2 2024
MSFTMicrosoft Corp	$5.49M	0.35%	0.00%	+3.0%	Q4 2020
AMZNAmazon Com Inc	$5.42M	0.35%	0.00%	-4.6%	Q4 2020
CSWCSW Industrials, Inc.	$4.76M	0.31%	0.11%	Not reported	Q1 2021
GOOGAlphabet Inc.	$4.29M	0.28%	Not reported	+0.7%	Q4 2020
ETEnergy Transfer LP	$3.98M	0.26%	0.01%	+0.1%	Q4 2020
CATCaterpillar Inc	$3.94M	0.25%	0.00%	+0.7%	Q4 2020
GOOGLAlphabet Inc.	$3.52M	0.23%	0.00%	-2.6%	Q1 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.79M	0.18%	Not reported	+7.0%	Q4 2020
NVDANvidia Corp	$2.65M	0.17%	0.00%	-10.8%	Q3 2023
TSLATesla, Inc.	$2.39M	0.15%	0.00%	+6.3%	Q2 2023
JPMJPMorgan Chase & Co	$2.19M	0.14%	0.00%	-15.1%	Q1 2021
AVGOBroadcom Inc.	$2.14M	0.14%	0.00%	-17.6%	Q2 2023
JNJJohnson & Johnson	$2.06M	0.13%	0.00%	+2.3%	Q4 2020
HDHome Depot, Inc.	$1.68M	0.11%	0.00%	-7.5%	Q4 2020
WMTWalmart Inc.	$1.56M	0.10%	0.00%	+0.2%	Q1 2021
ABBVAbbVie Inc.	$1.43M	0.09%	0.00%	-10.5%	Q4 2021
SNPSSynopsys Inc	$1.43M	0.09%	0.00%	-0.7%	Q1 2021
VVisa Inc.	$1.37M	0.09%	0.00%	-4.2%	Q4 2021
LLYELI LILLY & Co	$1.37M	0.09%	0.00%	+6.5%	Q4 2022
ADBEAdobe Inc.	$1.31M	0.08%	0.00%	-6.9%	Q4 2021
ETSYEtsy Inc	$1.3M	0.08%	0.03%	Not reported	Q4 2020
MCDMcdonalds Corp	$1.3M	0.08%	0.00%	+34.5%	Q4 2020
CFRCullen/Frost Bankers, Inc.	$1.24M	0.08%	0.01%	-6.6%	Q4 2020
CVXChevron Corp	$1.24M	0.08%	0.00%	-1.5%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.2M	0.08%	0.00%	+1.0%	Q1 2022
MLMMartin Marietta Materials Inc	$1.15M	0.07%	0.00%	-13.4%	Q1 2021
PGPROCTER & GAMBLE Co	$1.14M	0.07%	0.00%	+13.5%	Q4 2020
PMPhilip Morris International Inc.	$1.12M	0.07%	0.00%	+0.3%	Q4 2020
PHMPultegroup Inc	$1.01M	0.06%	0.00%	Not reported	Q1 2021
LUVSouthwest Airlines Co	$1.01M	0.06%	0.01%	+0.1%	Q1 2021
ASMLAsml Holding NV	$979K	0.06%	0.00%	-15.7%	Q1 2022
EOGEog Resources Inc	$970K	0.06%	0.00%	Not reported	Q4 2022
NVSNovartis AG	$940K	0.06%	0.00%	+4.2%	Q4 2020
DEDeere & Co	$890K	0.06%	0.00%	-0.3%	Q4 2020
EFXEquifax Inc	$863K	0.06%	0.00%	+8.6%	Q1 2021
COSTCostco Wholesale Corp	$852K	0.05%	0.00%	+53.0%	Q1 2022
GLWCorning Inc	$838K	0.05%	0.00%	-26.1%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$836K	0.05%	Not reported	-1.6%	Q4 2020
MRKMerck & Co., Inc.	$810K	0.05%	0.00%	-5.3%	Q4 2020
SHELShell plc	$784K	0.05%	0.00%	+0.7%	Q1 2022
SBRSabine Royalty Trust	$773K	0.05%	Not reported	+73.8%	Q4 2021

Q4 2025Reported Jan 20, 2026132 positions
SPMDSupermedia Inc.	$43.1M	2.76%	Not reported	+7.5%	Q3 2023
IDCCInterDigital, Inc.	$14.3M	0.92%	0.18%	Not reported	Q3 2023
FNDFSchwab Strategic Trust	$11M	0.71%	Not reported	-0.5%	Q4 2020
AAPLApple Inc.	$10.1M	0.65%	0.00%	+21.2%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$7.31M	0.47%	Not reported	+1.0%	Q4 2020
MSFTMicrosoft Corp	$6.97M	0.45%	0.00%	+11.2%	Q4 2020
AMZNAmazon Com Inc	$6.3M	0.40%	0.00%	+8.4%	Q4 2020
BRK.ABerkshire Hathaway Inc	$6.04M	0.39%	Not reported	Not reported	Q2 2024
CSWCSW Industrials, Inc.	$5.36M	0.34%	0.11%	Not reported	Q1 2021
TPLTexas Pacific Land Corp	$5.01M	0.32%	0.03%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$4.76M	0.31%	0.00%	+0.4%	Q4 2020
GOOGAlphabet Inc.	$4.66M	0.30%	Not reported	+32.0%	Q4 2020
GOOGLAlphabet Inc.	$3.93M	0.25%	0.00%	+32.4%	Q1 2021
ETEnergy Transfer LP	$3.4M	0.22%	0.01%	+0.1%	Q4 2020
NVDANvidia Corp	$3.18M	0.20%	0.00%	+89.8%	Q3 2023
CATCaterpillar Inc	$3.16M	0.20%	0.00%	0.0%	Q4 2020
AVGOBroadcom Inc.	$2.91M	0.19%	0.00%	+50.0%	Q2 2023
JPMJPMorgan Chase & Co	$2.83M	0.18%	0.00%	-5.7%	Q1 2021
TSLATesla, Inc.	$2.72M	0.17%	0.00%	+353.0%	Q2 2023
BRK.BBerkshire Hathaway Inc	$2.69M	0.17%	Not reported	+3.4%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.53M	0.16%	Not reported	-8.4%	Q4 2020
ADBEAdobe Inc.	$2.02M	0.13%	0.00%	+7.3%	Q4 2021
HDHome Depot, Inc.	$1.9M	0.12%	0.00%	+8.8%	Q4 2020
SNPSSynopsys Inc	$1.7M	0.11%	0.00%	+2.9%	Q1 2021
JNJJohnson & Johnson	$1.7M	0.11%	0.00%	+45.6%	Q4 2020
ABBVAbbVie Inc.	$1.68M	0.11%	0.00%	+47.3%	Q4 2021
VVisa Inc.	$1.66M	0.11%	0.00%	+17.5%	Q4 2021
LLYELI LILLY & Co	$1.5M	0.10%	0.00%	+27.1%	Q4 2022
ETSYEtsy Inc	$1.44M	0.09%	0.03%	-2.1%	Q4 2020
MLMMartin Marietta Materials Inc	$1.4M	0.09%	0.00%	+17.1%	Q1 2021
WMTWalmart Inc.	$1.4M	0.09%	0.00%	+8.1%	Q1 2021
CFRCullen/Frost Bankers, Inc.	$1.23M	0.08%	0.02%	+9.2%	Q4 2020
LUVSouthwest Airlines Co	$1.11M	0.07%	0.01%	Not reported	Q1 2021
PMPhilip Morris International Inc.	$1.09M	0.07%	0.00%	+6.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.07M	0.07%	0.00%	-14.7%	Q1 2022
PHMPultegroup Inc	$1.01M	0.06%	0.00%	Not reported	Q1 2021
PGPROCTER & GAMBLE Co	$999K	0.06%	0.00%	+1.9%	Q4 2020
ADSKAutodesk, Inc.	$966K	0.06%	0.00%	+3.0%	Q4 2020
EFXEquifax Inc	$957K	0.06%	0.00%	+3.2%	Q1 2021
MCDMcdonalds Corp	$947K	0.06%	0.00%	+5.8%	Q4 2020
ORCLOracle Corp	$941K	0.06%	0.00%	+23.8%	Q4 2020
ASMLAsml Holding NV	$940K	0.06%	0.00%	+13.0%	Q1 2022
CVXChevron Corp	$924K	0.06%	0.00%	+6.4%	Q4 2020
WFCWells Fargo & Company	$922K	0.06%	0.00%	+2.8%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$904K	0.06%	Not reported	-5.5%	Q4 2020
TMOThermo Fisher Scientific Inc.	$822K	0.05%	0.00%	+30.0%	Q4 2021
NVSNovartis AG	$814K	0.05%	0.00%	+0.2%	Q4 2020
TRMBTrimble Inc.	$804K	0.05%	0.00%	+17.1%	Q4 2021
METAMeta Platforms, Inc.	$780K	0.05%	Not reported	+31.8%	Q4 2020
MRKMerck & Co., Inc.	$749K	0.05%	0.00%	+20.2%	Q4 2020

Q3 2025Reported Oct 17, 2025124 positions
SPMDSupermedia Inc.	$39.6M	2.68%	Not reported	+10.4%	Q3 2023
FNDFSchwab Strategic Trust	$10.5M	0.71%	Not reported	-0.2%	Q4 2020
AAPLApple Inc.	$7.81M	0.53%	0.00%	-4.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$7.07M	0.48%	Not reported	+34.8%	Q4 2020
MSFTMicrosoft Corp	$6.72M	0.46%	0.00%	+26.8%	Q4 2020
BRK.ABerkshire Hathaway Inc	$6.03M	0.41%	Not reported	Not reported	Q2 2024
AMZNAmazon Com Inc	$5.53M	0.37%	0.00%	+8.2%	Q4 2020
TPLTexas Pacific Land Corp	$5.43M	0.37%	0.03%	-9.4%	Q4 2020
XOMExxonMobil Holdings Corp	$4.45M	0.30%	0.00%	+14.1%	Q4 2020
CSWCSW Industrials, Inc.	$4.44M	0.30%	0.11%	Not reported	Q1 2021
ETEnergy Transfer LP	$3.54M	0.24%	0.01%	+1.9%	Q4 2020
JPMJPMorgan Chase & Co	$2.93M	0.20%	0.00%	-5.5%	Q1 2021
GOOGAlphabet Inc.	$2.74M	0.19%	Not reported	-1.7%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.71M	0.18%	Not reported	-5.1%	Q4 2020
CATCaterpillar Inc	$2.63M	0.18%	0.00%	+56.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.6M	0.18%	Not reported	+0.2%	Q4 2020
GOOGLAlphabet Inc.	$2.31M	0.16%	0.00%	+15.3%	Q1 2021
HDHome Depot, Inc.	$2.06M	0.14%	0.00%	+33.5%	Q4 2020
ADBEAdobe Inc.	$1.9M	0.13%	0.00%	+287.6%	Q4 2021
AVGOBroadcom Inc.	$1.85M	0.13%	0.00%	+60.0%	Q2 2023
ETSYEtsy Inc	$1.76M	0.12%	0.03%	-3.5%	Q4 2020
SNPSSynopsys Inc	$1.74M	0.12%	0.00%	+0.3%	Q1 2021
NVDANvidia Corp	$1.68M	0.11%	0.00%	+25.8%	Q3 2023
VVisa Inc.	$1.38M	0.09%	0.00%	-6.4%	Q4 2021
MLMMartin Marietta Materials Inc	$1.21M	0.08%	0.00%	Not reported	Q1 2021
WMTWalmart Inc.	$1.2M	0.08%	0.00%	+16.6%	Q1 2021
ABBVAbbVie Inc.	$1.16M	0.08%	0.00%	+49.2%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.15M	0.08%	0.00%	-4.8%	Q1 2022
PHMPultegroup Inc	$1.14M	0.08%	0.00%	Not reported	Q1 2021
CFRCullen/Frost Bankers, Inc.	$1.13M	0.08%	0.01%	-0.9%	Q4 2020
ORCLOracle Corp	$1.1M	0.07%	0.00%	+0.7%	Q4 2020
EFXEquifax Inc	$1.1M	0.07%	0.00%	Not reported	Q1 2021
PGPROCTER & GAMBLE Co	$1.05M	0.07%	0.00%	+63.1%	Q4 2020
JNJJohnson & Johnson	$1.05M	0.07%	0.00%	+11.0%	Q4 2020
PMPhilip Morris International Inc.	$1.03M	0.07%	0.00%	+6.6%	Q4 2020
ADSKAutodesk, Inc.	$1.01M	0.07%	0.00%	-5.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$936K	0.06%	Not reported	+291.5%	Q4 2020
MCDMcdonalds Corp	$890K	0.06%	0.00%	+65.1%	Q4 2020
CVXChevron Corp	$885K	0.06%	0.00%	-14.5%	Q4 2020
LUVSouthwest Airlines Co	$857K	0.06%	0.01%	+0.3%	Q1 2021
LLYELI LILLY & Co	$838K	0.06%	0.00%	+117.0%	Q4 2022
WFCWells Fargo & Company	$806K	0.05%	0.00%	+5.9%	Q1 2021
FFINFirst Financial Bankshares Inc	$790K	0.05%	0.02%	+296.6%	Q2 2022
NVSNovartis AG	$756K	0.05%	0.00%	+0.3%	Q4 2020
ASMLAsml Holding NV	$753K	0.05%	0.00%	+2.4%	Q1 2022
NSCNorfolk Southern Corp	$735K	0.05%	0.00%	+0.4%	Q4 2023
DEDeere & Co	$717K	0.05%	0.00%	+41.3%	Q4 2020
TRMBTrimble Inc.	$715K	0.05%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$658K	0.04%	Not reported	+20.4%	Q4 2020
CORZCore Scientific, Inc./tx	$642K	0.04%	0.01%	+0.8%	Q2 2024

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