1900 WEALTH MANAGEMENT LLC

CIK 0001791996 • 6 13F filings • Apr 17, 2025 – Aug 4, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.20B214 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$569K	0.0%	4,289 SH
ABBVIE INC	COM	$783K	0.1%	3,739 SH
ADOBE INC	COM	$584K	0.0%	1,523 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.1%	11,268 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.1%	11,451 SH
ALPS ETF TR	EQUAL SEC ETF	$1.2M	0.1%	9,384 SH
ALTRIA GROUP INC	COM	$318K	0.0%	5,301 SH
AMAZON COM INC	COM	$4.9M	0.4%	25,814 SH
AMBEV SA	SPONSORED ADR	$254K	0.0%	108,856 SH
AMERICAN EXPRESS CO	COM	$319K	0.0%	1,184 SH
ANALOG DEVICES INC	COM	$201K	0.0%	999 SH
APPLE INC	COM	$8.0M	0.7%	35,889 SH
ARISTA NETWORKS INC	COM SHS	$329K	0.0%	4,240 SH
ASML HOLDING N V	N Y REGISTRY SHS	$512K	0.0%	773 SH
AT&T INC	COM	$418K	0.0%	14,767 SH
AUTODESK INC	COM	$877K	0.1%	3,350 SH
AUTOMATIC DATA PROCESSING IN	COM	$489K	0.0%	1,600 SH
BANK NEW YORK MELLON CORP	COM	$336K	0.0%	4,002 SH
BANK NOVA SCOTIA HALIFAX	COM	$431K	0.0%	9,096 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$6.4M	0.5%	8 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	0.2%	5,121 SH
BROADCOM INC	COM	$539K	0.0%	3,218 SH
CADENCE DESIGN SYSTEM INC	COM	$299K	0.0%	1,174 SH
CAPITAL SOUTHWEST CORP	COM	$408K	0.0%	18,272 SH
CATERPILLAR INC	COM	$1.2M	0.1%	3,526 SH
CHEVRON CORP NEW	COM	$1.2M	0.1%	7,212 SH
CME GROUP INC	COM	$490K	0.0%	1,846 SH
COCA COLA CO	COM	$423K	0.0%	5,913 SH
COMERICA INC	COM	$248K	0.0%	4,201 SH
CORE SCIENTIFIC INC NEW	COM	$257K	0.0%	35,511 SH
COSTCO WHSL CORP NEW	COM	$434K	0.0%	459 SH
CSW INDUSTRIALS INC	COM	$5.3M	0.4%	18,272 SH
CULLEN FROST BANKERS INC	COM	$1.1M	0.1%	8,969 SH
DANAHER CORPORATION	COM	$377K	0.0%	1,840 SH
DEERE & CO	COM	$522K	0.0%	1,112 SH
DIAGEO PLC	SPON ADR NEW	$337K	0.0%	3,219 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.8M	0.1%	68,100 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$5.1M	0.4%	128,406 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.5M	0.5%	209,417 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$453K	0.0%	16,298 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.7M	0.2%	81,367 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$46.3M	3.9%	766,051 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$22.4M	1.9%	542,562 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$8.0M	0.7%	134,671 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.8M	0.4%	93,413 SH
DISNEY WALT CO	COM	$209K	0.0%	2,118 SH
DUKE ENERGY CORP NEW	COM NEW	$278K	0.0%	2,276 SH
ELI LILLY & CO	COM	$462K	0.0%	560 SH
EMERSON ELEC CO	COM	$216K	0.0%	1,968 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$3.7M	0.3%	198,790 SH
EOG RES INC	COM	$260K	0.0%	2,026 SH
EQUIFAX INC	COM	$1.0M	0.1%	4,273 SH
ETSY INC	COM	$1.3M	0.1%	28,530 SH
EXXON MOBIL CORP	COM	$4.1M	0.3%	34,573 SH
FIRST FINL BANKSHARES INC	COM	$213K	0.0%	5,922 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$593K	0.0%	12,405 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$1.7M	0.1%	39,673 SH
FRANKLIN ELEC INC	COM	$314K	0.0%	3,350 SH
GLOBAL X FDS	GLOBX SUPDV US	$193K	0.0%	10,267 SH
GLOBAL X FDS	S&P 500 COVERED	$1.1M	0.1%	27,981 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$2.7M	0.2%	82,002 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$10.2M	0.8%	285,959 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$9.3M	0.8%	146,454 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$23.5M	2.0%	213,370 SH
GOLDMAN SACHS GROUP INC	COM	$425K	0.0%	777 SH
HOME DEPOT INC	COM	$1.5M	0.1%	4,013 SH
HONEYWELL INTL INC	COM	$564K	0.0%	2,664 SH
ICON PLC	SHS	$414K	0.0%	2,367 SH
IDEXX LABS INC	COM	$357K	0.0%	850 SH
INTUITIVE SURGICAL INC	COM NEW	$235K	0.0%	475 SH
INVESCO EXCH TRADED FD TR II	DORSEY WRGT SMLC	$1.3M	0.1%	16,230 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$6.7M	0.6%	292,239 SH
INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$1.6M	0.1%	53,371 SH
INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$1.0M	0.1%	16,428 SH
INVESCO EXCH TRD SLF IDX FD	BLOOMBERG PRICIN	$6.3M	0.5%	76,857 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$439K	0.0%	10,854 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$7.2M	0.6%	72,518 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$424K	0.0%	6,394 SH
ISHARES INC	CORE MSCI EMKT	$1.7M	0.1%	32,266 SH
ISHARES TR	0-3 MNTH TREASRY	$2.4M	0.2%	24,257 SH
ISHARES TR	CORE HIGH DV ETF	$1.3M	0.1%	10,791 SH
ISHARES TR	CORE S&P MCP ETF	$1.4M	0.1%	24,371 SH
ISHARES TR	CORE S&P SCP ETF	$5.4M	0.4%	51,378 SH
ISHARES TR	CORE S&P TTL STK	$13.6M	1.1%	111,571 SH
ISHARES TR	CORE S&P US GWT	$5.0M	0.4%	39,233 SH
ISHARES TR	CORE S&P US VLU	$1.3M	0.1%	14,581 SH
ISHARES TR	CORE S&P500 ETF	$39.2M	3.3%	69,763 SH
ISHARES TR	EAFE GRWTH ETF	$5.3M	0.4%	52,935 SH
ISHARES TR	IBDS DEC28 ETF	$521K	0.0%	20,640 SH
ISHARES TR	IBONDS 27 ETF	$519K	0.0%	21,466 SH
ISHARES TR	IBONDS DEC 29	$502K	0.0%	21,682 SH
ISHARES TR	IBONDS DEC2026	$517K	0.0%	21,344 SH
ISHARES TR	INTL SEL DIV ETF	$357K	0.0%	11,514 SH
ISHARES TR	MBS ETF	$494K	0.0%	5,269 SH
ISHARES TR	MSCI EAFE MIN VL	$640K	0.1%	8,216 SH
ISHARES TR	MSCI EMG MKT ETF	$248K	0.0%	5,676 SH
ISHARES TR	MSCI INTL MOMENT	$3.4M	0.3%	84,226 SH
ISHARES TR	MSCI INTL QUALTY	$7.5M	0.6%	188,684 SH
ISHARES TR	MSCI USA MIN VOL	$5.4M	0.4%	57,722 SH
ISHARES TR	MSCI USA MMENTM	$27.7M	2.3%	137,128 SH
ISHARES TR	MSCI USA QLT FCT	$33.3M	2.8%	194,773 SH
ISHARES TR	NATIONAL MUN ETF	$644K	0.1%	6,110 SH
ISHARES TR	RUS 1000 ETF	$16.1M	1.3%	52,349 SH
ISHARES TR	RUS 1000 GRW ETF	$7.6M	0.6%	21,019 SH
ISHARES TR	RUS 1000 VAL ETF	$3.7M	0.3%	19,770 SH
ISHARES TR	RUS MID CAP ETF	$2.0M	0.2%	23,683 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.1%	5,494 SH
ISHARES TR	RUSSELL 3000 ETF	$536K	0.0%	1,688 SH
ISHARES TR	S&P 100 ETF	$235K	0.0%	866 SH
ISHARES TR	S&P 500 GRWT ETF	$232K	0.0%	2,500 SH
ISHARES TR	SHRT NAT MUN ETF	$582K	0.0%	5,515 SH
ISHARES TR	USD INV GRDE ETF	$549K	0.0%	10,742 SH
ISHARES U S ETF TR	SHORT MATURITY M	$1.5M	0.1%	30,777 SH
J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	$4.9M	0.4%	49,100 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$362K	0.0%	6,339 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$27.2M	2.3%	543,162 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.1M	0.2%	41,685 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$104.2M	8.7%	2,055,797 SH
JOHNSON & JOHNSON	COM	$915K	0.1%	5,515 SH
JPMORGAN CHASE & CO.	COM	$3.2M	0.3%	13,218 SH
KINDER MORGAN INC DEL	COM	$400K	0.0%	14,006 SH
KROGER CO	COM	$276K	0.0%	4,079 SH
LOWES COS INC	COM	$240K	0.0%	1,027 SH
MARATHON PETE CORP	COM	$300K	0.0%	2,061 SH
MARTIN MARIETTA MATLS INC	COM	$913K	0.1%	1,909 SH
MASTERCARD INCORPORATED	CL A	$325K	0.0%	592 SH
MCDONALDS CORP	COM	$561K	0.0%	1,796 SH
MERCK & CO INC	COM	$438K	0.0%	4,877 SH
META PLATFORMS INC	CL A	$516K	0.0%	894 SH
METTLER TOLEDO INTERNATIONAL	COM	$313K	0.0%	265 SH
MICROSOFT CORP	COM	$4.6M	0.4%	12,290 SH
NIKE INC	CL B	$534K	0.0%	8,415 SH
NORFOLK SOUTHN CORP	COM	$577K	0.0%	2,435 SH
NORTHERN DYNASTY MINERALS LT	COM NEW	$12K	0.0%	10,500 SH
NOVARTIS AG	SPONSORED ADR	$650K	0.1%	5,831 SH
NOVO-NORDISK A S	ADR	$397K	0.0%	5,717 SH
NVIDIA CORPORATION	COM	$1.3M	0.1%	12,410 SH
ORACLE CORP	COM	$634K	0.1%	4,536 SH
PALO ALTO NETWORKS INC	COM	$465K	0.0%	2,724 SH
PEPSICO INC	COM	$336K	0.0%	2,239 SH
PFIZER INC	COM	$555K	0.0%	21,891 SH
PHILIP MORRIS INTL INC	COM	$929K	0.1%	5,852 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$216K	0.0%	2,150 SH
PIMCO ETF TR	INTER MUN BD ACT	$362K	0.0%	7,031 SH
PROCTER AND GAMBLE CO	COM	$721K	0.1%	4,231 SH
PULTE GROUP INC	COM	$884K	0.1%	8,602 SH
QUALCOMM INC	COM	$312K	0.0%	2,028 SH
REVVITY INC	COM	$344K	0.0%	3,250 SH
ROCKWELL AUTOMATION INC	COM	$325K	0.0%	1,257 SH
ROPER TECHNOLOGIES INC	COM	$601K	0.1%	1,020 SH
SABINE RTY TR	UNIT BEN INT	$399K	0.0%	5,908 SH
SALESFORCE INC	COM	$290K	0.0%	1,080 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$8.9M	0.7%	245,445 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.3M	0.3%	164,441 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$232K	0.0%	10,020 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.9M	0.2%	132,972 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	0.1%	46,226 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$750K	0.1%	17,922 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$314K	0.0%	1,592 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$286K	0.0%	1,957 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.1M	0.1%	5,184 SH
SHELL PLC	SPON ADS	$435K	0.0%	5,939 SH
SIMMONS 1ST NATL CORP	CL A $1 PAR	$966K	0.1%	47,063 SH
SOUTHWEST AIRLS CO	COM	$899K	0.1%	26,767 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.4M	0.4%	7,872 SH
SPDR SER TR	NUVEEN BLMBRG MU	$214K	0.0%	4,751 SH
SPDR SER TR	NUVEEN BLOOMBERG	$309K	0.0%	12,244 SH
SPDR SER TR	PORTFOLIO S&P400	$29.0M	2.4%	566,652 SH
SPDR SER TR	PORTFOLIO S&P500	$337.1M	28.0%	5,125,848 SH
SPDR SER TR	PORTFOLIO S&P600	$4.6M	0.4%	113,714 SH
SPDR SER TR	PRTFLO S&P500 HI	$1.3M	0.1%	29,379 SH
SPDR SER TR	PRTFLO S&P500 VL	$7.9M	0.7%	154,195 SH
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$269K	0.0%	4,640 SH
SYNOPSYS INC	COM	$1.5M	0.1%	3,506 SH
T ROWE PRICE ETF INC	QM US BOND ETF	$267K	0.0%	6,242 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$707K	0.1%	4,257 SH
TESLA INC	COM	$438K	0.0%	1,692 SH
TEXAS PACIFIC LAND CORPORATI	COM	$8.5M	0.7%	6,411 SH
THERMO FISHER SCIENTIFIC INC	COM	$617K	0.1%	1,241 SH
TRIMBLE INC	COM	$574K	0.0%	8,750 SH
UNILEVER PLC	SPON ADR NEW	$397K	0.0%	6,675 SH
UNION PAC CORP	COM	$529K	0.0%	2,238 SH
UNITEDHEALTH GROUP INC	COM	$203K	0.0%	388 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$435K	0.0%	8,508 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$2.1M	0.2%	6,205 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$507K	0.0%	2,755 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$425K	0.0%	4,308 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$300K	0.0%	4,087 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.4M	0.3%	9,236 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$7.7M	0.6%	30,016 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.5M	0.6%	28,894 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.5M	0.5%	10,678 SH
VANGUARD INDEX FDS	SMALL CP ETF	$529K	0.0%	2,385 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.9M	0.7%	28,676 SH
VANGUARD INDEX FDS	VALUE ETF	$677K	0.1%	3,919 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.7M	0.4%	104,484 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$10.0M	0.8%	200,893 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$280K	0.0%	1,102 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.2M	0.1%	13,999 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$634K	0.1%	3,401 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$7.4M	0.6%	92,297 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$503K	0.0%	3,776 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$2.3M	0.2%	9,411 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$22.6M	1.9%	444,149 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.7M	0.2%	20,938 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$284K	0.0%	1,074 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$3.1M	0.3%	15,566 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$2.8M	0.2%	9,089 SH
VERITEX HLDGS INC	COM	$589K	0.0%	23,569 SH
VICTORY PORTFOLIOS II	CORE INTRMEDIATE	$88.8M	7.4%	4,073,845 SH
VISA INC	COM CL A	$1.5M	0.1%	4,352 SH
WALMART INC	COM	$856K	0.1%	9,747 SH
WELLS FARGO CO NEW	COM	$630K	0.1%	8,782 SH
WISDOMTREE TR	US LARGECAP DIVD	$5.0M	0.4%	62,473 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001791996-26-000006	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001791996-26-000001	$1.56B	View
Oct 17, 2025	Q3 2025