1834 Investment Advisors Co 13F Holdings · Q2 2026
1834 Investment Advisors Co reported 211 securities worth $882.59M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVW (4.99%), VGSH (4.40%), VCSH (4.11%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $44.1M | 4.99% | 320,486 | Trimmed |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $38.9M | 4.40% | 667,988 | Trimmed |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $36.3M | 4.11% | 458,713 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $29.6M | 3.35% | 43,073 | Added |
| 5 | IVE | ISHARES TR | $28.5M | 3.23% | 125,735 | Trimmed |
| 6 | AAPL | APPLE INC | $25.9M | 2.93% | 89,375 | Trimmed |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $25.2M | 2.85% | 304,808 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $24.8M | 2.81% | 421,015 | Added |
| 9 | SPYG | SPDR SERIES TRUST | $23.0M | 2.60% | 193,162 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $21.4M | 2.42% | 351,475 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $19.4M | 2.20% | 272,328 | Added |
| 12 | MSFT | MICROSOFT CORP | $18.3M | 2.08% | 49,181 | Added |
| 13 | IJK | ISHARES TR | $17.7M | 2.00% | 150,402 | Trimmed |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $16.1M | 1.83% | 344,888 | Added |
| 15 | GOOGL | ALPHABET INC | $15.2M | 1.72% | 42,521 | Added |
| 16 | IJJ | ISHARES TR | $13.8M | 1.57% | 93,660 | Trimmed |
| 17 | AVGO | BROADCOM INC | $12.6M | 1.43% | 33,485 | Added |
| 18 | APA | APA CORPORATION | $10.7M | 1.22% | 329,792 | Trimmed |
| 19 | MRK | MERCK & CO INC | $10.6M | 1.20% | 82,232 | Trimmed |
| 20 | CVS | CVS HEALTH CORP | $10.5M | 1.19% | 101,154 | Trimmed |
| 21 | GLD | SPDR GOLD TR | $10.4M | 1.18% | 28,248 | Added |
| 22 | MO | ALTRIA GROUP INC | $9.7M | 1.10% | 134,922 | Trimmed |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $9.5M | 1.07% | 164,395 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $9.2M | 1.05% | 36,351 | Trimmed |
| 25 | TFC | TRUIST FINL CORP | $9.3M | 1.05% | 186,047 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR