Filed: 7/16/2025ACC: 0001172661-25-002618
📋 What this filing means
1834 INVESTMENT ADVISORS CO filed this quarterly 13F‑HR report disclosing 205 equity positions with a total reported market value of $789.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
205
Positions
$789.82M
Total AUM (reported)
11.59M
Total Shares
Allocation by class
COM$342.82M43.4%
S&P 500 GRWT ETF$45.04M5.7%
SHORT TERM TREAS$41.78M5.3%
S&P 500 VAL ETF$31.97M4.0%
SHRT TRM CORP BD$30.34M3.8%
INT-TERM CORP$25.67M3.2%
CL A$22.66M2.9%
Portfolio Concentration
Top 3$118.80M15.0%
4–10$160.77M20.4%
11–25$162.19M20.5%
Rest$348.07M44.1%
Top 3 weight
15.0%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 11.59M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole205
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings205
Rows:
ISHARES TR
SOLEShares409.11K
TypeSH
Market value$45.04M
5.70%
Sole
0.00
Shared
0.00
None
409.11K
VANGUARD SCOTTSDALE FDS
SOLEShares710.78K
TypeSH
Market value$41.78M
5.29%
Sole
0.00
Shared
0.00
None
710.78K
ISHARES TR
SOLEShares163.62K
TypeSH
Market value$31.97M
4.05%
Sole
0.00
Shared
0.00
None
163.62K
VANGUARD SCOTTSDALE FDS
SOLEShares381.60K
TypeSH
Market value$30.34M
3.84%
Sole
0.00
Shared
0.00
None
381.60K
VANGUARD SCOTTSDALE FDS
SOLEShares309.55K
TypeSH
Market value$25.67M
3.25%
Sole
0.00
Shared
0.00
None
309.55K
MICROSOFT CORP
SOLEShares50.93K
TypeSH
Market value$25.33M
3.21%
Sole
0.00
Shared
0.00
None
50.93K
VANGUARD SCOTTSDALE FDS
SOLEShares374.14K
TypeSH
Market value$22.38M
2.83%
Sole
0.00
Shared
0.00
None
374.14K
APPLE INC
SOLEShares101.54K
TypeSH
Market value$20.83M
2.64%
Sole
0.00
Shared
0.00
None
101.54K
VANGUARD INDEX FDS
SOLEShares35.91K
TypeSH
Market value$20.40M
2.58%
Sole
0.00
Shared
0.00
None
35.91K
SPDR SERIES TRUST
SOLEShares302.30K
TypeSH
Market value$15.82M
2.00%
Sole
0.00
Shared
0.00
None
302.30K
ISHARES TR
SOLEShares166.21K
TypeSH
Market value$15.12M
1.91%
Sole
0.00
Shared
0.00
None
166.21K
AT&T INC
SOLEShares484.61K
TypeSH
Market value$14.02M
1.78%
Sole
0.00
Shared
0.00
None
484.61K
ISHARES TR
SOLEShares111.95K
TypeSH
Market value$13.84M
1.75%
Sole
0.00
Shared
0.00
None
111.95K
VANGUARD SCOTTSDALE FDS
SOLEShares253.50K
TypeSH
Market value$11.75M
1.49%
Sole
0.00
Shared
0.00
None
253.50K
SPDR SERIES TRUST
SOLEShares123.14K
TypeSH
Market value$11.74M
1.49%
Sole
0.00
Shared
0.00
None
123.14K
VANGUARD TAX-MANAGED FDS
SOLEShares203.55K
TypeSH
Market value$11.60M
1.47%
Sole
0.00
Shared
0.00
None
203.55K
KINDER MORGAN INC DEL
SOLEShares387.62K
TypeSH
Market value$11.40M
1.44%
Sole
0.00
Shared
0.00
None
387.62K
BROADCOM INC
SOLEShares34.77K
TypeSH
Market value$9.59M
1.21%
Sole
0.00
Shared
0.00
None
34.77K
VIRTU FINL INC
SOLEShares211.32K
TypeSH
Market value$9.46M
1.20%
Sole
0.00
Shared
0.00
None
211.32K
VERIZON COMMUNICATIONS INC
SOLEShares214.43K
TypeSH
Market value$9.28M
1.17%
Sole
0.00
Shared
0.00
None
214.43K
ALLY FINL INC
SOLEShares238.10K
TypeSH
Market value$9.27M
1.17%
Sole
0.00
Shared
0.00
None
238.10K
KROGER CO
SOLEShares127.04K
TypeSH
Market value$9.11M
1.15%
Sole
0.00
Shared
0.00
None
127.04K
SPDR GOLD TR
SOLEShares29.01K
TypeSH
Market value$8.84M
1.12%
Sole
0.00
Shared
0.00
None
29.01K
COTERRA ENERGY INC
SOLEShares347.95K
TypeSH
Market value$8.83M
1.12%
Sole
0.00
Shared
0.00
None
347.95K
CVS HEALTH CORP
SOLEShares120.74K
TypeSH
Market value$8.33M
1.05%
Sole
0.00
Shared
0.00
None
120.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 409.11K | SH | $45.04M 5.70% | 0.00 | 0.00 | 409.11K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 710.78K | SH | $41.78M 5.29% | 0.00 | 0.00 | 710.78K |
ISHARES TRSOLE | S&P 500 VAL ETF | 163.62K | SH | $31.97M 4.05% | 0.00 | 0.00 | 163.62K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 381.60K | SH | $30.34M 3.84% | 0.00 | 0.00 | 381.60K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 309.55K | SH | $25.67M 3.25% | 0.00 | 0.00 | 309.55K |
MICROSOFT CORPSOLE | COM | 50.93K | SH | $25.33M 3.21% | 0.00 | 0.00 | 50.93K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 374.14K | SH | $22.38M 2.83% | 0.00 | 0.00 | 374.14K |
APPLE INCSOLE | COM | 101.54K | SH | $20.83M 2.64% | 0.00 | 0.00 | 101.54K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 35.91K | SH | $20.40M 2.58% | 0.00 | 0.00 | 35.91K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 302.30K | SH | $15.82M 2.00% | 0.00 | 0.00 | 302.30K |
ISHARES TRSOLE | S&P MC 400GR ETF | 166.21K | SH | $15.12M 1.91% | 0.00 | 0.00 | 166.21K |
AT&T INCSOLE | COM | 484.61K | SH | $14.02M 1.78% | 0.00 | 0.00 | 484.61K |
ISHARES TRSOLE | S&P MC 400VL ETF | 111.95K | SH | $13.84M 1.75% | 0.00 | 0.00 | 111.95K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 253.50K | SH | $11.75M 1.49% | 0.00 | 0.00 | 253.50K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 123.14K | SH | $11.74M 1.49% | 0.00 | 0.00 | 123.14K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 203.55K | SH | $11.60M 1.47% | 0.00 | 0.00 | 203.55K |
KINDER MORGAN INC DELSOLE | COM | 387.62K | SH | $11.40M 1.44% | 0.00 | 0.00 | 387.62K |
BROADCOM INCSOLE | COM | 34.77K | SH | $9.59M 1.21% | 0.00 | 0.00 | 34.77K |
VIRTU FINL INCSOLE | CL A | 211.32K | SH | $9.46M 1.20% | 0.00 | 0.00 | 211.32K |
VERIZON COMMUNICATIONS INCSOLE | COM | 214.43K | SH | $9.28M 1.17% | 0.00 | 0.00 | 214.43K |
ALLY FINL INCSOLE | COM | 238.10K | SH | $9.27M 1.17% | 0.00 | 0.00 | 238.10K |
KROGER COSOLE | COM | 127.04K | SH | $9.11M 1.15% | 0.00 | 0.00 | 127.04K |
SPDR GOLD TRSOLE | GOLD SHS | 29.01K | SH | $8.84M 1.12% | 0.00 | 0.00 | 29.01K |
COTERRA ENERGY INCSOLE | COM | 347.95K | SH | $8.83M 1.12% | 0.00 | 0.00 | 347.95K |
CVS HEALTH CORPSOLE | COM | 120.74K | SH | $8.33M 1.05% | 0.00 | 0.00 | 120.74K |
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