Filed: 10/31/2025ACC: 0001172661-25-004525
📋 What this filing means
1834 INVESTMENT ADVISORS CO filed this quarterly 13F‑HR report disclosing 204 equity positions with a total reported market value of $814.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
204
Positions
$814.87M
Total AUM (reported)
11.50M
Total Shares
Allocation by class
COM$356.43M43.7%
S&P 500 GRWT ETF$43.69M5.4%
SHORT TERM TREAS$41.82M5.1%
SHRT TRM CORP BD$31.24M3.8%
S&P 500 VAL ETF$30.69M3.8%
INT-TERM CORP$26.22M3.2%
INTER TERM TREAS$22.51M2.8%
Portfolio Concentration
Top 3$116.76M14.3%
4–10$170.68M20.9%
11–25$166.39M20.4%
Rest$361.04M44.3%
Top 3 weight
14.3%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 11.50M
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
11.50M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole204
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings204
Rows:
ISHARES TR
SOLEShares361.93K
TypeSH
Market value$43.69M
5.36%
Sole
0.00
Shared
0.00
None
361.93K
VANGUARD SCOTTSDALE FDS
SOLEShares710.68K
TypeSH
Market value$41.82M
5.13%
Sole
0.00
Shared
0.00
None
710.68K
VANGUARD SCOTTSDALE FDS
SOLEShares390.86K
TypeSH
Market value$31.24M
3.83%
Sole
0.00
Shared
0.00
None
390.86K
ISHARES TR
SOLEShares148.60K
TypeSH
Market value$30.69M
3.77%
Sole
0.00
Shared
0.00
None
148.60K
MICROSOFT CORP
SOLEShares50.90K
TypeSH
Market value$26.36M
3.24%
Sole
0.00
Shared
0.00
None
50.90K
VANGUARD SCOTTSDALE FDS
SOLEShares311.76K
TypeSH
Market value$26.22M
3.22%
Sole
0.00
Shared
0.00
None
311.76K
APPLE INC
SOLEShares98.77K
TypeSH
Market value$25.15M
3.09%
Sole
0.00
Shared
0.00
None
98.77K
VANGUARD SCOTTSDALE FDS
SOLEShares374.99K
TypeSH
Market value$22.51M
2.76%
Sole
0.00
Shared
0.00
None
374.99K
VANGUARD INDEX FDS
SOLEShares36.56K
TypeSH
Market value$22.39M
2.75%
Sole
0.00
Shared
0.00
None
36.56K
SPDR SERIES TRUST
SOLEShares313.76K
TypeSH
Market value$17.36M
2.13%
Sole
0.00
Shared
0.00
None
313.76K
ISHARES TR
SOLEShares157.95K
TypeSH
Market value$15.15M
1.86%
Sole
0.00
Shared
0.00
None
157.95K
VANGUARD TAX-MANAGED FDS
SOLEShares233.01K
TypeSH
Market value$13.96M
1.71%
Sole
0.00
Shared
0.00
None
233.01K
ISHARES TR
SOLEShares104.20K
TypeSH
Market value$13.52M
1.66%
Sole
0.00
Shared
0.00
None
104.20K
SPDR SERIES TRUST
SOLEShares123.76K
TypeSH
Market value$12.93M
1.59%
Sole
0.00
Shared
0.00
None
123.76K
AT&T INC
SOLEShares454.12K
TypeSH
Market value$12.82M
1.57%
Sole
0.00
Shared
0.00
None
454.12K
VANGUARD SCOTTSDALE FDS
SOLEShares270.17K
TypeSH
Market value$12.69M
1.56%
Sole
0.00
Shared
0.00
None
270.17K
BROADCOM INC
SOLEShares34.05K
TypeSH
Market value$11.23M
1.38%
Sole
0.00
Shared
0.00
None
34.05K
ALPHABET INC
SOLEShares44.43K
TypeSH
Market value$10.80M
1.33%
Sole
0.00
Shared
0.00
None
44.43K
SPDR GOLD TR
SOLEShares28.43K
TypeSH
Market value$10.11M
1.24%
Sole
0.00
Shared
0.00
None
28.43K
VERIZON COMMUNICATIONS INC
SOLEShares213.68K
TypeSH
Market value$9.39M
1.15%
Sole
0.00
Shared
0.00
None
213.68K
CVS HEALTH CORP
SOLEShares123.43K
TypeSH
Market value$9.31M
1.14%
Sole
0.00
Shared
0.00
None
123.43K
ALTRIA GROUP INC
SOLEShares137.69K
TypeSH
Market value$9.10M
1.12%
Sole
0.00
Shared
0.00
None
137.69K
TRUIST FINL CORP
SOLEShares188.17K
TypeSH
Market value$8.60M
1.06%
Sole
0.00
Shared
0.00
None
188.17K
KINDER MORGAN INC DEL
SOLEShares297.64K
TypeSH
Market value$8.43M
1.03%
Sole
0.00
Shared
0.00
None
297.64K
COTERRA ENERGY INC
SOLEShares353.41K
TypeSH
Market value$8.36M
1.03%
Sole
0.00
Shared
0.00
None
353.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 361.93K | SH | $43.69M 5.36% | 0.00 | 0.00 | 361.93K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 710.68K | SH | $41.82M 5.13% | 0.00 | 0.00 | 710.68K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 390.86K | SH | $31.24M 3.83% | 0.00 | 0.00 | 390.86K |
ISHARES TRSOLE | S&P 500 VAL ETF | 148.60K | SH | $30.69M 3.77% | 0.00 | 0.00 | 148.60K |
MICROSOFT CORPSOLE | COM | 50.90K | SH | $26.36M 3.24% | 0.00 | 0.00 | 50.90K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 311.76K | SH | $26.22M 3.22% | 0.00 | 0.00 | 311.76K |
APPLE INCSOLE | COM | 98.77K | SH | $25.15M 3.09% | 0.00 | 0.00 | 98.77K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 374.99K | SH | $22.51M 2.76% | 0.00 | 0.00 | 374.99K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 36.56K | SH | $22.39M 2.75% | 0.00 | 0.00 | 36.56K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 313.76K | SH | $17.36M 2.13% | 0.00 | 0.00 | 313.76K |
ISHARES TRSOLE | S&P MC 400GR ETF | 157.95K | SH | $15.15M 1.86% | 0.00 | 0.00 | 157.95K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 233.01K | SH | $13.96M 1.71% | 0.00 | 0.00 | 233.01K |
ISHARES TRSOLE | S&P MC 400VL ETF | 104.20K | SH | $13.52M 1.66% | 0.00 | 0.00 | 104.20K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 123.76K | SH | $12.93M 1.59% | 0.00 | 0.00 | 123.76K |
AT&T INCSOLE | COM | 454.12K | SH | $12.82M 1.57% | 0.00 | 0.00 | 454.12K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 270.17K | SH | $12.69M 1.56% | 0.00 | 0.00 | 270.17K |
BROADCOM INCSOLE | COM | 34.05K | SH | $11.23M 1.38% | 0.00 | 0.00 | 34.05K |
ALPHABET INCSOLE | CAP STK CL A | 44.43K | SH | $10.80M 1.33% | 0.00 | 0.00 | 44.43K |
SPDR GOLD TRSOLE | GOLD SHS | 28.43K | SH | $10.11M 1.24% | 0.00 | 0.00 | 28.43K |
VERIZON COMMUNICATIONS INCSOLE | COM | 213.68K | SH | $9.39M 1.15% | 0.00 | 0.00 | 213.68K |
CVS HEALTH CORPSOLE | COM | 123.43K | SH | $9.31M 1.14% | 0.00 | 0.00 | 123.43K |
ALTRIA GROUP INCSOLE | COM | 137.69K | SH | $9.10M 1.12% | 0.00 | 0.00 | 137.69K |
TRUIST FINL CORPSOLE | COM | 188.17K | SH | $8.60M 1.06% | 0.00 | 0.00 | 188.17K |
KINDER MORGAN INC DELSOLE | COM | 297.64K | SH | $8.43M 1.03% | 0.00 | 0.00 | 297.64K |
COTERRA ENERGY INCSOLE | COM | 353.41K | SH | $8.36M 1.03% | 0.00 | 0.00 | 353.41K |
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