Filed: 1/29/2026ACC: 0001172661-26-000390
📋 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 $797.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
204
Positions
$797.09M
Total AUM (reported)
11.01M
Total Shares
Allocation by class
COM$345.47M43.3%
S&P 500 GRWT ETF$43.13M5.4%
STATE STREET SPD$41.28M5.2%
SHORT TERM TREAS$40.08M5.0%
SHRT TRM CORP BD$32.51M4.1%
S&P 500 VAL ETF$29.35M3.7%
INT-TERM CORP$24.40M3.1%
Portfolio Concentration
Top 3$115.73M14.5%
4–10$163.39M20.5%
11–25$168.09M21.1%
Rest$349.88M43.9%
Top 3 weight
14.5%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 11.01M
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
11.01M
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
SOLEShares349.94K
TypeSH
Market value$43.13M
5.41%
Sole
0.00
Shared
0.00
None
349.94K
VANGUARD SCOTTSDALE FDS
SOLEShares682.46K
TypeSH
Market value$40.08M
5.03%
Sole
0.00
Shared
0.00
None
682.46K
VANGUARD SCOTTSDALE FDS
SOLEShares407.77K
TypeSH
Market value$32.51M
4.08%
Sole
0.00
Shared
0.00
None
407.77K
ISHARES TR
SOLEShares138.40K
TypeSH
Market value$29.35M
3.68%
Sole
0.00
Shared
0.00
None
138.40K
APPLE INC
SOLEShares92.81K
TypeSH
Market value$25.23M
3.17%
Sole
0.00
Shared
0.00
None
92.81K
VANGUARD SCOTTSDALE FDS
SOLEShares291.32K
TypeSH
Market value$24.40M
3.06%
Sole
0.00
Shared
0.00
None
291.32K
MICROSOFT CORP
SOLEShares48.81K
TypeSH
Market value$23.61M
2.96%
Sole
0.00
Shared
0.00
None
48.81K
VANGUARD INDEX FDS
SOLEShares36.23K
TypeSH
Market value$22.72M
2.85%
Sole
0.00
Shared
0.00
None
36.23K
VANGUARD SCOTTSDALE FDS
SOLEShares350.11K
TypeSH
Market value$20.98M
2.63%
Sole
0.00
Shared
0.00
None
350.11K
SPDR SERIES TRUST
SOLEShares301.11K
TypeSH
Market value$17.11M
2.15%
Sole
0.00
Shared
0.00
None
301.11K
ISHARES TR
SOLEShares153.65K
TypeSH
Market value$14.89M
1.87%
Sole
0.00
Shared
0.00
None
153.65K
VANGUARD TAX-MANAGED FDS
SOLEShares235.41K
TypeSH
Market value$14.71M
1.85%
Sole
0.00
Shared
0.00
None
235.41K
ALPHABET INC
SOLEShares42.88K
TypeSH
Market value$13.42M
1.68%
Sole
0.00
Shared
0.00
None
42.88K
SPDR SERIES TRUST
SOLEShares123.63K
TypeSH
Market value$13.19M
1.65%
Sole
0.00
Shared
0.00
None
123.63K
ISHARES TR
SOLEShares99.47K
TypeSH
Market value$13.09M
1.64%
Sole
0.00
Shared
0.00
None
99.47K
VANGUARD SCOTTSDALE FDS
SOLEShares276.08K
TypeSH
Market value$13.00M
1.63%
Sole
0.00
Shared
0.00
None
276.08K
BROADCOM INC
SOLEShares33.43K
TypeSH
Market value$11.57M
1.45%
Sole
0.00
Shared
0.00
None
33.43K
SPDR GOLD TR
SOLEShares27.61K
TypeSH
Market value$10.94M
1.37%
Sole
0.00
Shared
0.00
None
27.61K
AT&T INC
SOLEShares414.07K
TypeSH
Market value$10.29M
1.29%
Sole
0.00
Shared
0.00
None
414.07K
CVS HEALTH CORP
SOLEShares118.05K
TypeSH
Market value$9.37M
1.18%
Sole
0.00
Shared
0.00
None
118.05K
TRUIST FINL CORP
SOLEShares184.03K
TypeSH
Market value$9.06M
1.14%
Sole
0.00
Shared
0.00
None
184.03K
MERCK & CO INC
SOLEShares83.30K
TypeSH
Market value$8.77M
1.10%
Sole
0.00
Shared
0.00
None
83.30K
COTERRA ENERGY INC
SOLEShares329.14K
TypeSH
Market value$8.66M
1.09%
Sole
0.00
Shared
0.00
None
329.14K
BRISTOL-MYERS SQUIBB CO
SOLEShares160.54K
TypeSH
Market value$8.66M
1.09%
Sole
0.00
Shared
0.00
None
160.54K
APA CORPORATION
SOLEShares346.84K
TypeSH
Market value$8.48M
1.06%
Sole
0.00
Shared
0.00
None
346.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 349.94K | SH | $43.13M 5.41% | 0.00 | 0.00 | 349.94K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 682.46K | SH | $40.08M 5.03% | 0.00 | 0.00 | 682.46K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 407.77K | SH | $32.51M 4.08% | 0.00 | 0.00 | 407.77K |
ISHARES TRSOLE | S&P 500 VAL ETF | 138.40K | SH | $29.35M 3.68% | 0.00 | 0.00 | 138.40K |
APPLE INCSOLE | COM | 92.81K | SH | $25.23M 3.17% | 0.00 | 0.00 | 92.81K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 291.32K | SH | $24.40M 3.06% | 0.00 | 0.00 | 291.32K |
MICROSOFT CORPSOLE | COM | 48.81K | SH | $23.61M 2.96% | 0.00 | 0.00 | 48.81K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 36.23K | SH | $22.72M 2.85% | 0.00 | 0.00 | 36.23K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 350.11K | SH | $20.98M 2.63% | 0.00 | 0.00 | 350.11K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 301.11K | SH | $17.11M 2.15% | 0.00 | 0.00 | 301.11K |
ISHARES TRSOLE | S&P MC 400GR ETF | 153.65K | SH | $14.89M 1.87% | 0.00 | 0.00 | 153.65K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 235.41K | SH | $14.71M 1.85% | 0.00 | 0.00 | 235.41K |
ALPHABET INCSOLE | CAP STK CL A | 42.88K | SH | $13.42M 1.68% | 0.00 | 0.00 | 42.88K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 123.63K | SH | $13.19M 1.65% | 0.00 | 0.00 | 123.63K |
ISHARES TRSOLE | S&P MC 400VL ETF | 99.47K | SH | $13.09M 1.64% | 0.00 | 0.00 | 99.47K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 276.08K | SH | $13.00M 1.63% | 0.00 | 0.00 | 276.08K |
BROADCOM INCSOLE | COM | 33.43K | SH | $11.57M 1.45% | 0.00 | 0.00 | 33.43K |
SPDR GOLD TRSOLE | GOLD SHS | 27.61K | SH | $10.94M 1.37% | 0.00 | 0.00 | 27.61K |
AT&T INCSOLE | COM | 414.07K | SH | $10.29M 1.29% | 0.00 | 0.00 | 414.07K |
CVS HEALTH CORPSOLE | COM | 118.05K | SH | $9.37M 1.18% | 0.00 | 0.00 | 118.05K |
TRUIST FINL CORPSOLE | COM | 184.03K | SH | $9.06M 1.14% | 0.00 | 0.00 | 184.03K |
MERCK & CO INCSOLE | COM | 83.30K | SH | $8.77M 1.10% | 0.00 | 0.00 | 83.30K |
COTERRA ENERGY INCSOLE | COM | 329.14K | SH | $8.66M 1.09% | 0.00 | 0.00 | 329.14K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 160.54K | SH | $8.66M 1.09% | 0.00 | 0.00 | 160.54K |
APA CORPORATIONSOLE | COM | 346.84K | SH | $8.48M 1.06% | 0.00 | 0.00 | 346.84K |
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