Filed: 5/14/2026ACC: 0001172661-26-001927
📋 What this filing means
1834 INVESTMENT ADVISORS CO filed this quarterly 13F‑HR report disclosing 206 equity positions with a total reported market value of $801.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
206
Positions
$801.30M
Total AUM (reported)
11.11M
Total Shares
Allocation by class
COM$351.37M43.8%
STATE STREET SPD$41.48M5.2%
SHORT TERM TREAS$40.40M5.0%
S&P 500 GRWT ETF$36.85M4.6%
SHRT TRM CORP BD$34.25M4.3%
S&P 500 VAL ETF$28.54M3.6%
INT-TERM CORP$24.44M3.0%
Portfolio Concentration
Top 3$111.50M13.9%
4–10$155.66M19.4%
11–25$186.16M23.2%
Rest$347.98M43.4%
Top 3 weight
13.9%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 11.11M
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
11.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole206
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings206
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares690.21K
TypeSH
Market value$40.40M
5.04%
Sole
0.00
Shared
0.00
None
690.21K
ISHARES TR
SOLEShares325.79K
TypeSH
Market value$36.85M
4.60%
Sole
0.00
Shared
0.00
None
325.79K
VANGUARD SCOTTSDALE FDS
SOLEShares432.02K
TypeSH
Market value$34.25M
4.27%
Sole
0.00
Shared
0.00
None
432.02K
ISHARES TR
SOLEShares135.18K
TypeSH
Market value$28.54M
3.56%
Sole
0.00
Shared
0.00
None
135.18K
VANGUARD SCOTTSDALE FDS
SOLEShares295.34K
TypeSH
Market value$24.44M
3.05%
Sole
0.00
Shared
0.00
None
295.34K
VANGUARD SCOTTSDALE FDS
SOLEShares382.98K
TypeSH
Market value$22.81M
2.85%
Sole
0.00
Shared
0.00
None
382.98K
APPLE INC
SOLEShares89.83K
TypeSH
Market value$22.80M
2.84%
Sole
0.00
Shared
0.00
None
89.83K
VANGUARD INDEX FDS
SOLEShares37.11K
TypeSH
Market value$22.17M
2.77%
Sole
0.00
Shared
0.00
None
37.11K
MICROSOFT CORP
SOLEShares47.91K
TypeSH
Market value$17.73M
2.21%
Sole
0.00
Shared
0.00
None
47.91K
SPDR SERIES TRUST
SOLEShares303.40K
TypeSH
Market value$17.17M
2.14%
Sole
0.00
Shared
0.00
None
303.40K
APA CORPORATION
SOLEShares387.12K
TypeSH
Market value$16.43M
2.05%
Sole
0.00
Shared
0.00
None
387.12K
SPDR SERIES TRUST
SOLEShares162.31K
TypeSH
Market value$15.89M
1.98%
Sole
0.00
Shared
0.00
None
162.31K
ISHARES TR
SOLEShares151.61K
TypeSH
Market value$15.26M
1.90%
Sole
0.00
Shared
0.00
None
151.61K
VANGUARD SCOTTSDALE FDS
SOLEShares321.80K
TypeSH
Market value$15.11M
1.89%
Sole
0.00
Shared
0.00
None
321.80K
VANGUARD TAX-MANAGED FDS
SOLEShares233.81K
TypeSH
Market value$14.98M
1.87%
Sole
0.00
Shared
0.00
None
233.81K
ISHARES TR
SOLEShares94.96K
TypeSH
Market value$12.58M
1.57%
Sole
0.00
Shared
0.00
None
94.96K
SPDR GOLD TR
SOLEShares28.23K
TypeSH
Market value$12.15M
1.52%
Sole
0.00
Shared
0.00
None
28.23K
ALPHABET INC
SOLEShares41.63K
TypeSH
Market value$11.97M
1.49%
Sole
0.00
Shared
0.00
None
41.63K
COTERRA ENERGY INC
SOLEShares339.53K
TypeSH
Market value$11.93M
1.49%
Sole
0.00
Shared
0.00
None
339.53K
MERCK & CO INC
SOLEShares85.35K
TypeSH
Market value$10.27M
1.28%
Sole
0.00
Shared
0.00
None
85.35K
BROADCOM INC
SOLEShares32.94K
TypeSH
Market value$10.19M
1.27%
Sole
0.00
Shared
0.00
None
32.94K
AT&T INC
SOLEShares349.17K
TypeSH
Market value$10.12M
1.26%
Sole
0.00
Shared
0.00
None
349.17K
BRISTOL-MYERS SQUIBB CO
SOLEShares163.61K
TypeSH
Market value$9.92M
1.24%
Sole
0.00
Shared
0.00
None
163.61K
VERIZON COMMUNICATIONS INC
SOLEShares195.21K
TypeSH
Market value$9.80M
1.22%
Sole
0.00
Shared
0.00
None
195.21K
CHEVRON CORPORATION
SOLEShares46.18K
TypeSH
Market value$9.56M
1.19%
Sole
0.00
Shared
0.00
None
46.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 690.21K | SH | $40.40M 5.04% | 0.00 | 0.00 | 690.21K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 325.79K | SH | $36.85M 4.60% | 0.00 | 0.00 | 325.79K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 432.02K | SH | $34.25M 4.27% | 0.00 | 0.00 | 432.02K |
ISHARES TRSOLE | S&P 500 VAL ETF | 135.18K | SH | $28.54M 3.56% | 0.00 | 0.00 | 135.18K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 295.34K | SH | $24.44M 3.05% | 0.00 | 0.00 | 295.34K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 382.98K | SH | $22.81M 2.85% | 0.00 | 0.00 | 382.98K |
APPLE INCSOLE | COM | 89.83K | SH | $22.80M 2.84% | 0.00 | 0.00 | 89.83K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 37.11K | SH | $22.17M 2.77% | 0.00 | 0.00 | 37.11K |
MICROSOFT CORPSOLE | COM | 47.91K | SH | $17.73M 2.21% | 0.00 | 0.00 | 47.91K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 303.40K | SH | $17.17M 2.14% | 0.00 | 0.00 | 303.40K |
APA CORPORATIONSOLE | COM | 387.12K | SH | $16.43M 2.05% | 0.00 | 0.00 | 387.12K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 162.31K | SH | $15.89M 1.98% | 0.00 | 0.00 | 162.31K |
ISHARES TRSOLE | S&P MC 400GR ETF | 151.61K | SH | $15.26M 1.90% | 0.00 | 0.00 | 151.61K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 321.80K | SH | $15.11M 1.89% | 0.00 | 0.00 | 321.80K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 233.81K | SH | $14.98M 1.87% | 0.00 | 0.00 | 233.81K |
ISHARES TRSOLE | S&P MC 400VL ETF | 94.96K | SH | $12.58M 1.57% | 0.00 | 0.00 | 94.96K |
SPDR GOLD TRSOLE | GOLD SHS | 28.23K | SH | $12.15M 1.52% | 0.00 | 0.00 | 28.23K |
ALPHABET INCSOLE | CAP STK CL A | 41.63K | SH | $11.97M 1.49% | 0.00 | 0.00 | 41.63K |
COTERRA ENERGY INCSOLE | COM | 339.53K | SH | $11.93M 1.49% | 0.00 | 0.00 | 339.53K |
MERCK & CO INCSOLE | COM | 85.35K | SH | $10.27M 1.28% | 0.00 | 0.00 | 85.35K |
BROADCOM INCSOLE | COM | 32.94K | SH | $10.19M 1.27% | 0.00 | 0.00 | 32.94K |
AT&T INCSOLE | COM | 349.17K | SH | $10.12M 1.26% | 0.00 | 0.00 | 349.17K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 163.61K | SH | $9.92M 1.24% | 0.00 | 0.00 | 163.61K |
VERIZON COMMUNICATIONS INCSOLE | COM | 195.21K | SH | $9.80M 1.22% | 0.00 | 0.00 | 195.21K |
CHEVRON CORPORATIONSOLE | COM | 46.18K | SH | $9.56M 1.19% | 0.00 | 0.00 | 46.18K |
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