Fund Holdings

1900 WEALTH MANAGEMENT LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VICTORY PORTFOLIOS II04,379,480+4,379,480095,385,0796.12%+95,385,079
BERKSHIRE HATHAWAY INC DEL030,430+30,430014,582,0560.94%+14,582,056
J P MORGAN EXCHANGE TRADED F01,405,829+1,405,829070,277,3684.51%+70,277,368
TEXAS PACIFIC LAND CORPORATI(TPL)017,440+17,44008,276,3270.53%+8,276,327
EXXON MOBIL CORP(XOM)040,694+40,69406,904,1900.44%+6,904,190
SPDR SERIES TRUST0756,760+756,760044,815,3172.88%+44,815,317
EOG RES INC(EOG)06,710+6,7100970,0650.06%+970,065
SCHWAB STRATEGIC TR0244,129+244,129011,945,2120.77%+11,945,212
ISHARES TR021,601+21,60102,931,6930.19%+2,931,693
CATERPILLAR INC(CAT)05,555+5,55503,935,4070.25%+3,935,407
DIMENSIONAL ETF TRUST0508,250+508,250024,629,7871.58%+24,629,787
CONOCOPHILLIPS(COP)04,479+4,4790591,2280.04%+591,228
ENERGY TRANSFER L P(ET)0206,401+206,40103,983,5350.26%+3,983,535
JANUS DETROIT STR TR02,456,749+2,456,7490123,958,6237.96%+123,958,623
ISHARES TR056,916+56,91607,075,1820.45%+7,075,182
VANGUARD INDEX FDS031,024+31,02408,909,4220.57%+8,909,422
RTX CORPORATION(RTX)03,681+3,6810710,0650.05%+710,065
INFLEQTION INC(INFQ)047,914+47,9140470,0370.03%+470,037
GE VERNOVA INC(GEV)0517+5170451,2910.03%+451,291
VANGUARD INTL EQUITY INDEX F0117,384+117,38406,344,6290.41%+6,344,629
VANGUARD TAX-MANAGED FDS0462,616+462,616029,644,4571.90%+29,644,457
GE AEROSPACE(GE)02,528+2,5280717,3790.05%+717,379
COSTCO WHOLESALE CORPORATION(COST)0855+8550852,0440.05%+852,044
SABINE RTY TR(SBR)010,267+10,2670772,7870.05%+772,787
FIFTH THIRD BANCORP(FITB)07,843+7,8430367,5210.02%+367,521
JOHNSON & JOHNSON(JNJ)08,409+8,40902,055,6080.13%+2,055,608
WILLIAMS COS INC(WMB)08,032+8,0320584,5700.04%+584,570
MCDONALDS CORP(MCD)04,168+4,16801,295,4730.08%+1,295,473
ISHARES TR015,609+15,6090341,6820.02%+341,682
KINDER MORGAN INC DEL(KMI)021,530+21,5300721,9010.05%+721,901
TRAVELERS COMPANIES INC(TRV)01,114+1,1140324,9320.02%+324,932
CHEVRON CORPORATION(CVX)05,971+5,97101,235,4000.08%+1,235,400
FREEPORT MCMORAN INC(FCX)05,274+5,2740309,9830.02%+309,983
GLOBAL X FDS03,632+3,6320283,8130.02%+283,813
ISHARES TR039,863+39,86304,012,6320.26%+4,012,632
MICRON TECHNOLOGY INC(MU)02,255+2,2550761,8730.05%+761,873
BRISTOL-MYERS SQUIBB CO(BMY)04,445+4,4450269,5900.02%+269,590
TJX COS INC NEW(TJX)01,684+1,6840268,9720.02%+268,972
VANGUARD WHITEHALL FDS018,867+18,86702,794,2720.18%+2,794,272
MARSH & MCLENNAN COS INC(MRSH)01,506+1,5060261,2170.02%+261,217
JOHNSON CONTROLS INTERNATION01,899+1,8990248,6740.02%+248,674
INVESCO EXCH TRADED FD TR II0202,688+202,68804,657,7820.30%+4,657,782
FIRST TR EXCHANGE-TRADED FD037,649+37,64901,912,5690.12%+1,912,569
DIMENSIONAL ETF TRUST084,905+84,90505,302,3400.34%+5,302,340
BP PLC(BP)05,086+5,0860239,0420.02%+239,042
AKAMAI TECHNOLOGIES INC(AKAM)02,068+2,0680237,5100.02%+237,510
AT&T INC(T)020,880+20,8800605,3180.04%+605,318
STRYKER CORPORATION(SYK)0712+7120233,9570.02%+233,957
APPLIED MATLS INC0680+6800232,3600.01%+232,360
ISHARES TR010,359+10,3590229,2360.01%+229,236
ISHARES TR09,817+9,8170228,5700.01%+228,570
ISHARES TR09,711+9,7110227,9120.01%+227,912
DIMENSIONAL ETF TRUST0123,188+123,18806,501,8480.42%+6,501,848
LOCKHEED MARTIN CORP(LMT)0893+8930539,5080.03%+539,508
VALERO ENERGY CORP(VLO)0856+8560211,5060.01%+211,506
3M CO(MMM)01,432+1,4320207,9700.01%+207,970
ISHARES TR021,074+21,07402,244,3750.14%+2,244,375
ICON PLC(ICLR)05,744+5,7440635,6320.04%+635,632
HONEYWELL INTL INC(HON)03,342+3,3420755,3930.05%+755,393
PG&E CORP(PCG)010,323+10,3230181,3760.01%+181,376
AMBEV SA(ABEV)0152,614+152,6140445,6330.03%+445,633
DIMENSIONAL ETF TRUST0131,644+131,64409,363,8180.60%+9,363,818
SHELL PLC(SHEL)08,432+8,4320784,1700.05%+784,170
WALMART INC(WMT)012,567+12,56701,562,0520.10%+1,562,052
DEERE & CO(DE)01,579+1,5790889,9410.06%+889,941
PROCTER & GAMBLE CO(PG)07,911+7,91101,142,6020.07%+1,142,602
ISHARES TR0189,458+189,45808,758,6260.56%+8,758,626
MARATHON PETE CORP(MPC)01,751+1,7510427,6390.03%+427,639
SCHWAB STRATEGIC TR022,532+22,5320691,2730.04%+691,273
J P MORGAN EXCHANGE TRADED F046,344+46,34405,307,8160.34%+5,307,816
TAIWAN SEMICONDUCTOR MANUFAC(TSM)03,544+3,54401,197,9650.08%+1,197,965
NOVARTIS AG(NVS)06,153+6,1530939,8710.06%+939,871
PEPSICO INC(PEP)03,492+3,4920542,2090.03%+542,209
VANGUARD MUN BD FDS0105,628+105,62805,269,7650.34%+5,269,765
PFIZER INC(PFE)022,975+22,9750645,1430.04%+645,143
KINETIK HOLDINGS INC(KNTK)08,982+8,9820434,8190.03%+434,819
CORNING INC(GLW)06,161+6,1610837,7120.05%+837,712
VANGUARD SCOTTSDALE FDS03,968+3,9680663,5010.04%+663,501
WISDOMTREE TR(WT)062,528+62,52805,585,5960.36%+5,585,596
SCHWAB STRATEGIC TR0110,444+110,44402,733,4840.18%+2,733,484
SPDR SERIES TRUST029,437+29,43701,339,9690.09%+1,339,969
DIMENSIONAL ETF TRUST056,140+56,14001,900,8870.12%+1,900,887
MERCK & CO INC(MRK)06,719+6,7190810,4470.05%+810,447
VANGUARD SCOTTSDALE FDS092,299+92,29909,245,5590.59%+9,245,559
ISHARES TR017,513+17,5130745,3530.05%+745,353
ALTRIA GROUP INC(MO)05,503+5,5030363,1430.02%+363,143
NEWMONT CORP(NEM)03,270+3,2700353,9780.02%+353,978
KROGER CO(KR)04,206+4,2060304,3530.02%+304,353
INTERNATIONAL BUSINESS MACHS(IBM)01,150+1,1500278,7490.02%+278,749
CME GROUP INC(CME)02,002+2,0020591,3040.04%+591,304
ANALOG DEVICES INC(ADI)0901+9010286,5050.02%+286,505
ISHARES TR019,632+19,63204,194,7690.27%+4,194,769
KAYNE ANDERSON ENERGY INFRST(KYN)023,459+23,4590334,9950.02%+334,995
SCHWAB STRATEGIC TR047,000+47,00001,455,1180.09%+1,455,118
DUKE ENERGY CORP NEW(DUK)02,963+2,9630387,9690.02%+387,969
ASML HLDG NV0741+7410978,7360.06%+978,736
PHILIP MORRIS INTL INC(PM)06,795+6,79501,123,5580.07%+1,123,558
KKR & CO INC(KKR)02,741+2,7410253,5430.02%+253,543
ALPS ETF TR028,152+28,15201,338,9100.09%+1,338,910
ISHARES TR05,420+5,4200307,8030.02%+307,803
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