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1834 INVESTMENT ADVISORS CO
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $885,718,410
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $44,434,117
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $38,870,424
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $35,634,833
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $30,118,934
- APPLE INC · COM · 037833100 · shares: $28,535,567
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $27,799,356
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $26,556,600
- MICROSOFT CORP · COM · 594918104 · shares: $25,095,134
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $24,185,755
- SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $21,886,560
Reported holdings
232 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMPLIFY ETF TR | JR SILV MINE ETF | 032108649 | — | 13,000 shares | $354,640 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 5,678 shares | $349,197 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | — | 18,411 shares | $341,525 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 5,100 shares | $340,629 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,087 shares | $339,460 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 | — | 2,993 shares | $335,127 |
| BANK OF AMER CORP | COM | 060505104 | — | 6,098 shares | $331,915 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 3,028 shares | $323,118 |
| PINTEREST INC | CL A | 72352L106 | — | 17,000 shares | $321,130 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 847 shares | $316,982 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 | — | 5,487 shares | $312,595 |
| DEERE & CO | COM | 244199105 | — | 455 shares | $305,556 |
| SERVICE CORP INTL | COM | 817565104 | — | 3,678 shares | $280,080 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 | — | 6,893 shares | $279,718 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,411 shares | $263,928 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 5,889 shares | $261,767 |
| VANECK ETF TRUST | PREFERRED SECURT | 92189F429 | — | 14,890 shares | $260,873 |
| COCA COLA CO | COM | 191216100 | — | 3,026 shares | $260,479 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 1,237 shares | $260,426 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 2,484 shares | $259,678 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 1,235 shares | $258,671 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 2,739 shares | $252,454 |
| ISHARES TR | INVT GRD CORP BD | 46436E288 | — | 10,742 shares | $244,166 |
| CROWN CASTLE INC | COM | 22822V101 | — | 3,658 shares | $243,806 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 3,217 shares | $243,656 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 4,449 shares | $237,577 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 530 shares | $236,365 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | — | 1,755 shares | $222,043 |
| TOLL BROTHERS INC | COM | 889478103 | — | 1,585 shares | $213,579 |
| EATON CORP PLC | SHS | G29183103 | — | 496 shares | $213,137 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 976 shares | $210,895 |
| CSX CORP | COM | 126408103 | — | 4,320 shares | $200,924 |