1834 INVESTMENT ADVISORS CO

CIK 0001138486 · MILWAUKEE, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

1834 INVESTMENT ADVISORS CO reported 211 positions worth $882.6M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IVW (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$882.6M
2026 Q2
Positions
211
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.7%
Est. Net Flow (Q)
2026 Q2
10 / 211 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVWISHARES TRSH$44.1M4.99%320,486
2VGSHVANGUARD SCOTTSDALE FDSSH$38.9M4.40%667,988
3VCSHVANGUARD SCOTTSDALE FDSSH$36.3M4.11%458,713
4VOOVANGUARD INDEX FDSSH$29.6M3.35%43,073
5IVEISHARES TRSH$28.5M3.23%125,735
6AAPLAPPLE INCSH$25.9M2.93%89,375
7VCITVANGUARD SCOTTSDALE FDSSH$25.2M2.85%304,808
8VGITVANGUARD SCOTTSDALE FDSSH$24.8M2.81%421,015
9SPYGSPDR SERIES TRUSTSH$23.0M2.60%193,162
10SPYVSPDR SERIES TRUSTSH$21.4M2.42%351,475

The free plan shows the top 10 positions. The remaining 201 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does 1834 INVESTMENT ADVISORS CO hold as of Q2 2026?

1834 INVESTMENT ADVISORS CO reported 211 positions worth $882.6M in its Q2 2026 13F filing. Largest positions: IVW (5.0%), VGSH (4.4%), VCSH (4.1%), VOO (3.4%) and IVE (3.2%).

What did 1834 INVESTMENT ADVISORS CO buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did 1834 INVESTMENT ADVISORS CO sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.