1834 INVESTMENT ADVISORS CO

Q3 2025 13F Holdings

  • Location
    milwaukee, WI
  • Num holdings

    204

  • Value ($000)

    $814,870

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001138486
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$43.69M
5 %

361,933

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$41.82M
5 %

710,683

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$31.24M
4 %

390,860

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$30.69M
4 %

148,596

M
MSFT

MICROSOFT CORP

COM
594918104
$26.36M
3 %

50,896

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$26.22M
3 %

311,761

A
AAPL

APPLE INC

COM
037833100
$25.15M
3 %

98,774

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$22.51M
3 %

374,989

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$22.39M
3 %

36,562

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$17.36M
2 %

313,758

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