1834 INVESTMENT ADVISORS CO

Q1 2026 13F Holdings

  • Location
    milwaukee, WI
  • Num holdings

    206

  • Value ($000)

    $801,297

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$40.4M
5 %

690,209

IVW

ISHARES TR

S&P 500 GRWT ETF
$36.85M
5 %

325,789

VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$34.25M
4 %

432,018

IVE

ISHARES TR

S&P 500 VAL ETF
$28.54M
4 %

135,177

VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$24.44M
3 %

295,340

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$22.81M
3 %

382,976

AAPL

APPLE INC

COM
$22.8M
3 %

89,825

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$22.17M
3 %

37,106

MSFT

MICROSOFT CORP

COM
$17.73M
2 %

47,908

SPYV

SPDR SERIES TRUST

STATE STREET SPD
$17.17M
2 %

303,396

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