BARTLETT & CO. WEALTH MANAGEMENT LLC

Q2 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    1,249

  • Value ($000)

    $7,164,793

  • Date Filed
    07/18/2025
  • Form type
    13F-HR
  • CIK
    0002010186
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

Microsoft Corp

COM
594918104
$492.97M
7 %

991,068

AAPL
AAPL

Apple Inc

COM
037833100
$354.91M
5 %

1,729,819

GOOG
GOOG

Alphabet Inc. Class C

COM
02079K107
$252.89M
4 %

1,425,595

JPM
JPM

JPMorgan Chase & Co

COM
46625H100
$222.46M
3 %

767,328

AMZN
AMZN

Amazon.Com Inc

COM
023135106
$197.58M
3 %

900,568

VOO
VOO

Vanguard S&P 500 ETF

EX TRD EQ FD
922908363
$194.58M
3 %

341,527

BRK.B
BRK.B

Berkshire Hathaway Class B

COM
084670702
$192.98M
3 %

397,255

MA
MA

Mastercard Inc Class A

COM
57636Q104
$187.81M
3 %

334,210

PG
PG

Procter & Gamble

COM
742718109
$175.21M
2 %

1,099,705

NVDA
NVDA

Nvidia Corp

COM
67066G104
$174.34M
2 %

1,103,390

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