1834 INVESTMENT ADVISORS CO

Est. AUM

$801.3M

13F long equity, this entity only

Positions

206

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$40.4M	690209	5.04%	SOLE
2	ISHARES TR	S&P 500 GRWT ETF	$36.9M	325789	4.60%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$34.2M	432018	4.27%	SOLE
4	ISHARES TR	S&P 500 VAL ETF	$28.5M	135177	3.56%	SOLE
5	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$24.4M	295340	3.05%	SOLE
6	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$22.8M	382976	2.85%	SOLE
7	APPLE INC	COM	$22.8M	89825	2.85%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$22.2M	37106	2.77%	SOLE
9	MICROSOFT CORP	COM	$17.7M	47908	2.21%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$17.2M	303396	2.14%	SOLE
11	APA CORPORATION	COM	$16.4M	387115	2.05%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$15.9M	162313	1.98%	SOLE
13	ISHARES TR	S&P MC 400GR ETF	$15.3M	151611	1.90%	SOLE
14	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$15.1M	321798	1.89%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.0M	233810	1.87%	SOLE
16	ISHARES TR	S&P MC 400VL ETF	$12.6M	94959	1.57%	SOLE
17	SPDR GOLD TR	GOLD SHS	$12.1M	28228	1.52%	SOLE
18	ALPHABET INC	CAP STK CL A	$12.0M	41635	1.49%	SOLE
19	COTERRA ENERGY INC	COM	$11.9M	339533	1.49%	SOLE
20	MERCK & CO INC	COM	$10.3M	85346	1.28%	SOLE
21	BROADCOM INC	COM	$10.2M	32936	1.27%	SOLE
22	AT&T INC	COM	$10.1M	349165	1.26%	SOLE
23	BRISTOL-MYERS SQUIBB CO	COM	$9.9M	163607	1.24%	SOLE
24	VERIZON COMMUNICATIONS INC	COM	$9.8M	195209	1.22%	SOLE
25	CHEVRON CORPORATION	COM	$9.6M	46183	1.19%	SOLE
26	JOHNSON & JOHNSON	COM	$9.5M	38934	1.19%	SOLE
27	ALTRIA GROUP INC	COM	$8.9M	135454	1.12%	SOLE
28	TRUIST FINL CORP	COM	$8.6M	187020	1.07%	SOLE
29	PFIZER INC	COM	$8.1M	287695	1.01%	SOLE
30	CVS HEALTH CORP	COM	$7.6M	106004	0.95%	SOLE
31	DOLLAR GEN CORP	COM	$7.3M	61218	0.91%	SOLE
32	JPMORGAN CHASE & CO	COM	$6.9M	23565	0.87%	SOLE
33	EDISON INTL	COM	$6.7M	91962	0.84%	SOLE
34	CNH INDL N V	SHS	$6.7M	609188	0.84%	SOLE
35	KINDER MORGAN INC DEL	COM	$6.7M	198734	0.83%	SOLE
36	WEC ENERGY GROUP INC	COM	$6.5M	56394	0.81%	SOLE
37	HERSHEY CO	COM	$6.5M	31260	0.81%	SOLE
38	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.1M	113089	0.76%	SOLE
39	LOCKHEED MARTIN CORP	COM	$6.1M	10091	0.76%	SOLE
40	AMAZON COM INC	COM	$5.9M	28317	0.74%	SOLE
41	FORD MTR CO	COM	$5.6M	481092	0.69%	SOLE
42	TARGET CORP	COM	$5.4M	44758	0.68%	SOLE
43	ISHARES TR	CORE S&P500 ETF	$5.4M	8273	0.67%	SOLE
44	EVERSOURCE ENERGY	COM	$5.1M	73892	0.64%	SOLE
45	NVIDIA CORPORATION	COM	$5.1M	29131	0.63%	SOLE
46	TEXAS INSTRS INC	COM	$5.1M	26067	0.63%	SOLE
47	FIDELITY NATL FINL INC	COM SHS	$5.0M	107041	0.62%	SOLE
48	UNITED BANKSHARES INC WEST V	COM	$4.6M	111894	0.58%	SOLE
49	US BANCORP	COM NEW	$4.6M	88451	0.57%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$4.5M	31089	0.57%	SOLE

1–50 of 206

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.