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1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+2.9%
1 Year Est. Return
+18.16%
3 Year Est. Return
+51.83%
5 Year Est. Return
+61.58%
10 Year Est. Return
+182.02%
AUM
$801M
AUM Growth
+$4.21M
Cap. Flow
-$2.32M
Cap. Flow %
-0.29%
Top 10 Hldgs %
33.34%
Holding
211
New
7
Increased
62
Reduced
90
Closed
5

Top Buys

1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.03M
2
EIX icon
Edison International
EIX
+$3.48M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.16M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.97M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.93M

Top Sells

1
CCI icon
Crown Castle
CCI
+$3.66M
2
D icon
Dominion Energy
D
+$3.56M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.21M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.91M
5
VIRT icon
Virtu Financial
VIRT
+$1.93M

Sector Composition

1 Technology 9.93%
2 Financials 7.44%
3 Healthcare 6.98%
4 Consumer Staples 6.42%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
1
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$40.4M 5.04%
690,209
+7,745
+1% +$455K
IVW icon
2
iShares S&P 500 Growth ETF
IVW
$73.1B
$36.9M 4.6%
325,789
-24,156
-7% -$2.91M
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$34.2M 4.27%
432,018
+24,246
+6% +$1.93M
IVE icon
4
iShares S&P 500 Value ETF
IVE
$48.8B
$28.5M 3.56%
135,177
-3,219
-2% -$697K
VCIT icon
5
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$24.4M 3.05%
295,340
+4,015
+1% +$336K
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$22.8M 2.85%
382,976
+32,865
+9% +$1.97M
AAPL icon
7
Apple
AAPL
$4.89T
$22.8M 2.85%
89,825
-2,981
-3% -$776K
VOO icon
8
Vanguard S&P 500 ETF
VOO
$974B
$22.2M 2.77%
37,106
+881
+2% +$551K
MSFT icon
9
Microsoft
MSFT
$2.98T
$17.7M 2.21%
47,908
-906
-2% -$379K
SPYV icon
10
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$17.2M 2.14%
303,396
+2,284
+0.8% +$132K
APA icon
11
APA Corp
APA
$12.1B
$16.4M 2.05%
387,115
+40,277
+12% +$1.22M
SPYG icon
12
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$15.9M 1.98%
162,313
+38,688
+31% +$4.03M
IJK icon
13
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$15.3M 1.9%
151,611
-2,037
-1% -$209K
VMBS icon
14
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$15.1M 1.89%
321,798
+45,716
+17% +$2.16M
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$226B
$15M 1.87%
233,810
-1,605
-0.7% -$106K
IJJ icon
16
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.82B
$12.6M 1.57%
94,959
-4,511
-5% -$618K
GLD icon
17
SPDR Gold Trust
GLD
$130B
$12.1M 1.52%
28,228
+619
+2% +$277K
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.33T
$12M 1.49%
41,635
-1,250
-3% -$393K
CTRA
19
DELISTED
Coterra Energy
CTRA
$11.9M 1.49%
339,533
+10,388
+3% +$312K
MRK icon
20
Merck
MRK
$315B
$10.3M 1.28%
85,346
+2,051
+2% +$237K
AVGO icon
21
Broadcom
AVGO
$1.78T
$10.2M 1.27%
32,936
-494
-1% -$163K
T icon
22
AT&T
T
$153B
$10.1M 1.26%
349,165
-64,910
-16% -$1.73M
BMY icon
23
Bristol-Myers Squibb
BMY
$124B
$9.92M 1.24%
163,607
+3,065
+2% +$179K
VZ icon
24
Verizon
VZ
$183B
$9.8M 1.22%
195,209
-1,886
-1% -$87.4K
CVX icon
25
Chevron
CVX
$366B
$9.56M 1.19%
46,183
+7,554
+20% +$1.38M
1
2 3 4 5

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LWM
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UM
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1834 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1834 Investment Advisors held 211 positions worth $801M, up 0.53% from $797M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

1834 Investment Advisors's Q1 2026 filing shows 7 new, 62 increased, 90 reduced and 5 closed positions. Its largest new stake was Novo Nordisk: 14,603 shares worth $537K. The largest sale was Crown Castle, an estimated $3.66M.

By sector, the portfolio is most concentrated in Technology at 9.9% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • 1834 Investment Advisors's largest Q1 2026 buy was Novo Nordisk: 14,603 shares worth $537K.
  • 1834 Investment Advisors added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026, an estimated $4.03M increase.
  • 1834 Investment Advisors's biggest Q1 2026 reduction was Crown Castle, cutting an estimated $3.66M.
  • 1834 Investment Advisors fully exited Adobe in Q1 2026, selling an estimated $800K.
  • 1834 Investment Advisors's ten largest holdings make up 33% of its $801M portfolio in Q1 2026.
  • 1834 Investment Advisors opened 7 new positions and closed 5 in Q1 2026.
  • 1834 Investment Advisors's portfolio value rose 0.53% quarter-over-quarter to $801M.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.