1834 INVESTMENT ADVISORS CO
โขCIK: 1138486โขFiling: Q4 2025
**1834 INVESTMENT ADVISORS CO** manages $797M across a diversified portfolio of 204 positions. The strategy exhibits a notable allocation toward core fixed income and broad market exposure, evidenced by top holdings including IVW ($43.1M) and VGSH ($40.1M). Significant technology and equity exposure is maintained through positions in AAPL ($25.2M) and MSFT ($23.6M). The portfolio structure suggests a balanced approach combining defensive fixed income mandates with established large-cap growth names.
Total AUM
$797.1M
QoQ Performance
-2.2%
Positions
158
Top 10 Concentration
35.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
VGSH
IVW5.4%
VGSH5.0%
VCSH4.1%
IVE3.7%
AAPL3.2%
VCIT3.1%
MSFT3.0%
VOO2.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other66.8%
Technology12.6%
Healthcare6.5%
ETF4.0%
Financial3.5%
Consumer Staples1.6%
Communication1.3%
Consumer1.2%
๐ช Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW10 new positions
โ38 increased
โ117 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023