1900 WEALTH MANAGEMENT LLC
•CIK: 1791996•Filing: Q4 2025
**1900 WEALTH MANAGEMENT LLC** manages $1.6B across a diversified portfolio of 241 positions. The fund exhibits a significant concentration in covered call and income-generating strategies, evidenced by the top holding in SPYM at $477.5M. Further notable allocations include substantial positions in JAAA ($123.4M) and UBND ($94.4M). This structure suggests a focus on generating consistent yield within its managed assets.
Total AUM
$1.6B
QoQ Performance
+5.7%
Positions
155
Top 10 Concentration
65.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
JAAA
UBND
SPYM30.6%
JAAA7.9%
UBND6.1%
JMUB4.0%
DFUS3.6%
IVV3.0%
SPMD2.8%
QUAL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.3%
ETF4.0%
Technology2.4%
Financial1.0%
Consumer0.9%
Healthcare0.5%
Industrial0.4%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+38 more exited positions
Changes from Q3 2025
NEW10 new positions
↑114 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023