1900 Wealth Management LLC
1900 Wealth Management LLC is an independent, SEC-registered investment adviser headquartered in San Antonio, Texas. The firm manages a range of client assets for high net worth individuals, charitable organizations, and pooled investment vehicles. As of 2025, the firm employs around 12-13 professionals, with a strong focus on investment management and advisory services. 1900 Wealth Management serves primarily US-based clients and positions itself as a boutique multi-family office and wealth management firm, aiming to deliver tailored solutions for wealthy families and charitable institutions.
Investment Strategy
1900 Wealth Management LLC provides discretionary investment management with a focus on asset allocation, portfolio diversification, and active security selection tailored to client risk preferences and goals. The firm primarily serves high net worth individuals, charitable organizations, and pooled investment vehicles, utilizing a blend of public equities, fixed income, and alternative strategies. Their approach emphasizes long-term preservation and growth of capital through disciplined research, customized portfolio construction, and active monitoring.
Top Holdings
Equity Positions (231)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 29.99% | $442.5M | 5,648,641 | $61.63 | $78.34 | +$56.0M |
J JAAA | JANUS DETROIT STR TR | 8.91% | $131.4M | 2,588,234 | $50.59 | $50.78 | +$27.6M |
U UBND | VICTORY PORTFOLIOS II | 6.24% | $92.1M | 4,176,218 | $21.58 | $22.05 | +$3.0M |
J JMUB | J P MORGAN EXCHANGE TRADED F | 4.02% | $59.3M | 1,174,163 | $50.21 | $50.47 | +$19.4M |
D DFUS | DIMENSIONAL ETF TRUST | 3.76% | $55.5M | 765,610 | $46.56 | $72.44 | +$4.1M |