Q2 2026 13F · SEC CIK 1138486

1834 Investment Advisors Co

Institutional asset managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $882.6M
Reported positions: 211
Top holdings a year, 3 yrs: +11.8%
Assets under management: $2.2B

1834 Investment Advisors Co is an institutional asset manager that reported 211 positions worth $882.6M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Ishares (IVW, 5.0%), Vanguard Short-Term Treasury ETF Total (VGSH, 4.4%), Vanguard Scottsdale Fds (VCSH, 4.1%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

1834 Investment Advisors Co holdings largest 50 of 211 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

1834 Investment Advisors Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVWIshares	5.0%	4.6%	320,486	-1.6%	$44.1M
VGSHVanguard Short-Term Treasury ETF Total	4.4%	5.0%	667,988	-3.2%	$38.9M
VCSHVanguard Scottsdale Fds	4.1%	4.3%	458,713	+6.2%	$36.3M
VOOVanguard S&p 500 ETF	3.4%	2.8%	43,073	+16.1%	$29.6M
IVEIshares S&p 500 Value ETF	3.2%	3.6%	125,735	-7.0%	$28.5M
AAPLApple Inc	2.9%	2.8%	89,375	-0.5%	$25.9M
VCITVanguard Scottsdale Fds	2.9%	3.0%	304,808	+3.2%	$25.2M
VGITVanguard Intermediate Treasury ETF	2.8%	2.8%	421,015	+9.9%	$24.8M
SPYGSpdr Series Trust	2.6%	2.0%	193,162	+19.0%	$23.0M
SPYVSpdr Series Trust	2.4%	2.1%	351,475	+15.8%	$21.4M
VEAVanguard Tax-Managed Fds	2.2%	1.9%	272,328	+16.5%	$19.4M
MSFTMicrosoft Corp	2.1%	2.2%	49,181	+2.7%	$18.3M
IJKIshares S&p Mid-Cap 400 Growth ETF	2.0%	1.9%	150,402	-0.8%	$17.7M
VMBSVmbs	1.8%	1.9%	344,888	+7.2%	$16.1M
GOOGLAlphabet Inc	1.7%	1.5%	42,521	+2.1%	$15.2M
IJJiShares S&P Midcap 400 Value	1.6%	1.6%	93,660	-1.4%	$13.8M
AVGOBroadcom Inc	1.4%	1.3%	33,485	+1.7%	$12.6M
APAApa Corporation	1.2%	2.0%	329,792	-14.8%	$10.7M
MRKMerck & Co. Inc	1.2%	1.3%	82,232	-3.6%	$10.6M
CVSCvs Caremark Corporation	1.2%	0.9%	101,154	-4.6%	$10.5M
GLDSpdr Gold Shares	1.2%	1.5%	28,248	+0.1%	$10.4M
MOAltria Group Inc	1.1%	1.1%	134,922	-0.4%	$9.7M
BMYBristol-Myers Squibb Co Com	1.1%	1.2%	164,395	+0.5%	$9.5M
TFCTruist Financial Ord Shs	1.1%	1.1%	186,047	-0.5%	$9.3M
JNJJohnson & Johnson	1.0%	1.2%	36,351	-6.6%	$9.2M
DVNDevon Energy Corp	1.0%	—	213,447	—	$8.8M
VWOVanguard Intl Equity Index F	0.9%	0.8%	130,197	+15.1%	$7.8M
CVXChevron Corp New	0.9%	1.2%	45,395	-1.7%	$7.5M
JPMJpmorgan Chase & Co	0.8%	0.9%	22,859	-3.0%	$7.5M
VZVerizon Communications Inc Com	0.8%	1.2%	173,925	-10.9%	$7.4M
EIXEdison Intl	0.8%	0.8%	96,305	+4.7%	$7.2M
PFEPfizer Inc	0.8%	1.0%	289,830	+0.7%	$7.0M
DGDollar Gen Corp New	0.8%	0.9%	60,105	-1.8%	$6.9M
AMZNAmazon Com Inc Com	0.8%	0.7%	28,703	+1.4%	$6.8M
WECWEC Energy Group Inc.	0.7%	0.8%	56,469	+0.1%	$6.6M
TAt&t Inc Com	0.7%	1.3%	313,389	-10.2%	$6.5M
TXNTexas Instruments Inc	0.7%	0.6%	21,547	-17.3%	$6.4M
ESEversource Energy	0.7%	0.6%	86,248	+16.7%	$6.2M
NVDANvidia Corporation Com	0.7%	0.6%	30,791	+5.7%	$6.2M
IVVIshares Core S&p 500 ETF	0.7%	0.7%	8,164	-1.3%	$6.1M
KMIKinder Morgan Inc Del Com	0.7%	0.8%	187,553	-5.6%	$6.0M
FFord Mtr Co	0.7%	0.7%	425,860	-11.5%	$5.9M
CNHICnh Indl N V	0.7%	0.8%	524,119	-14.0%	$5.9M
USBUS Bancorp Del	0.7%	0.6%	96,080	+8.6%	$5.8M
HSYHershey Co.	0.6%	0.8%	31,882	+2.0%	$5.6M
PSAPublic Storage	0.6%	—	16,941	—	$5.4M
TGTTarget Corp Com	0.6%	0.7%	41,062	-8.3%	$5.4M
QCOMQualcomm Inc	0.6%	—	28,178	—	$5.2M
FNFFidelity National Financial In	0.6%	0.6%	106,633	-0.4%	$5.0M
UBSIUnited Bankshares Inc WV	0.6%	0.6%	108,564	-3.0%	$5.0M

What 1834 Investment Advisors Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SPYG Spdr Series Trust+19.0% shares
ES Eversource Energy+16.7% shares
VEA Vanguard Tax-Managed Fds+16.5% shares
VOO Vanguard S&p 500 ETF+16.1% shares
SPYV Spdr Series Trust+15.8% shares
VWO Vanguard Intl Equity Index F+15.1% shares
VGIT Vanguard Intermediate Treasury ETF+9.9% shares
USB US Bancorp Del+8.6% shares

Reduced

TXN Texas Instruments Inc-17.3% shares
APA Apa Corporation-14.8% shares
CNHI Cnh Indl N V-14.0% shares
F Ford Mtr Co-11.5% shares
VZ Verizon Communications Inc Com-10.9% shares
T At&t Inc Com-10.2% shares
TGT Target Corp Com-8.3% shares
IVE Ishares S&p 500 Value ETF-7.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.2% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$882.6M	211
Q1 2026	$801.3M	206
Q4 2025	$797.1M	204
Q3 2025	$814.9M	204
Q2 2025	$789.8M	205
Q1 2025	$775.0M	206
Q4 2024	$789.9M	210
Q3 2024	$859.1M	213
Q2 2024	$830.2M	214
Q1 2024	$841.4M	218
Q4 2023	$837.2M	225
Q3 2023	$804.3M	228

Questions about 1834 Investment Advisors Co's portfolio

What stocks does 1834 Investment Advisors Co own?

1834 Investment Advisors Co's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 211 positions worth $882.6M. The largest are Ishares (IVW) at 5.0%, Vanguard Short-Term Treasury ETF Total (VGSH) at 4.4%, Vanguard Scottsdale Fds (VCSH) at 4.1%, Vanguard S&p 500 ETF (VOO) at 3.4% and Ishares S&p 500 Value ETF (IVE) at 3.2%.

What did 1834 Investment Advisors Co buy last quarter?

In Q2 2026, 1834 Investment Advisors Co added Spdr Series Trust (SPYG) (+19.0% shares), Eversource Energy (ES) (+16.7% shares) and Vanguard Tax-Managed Fds (VEA) (+16.5% shares), compared with its Q1 2026 filing.

What did 1834 Investment Advisors Co sell last quarter?

In Q2 2026, 1834 Investment Advisors Co cut from its top 50 Coterra Energy Inc (COG), cut from its top 50 Lockheed Martin Corp Com (LMT), cut from its top 50 Spdr Series Trust (SDY), Texas Instruments Inc (TXN) (-17.3% shares), Apa Corporation (APA) (-14.8% shares) and Cnh Indl N V (CNHI) (-14.0% shares), compared with its Q1 2026 filing.

How has 1834 Investment Advisors Co's portfolio performed?

A portfolio copying 1834 Investment Advisors Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.2% against +20.1%. Over 5 years: +6.8% a year against +11.6%.

When is 1834 Investment Advisors Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. 1834 Investment Advisors Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does 1834 Investment Advisors Co manage?

1834 Investment Advisors Co reported $2.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $882.6M.