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David Bucur

1834 Investment Advisors Co

Assets Managed
$801.297M
Holdings
206
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
0.53%(2Q avg: -0.82%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in 1834 Investment Advisors Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 206 positions.

Assets under management

The assets under management (AUM) of 1834 Investment Advisors Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 801.297M in assets, with a quarterly growth rate of 0.53% and a 2-quarter average growth rate of -0.82%. The portfolio is managed by David Bucur, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 1.14%
5.05%
$40.405M
690,209 shares@ $58.55 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -6.9%
4.6%
$36.85M
325,789 shares@ $113.12 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 5.95%
4.28%
$34.246M
432,018 shares@ $79.28 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -2.32%
3.57%
$28.543M
135,177 shares@ $211.16 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 1.38%
3.05%
$24.439M
295,340 shares@ $82.75 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 9.39%
2.85%
$22.806M
382,976 shares@ $59.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.21%
2.85%
$22.797M
89,825 shares@ $253.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.44%
2.77%
$22.173M
37,106 shares@ $597.56 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.85%
2.22%
$17.734M
47,908 shares@ $370.17 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 0.76%
2.15%
$17.166M
303,396 shares@ $56.59 avg price

1-10 of 206