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Richard Dullnig

1900 Wealth Management Llc

Assets Managed
$1.558B
Holdings
253
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-0.1%(2Q avg: 2.78%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in 1900 Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 253 positions.

Assets under management

The assets under management (AUM) of 1900 Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.558B in assets, with a quarterly growth rate of -0.1% and a 2-quarter average growth rate of 2.78%. The portfolio is managed by Richard Dullnig, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.25%
29.62%
$461.209M
6.026M shares@ $76.55 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 0.72%
7.96%
$123.959M
2.457M shares@ $50.46 avg price
UBND
Victoryshares Core Plus Inte
Recent Activity
Increased 2.12%
6.13%
$95.385M
4.379M shares@ $21.79 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 12.75%
4.52%
$70.277M
1.406M shares@ $49.99 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 3.51%
3.59%
$55.878M
788,008 shares@ $70.91 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.34%
2.9%
$45.158M
69,133 shares@ $653.22 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 1.76%
2.88%
$44.815M
756,760 shares@ $59.22 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -0.47%
2.37%
$36.834M
192,031 shares@ $191.82 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -0.82%
2.05%
$31.854M
132,730 shares@ $239.99 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.13%
1.91%
$29.644M
462,616 shares@ $64.09 avg price

1-10 of 253