1834 Investment Advisors Co.
In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 16, 2026), 1834 Investment Advisors Co. reported 232 stock positions worth $885.7 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.0% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 4.4%) and Vanguard Short-Term Treasury (VGSH, 4.0%). Compared with Q2 2026, it opened 28 new positions, sold out of 7, added to 73 and reduced 96. The biggest buy was Pepsico (PEP, shares +413%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −11%).
- Most Recent 13F
- Q3 2026
- Location
- MILWAUKEE, WI
- CIK
- 0001138486
- Portfolio Value
- $885.7M (Q3 2026)
- SEC Filing
- 0001172661-26-004580 ↗ filed Oct 16, 2026
Holdings Value
Holdings 232 stocks · $885.7M
| IVW iShares S&P 500 Growth ETF | 5.02% | 312,344 | $44.4M | Reduce -2.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.39% | 503,177 | $38.9M | Add +9.7% |
| VGSH Vanguard Short-Term Treasury | 4.02% | 619,090 | $35.6M | Reduce -7.3% |
| VOO Vanguard S&P 500 ETF | 3.40% | 42,974 | $30.1M | Reduce -0.2% |
| AAPL Apple Inc. | 3.22% | 85,687 | $28.5M | Reduce -4.1% |
| IVE iShares S&P 500 Value ETF | 3.14% | 121,777 | $27.8M | Reduce -3.1% |
| VGIT Vanguard Intermediate-Term T | 3.00% | 468,701 | $26.6M | Add +11.3% |
| MSFT Microsoft Corp. | 2.83% | 48,928 | $25.1M | Reduce -0.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.73% | 196,504 | $24.2M | Add +1.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.47% | 358,033 | $21.9M | Add +1.9% |
| VCIT Vanguard Int-Term Corporate | 2.41% | 272,122 | $21.3M | Reduce -10.7% |
| VEA Vanguard Ftse Developed ETF | 2.24% | 280,654 | $19.8M | Add +3.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.80% | 145,366 | $15.9M | Reduce -3.4% |
| VMBS Vanguard Mortgage-Backed Sec | 1.74% | 347,655 | $15.4M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.65% | 42,378 | $14.6M | Reduce -0.3% |
| APA Apa Corp. | 1.43% | 305,847 | $12.7M | Reduce -7.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.40% | 90,092 | $12.4M | Reduce -3.8% |
| AVGO Broadcom Inc. | 1.33% | 33,512 | $11.8M | Add +0.1% |
| GLD SPDR Gold Shares | 1.20% | 27,922 | $10.6M | Reduce -1.1% |
| BMY Bristol-Myers Squibb Co. | 1.15% | 162,905 | $10.2M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 1.12% | 68,478 | $10.0M | Reduce -16.7% |
| DVN Devon Energy Corp. | 1.06% | 203,007 | $9.3M | Reduce -4.9% |
| CVX Chevron Corp. | 1.01% | 43,915 | $9.0M | Reduce -3.3% |
| MO Altria Group Inc. | 1.01% | 132,327 | $8.9M | Reduce -1.9% |
| TFC Truist Financial Corp. | 0.97% | 185,329 | $8.6M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.95% | 141,709 | $8.4M | Add +8.8% |
| CVS CVS Health Corp. | 0.94% | 97,222 | $8.3M | Reduce -3.9% |
| JNJ Johnson & Johnson | 0.94% | 31,305 | $8.3M | Reduce -13.9% |
| PFE Pfizer Inc. | 0.92% | 284,573 | $8.1M | Reduce -1.8% |
| VZ Verizon Communications Inc. | 0.89% | 171,513 | $7.9M | Reduce -1.4% |
| T AT&T Inc. | 0.83% | 301,741 | $7.4M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.83% | 22,251 | $7.4M | Reduce -2.7% |
| NVDA Nvidia Corp. | 0.82% | 31,802 | $7.3M | Add +3.3% |
| AMZN Amazon.com Inc. | 0.80% | 28,613 | $7.1M | Reduce -0.3% |
| DG Dollar General Corp. | 0.80% | 59,256 | $7.1M | Reduce -1.4% |
| ES Eversource Energy | 0.69% | 94,929 | $6.1M | Add +10.1% |
| USB US Bancorp | 0.66% | 101,698 | $5.9M | Add +5.8% |
| CMCSA Comcast Corp. Class A | 0.64% | 258,580 | $5.6M | Add +46.2% |
| WEC WEC Energy Group Inc. | 0.63% | 54,941 | $5.5M | Reduce -2.7% |
| SDY SS SPDR S&P Dividend ETF | 0.61% | 36,633 | $5.4M | Add +14.8% |
| EIX Edison International | 0.60% | 99,026 | $5.3M | Add +2.8% |
| KMI Kinder Morgan Inc. | 0.58% | 169,240 | $5.1M | Reduce -9.8% |
| HSY The Hershey Co. | 0.57% | 32,017 | $5.0M | Add +0.4% |
| BBWI Bath & Body Works Inc. | 0.57% | 316,246 | $5.0M | Add +63.8% |
| UBSI United Bankshares Inc. | 0.56% | 108,547 | $5.0M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 0.56% | 6,446 | $4.9M | Reduce -21.0% |
| TGT Target Corp. | 0.55% | 31,229 | $4.9M | Reduce -23.9% |
| PSA Public Storage | 0.55% | 17,229 | $4.9M | Add +1.7% |
| POR Portland General Electric Co. | 0.51% | 100,332 | $4.5M | Add +125.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.47% | 40,051 | $4.2M | Add +2.8% |
| DOC Healthpeak Properties Inc. | 0.47% | 206,239 | $4.1M | Add +3.4% |
| FNF Fidelity National Financial | 0.47% | 106,553 | $4.1M | Reduce -0.1% |
| C Citigroup Inc. | 0.45% | 30,643 | $4.0M | Reduce -4.1% |
| SCHA Schwab US Small-Cap ETF | 0.43% | 117,149 | $3.8M | Add +0.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.42% | 29,108 | $3.7M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 0.42% | 3,201 | $3.7M | Add +0.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.42% | 23,020 | $3.7M | Reduce -4.7% |
| LAMR Lamar Advertising Co. Class A | 0.41% | 24,905 | $3.6M | Add +15.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.41% | 297,537 | $3.6M | Reduce -30.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 38,794 | $3.6M | Reduce -0.0% |
| PEP Pepsico Inc. | 0.40% | 27,949 | $3.5M | Add +412.9% |
| O Realty Income Corp. | 0.40% | 64,992 | $3.5M | Add +6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 4,612 | $3.5M | Reduce -0.4% |
| TXN Texas Instruments Inc. | 0.39% | 12,360 | $3.5M | Reduce -42.6% |
| EFA iShares MSCI Eafe ETF | 0.39% | 33,025 | $3.4M | Reduce -2.1% |
| PCAR Paccar Inc. | 0.38% | 30,924 | $3.4M | Reduce -5.8% |
| XLK SS Technology Select Sector | 0.38% | 16,986 | $3.3M | Reduce -10.3% |
| PG The Procter & Gamble Co. | 0.37% | 22,714 | $3.3M | Add +2.6% |
| VIRT Virtu Financial Inc. Class A | 0.37% | 59,160 | $3.3M | Reduce -10.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 68,413 | $3.2M | Add +9.4% |
| ACN Accenture PLC Class A | 0.35% | 17,078 | $3.1M | Add +443.9% |
| AMD Advanced Micro Devices | 0.35% | 5,046 | $3.1M | Add +4.6% |
| CSCO Cisco Systems Inc. | 0.34% | 28,157 | $3.0M | Reduce -2.4% |
| IWO iShares Russell 2000 Growth | 0.33% | 8,226 | $2.9M | Reduce -0.4% |
| PM Philip Morris International | 0.32% | 14,968 | $2.9M | Reduce -0.6% |
| WSO Watsco Inc. | 0.32% | 9,241 | $2.8M | Add +102.5% |
| BBY Best Buy Co. Inc. | 0.31% | 31,319 | $2.8M | Reduce -0.1% |
| OEF iShares S&P 100 ETF | 0.30% | 7,053 | $2.7M | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.30% | 3,715 | $2.7M | Add +7.9% |
| GIS General Mills Inc. | 0.30% | 82,159 | $2.6M | Add +14.1% |
| UNH Unitedhealth Group Inc. | 0.29% | 7,031 | $2.6M | Reduce -9.3% |
| CNH CNH Industrial NV | 0.29% | 198,688 | $2.6M | Reduce -62.1% |
| KLAC KLA Corp. | 0.28% | 12,817 | $2.5M | Add +1.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.28% | 8,387 | $2.4M | Add +5.8% |
| ADP Automatic Data Processing | 0.27% | 9,413 | $2.4M | Add +193.8% |
| LMT Lockheed Martin Corp. | 0.27% | 4,647 | $2.4M | Reduce -29.1% |
| WTM White Mountains Insurance GP | 0.27% | 1,176 | $2.4M | No change |
| HST Host Hotels & Resorts Inc. | 0.27% | 104,827 | $2.3M | Add +23.1% |
| IWM iShares Russell 2000 ETF | 0.26% | 8,305 | $2.3M | Reduce -0.0% |
| TSCO Tractor Supply Company | 0.25% | 71,735 | $2.2M | New |
| MDY State Street SPDR S&P Midcap | 0.25% | 3,392 | $2.2M | Reduce -0.1% |
| CNA Cna Financial Corp. | 0.25% | 49,339 | $2.2M | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.24% | 52,352 | $2.2M | Add +1.4% |
| P Everpure Inc. Class A | 0.23% | 15,910 | $2.1M | No change |
| MRVL Marvell Technology Inc. | 0.23% | 7,810 | $2.1M | Reduce -0.4% |
| V Visa Inc. Class A | 0.23% | 5,739 | $2.1M | Add +15.2% |
| FTNT Fortinet Inc. | 0.23% | 11,517 | $2.1M | Reduce -8.5% |
| IWF iShares Russell 1000 Growth | 0.22% | 15,742 | $2.0M | Reduce -1.9% |
| XOM Exxonmobil Holdings Corp. | 0.22% | 11,892 | $1.9M | New |
| EOG EOG Resources Inc. | 0.21% | 13,794 | $1.9M | Add +153.9% |
Portfolio Sells Q2 2026 → Q3 2026
| VCIT Vanguard Int-Term Corporate | Reduce -10.7% | 2.41% | −0.45 |
| QCOM Qualcomm Inc. | Reduce -64.5% | 0.21% | −0.38 |
| VGSH Vanguard Short-Term Treasury | Reduce -7.3% | 4.02% | −0.38 |
| CNH CNH Industrial NV | Reduce -62.1% | 0.29% | −0.38 |
| TXN Texas Instruments Inc. | Reduce -42.6% | 0.39% | −0.34 |
| WU Western Union Co. | Reduce -69.3% | 0.10% | −0.33 |
| CAG Conagra Brands Inc. | Reduce -79.1% | 0.09% | −0.33 |
| F Ford Motor Co. | Reduce -30.1% | 0.41% | −0.27 |
| CVS CVS Health Corp. | Reduce -3.9% | 0.94% | −0.25 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -3.4% | 1.80% | −0.20 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.18 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.8% | 1.40% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -21.0% | 0.56% | −0.14 |
| WEC WEC Energy Group Inc. | Reduce -2.7% | 0.63% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -29.1% | 0.27% | −0.11 |
| JNJ Johnson & Johnson | Reduce -13.9% | 0.94% | −0.11 |
| FNF Fidelity National Financial | Reduce -0.1% | 0.47% | −0.10 |
| KMI Kinder Morgan Inc. | Reduce -9.8% | 0.58% | −0.10 |
| IVE iShares S&P 500 Value ETF | Reduce -3.1% | 3.14% | −0.10 |
| MO Altria Group Inc. | Reduce -1.9% | 1.01% | −0.09 |
| ALLY Ally Financial Inc. | Reduce -18.3% | 0.17% | −0.09 |
| TFC Truist Financial Corp. | Reduce -0.4% | 0.97% | −0.08 |
| FLIN Franklin Ftse India ETF | Sold out | 0.00% | −0.08 |
| TSN Tyson Foods Inc. Class A | Reduce -56.9% | 0.05% | −0.08 |
| VIRT Virtu Financial Inc. Class A | Reduce -10.4% | 0.37% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 1.65% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -16.7% | 1.12% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -9.3% | 0.29% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -4.7% | 0.42% | −0.07 |
| PCAR Paccar Inc. | Reduce -5.8% | 0.38% | −0.06 |
| C Citigroup Inc. | Reduce -4.1% | 0.45% | −0.06 |
| TGT Target Corp. | Reduce -23.9% | 0.55% | −0.06 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.05 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -2.4% | 0.34% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.5% | 0.42% | −0.04 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.04 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.04 |
| IWO iShares Russell 2000 Growth | Reduce -0.4% | 0.33% | −0.04 |
| SO The Southern Co. | Reduce -20.8% | 0.08% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -18.6% | 0.06% | −0.03 |
| XLK SS Technology Select Sector | Reduce -10.3% | 0.38% | −0.03 |
| D Dominion Energy Inc. | Reduce -29.1% | 0.05% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -0.4% | 0.23% | −0.03 |
| HD Home Depot Inc. | Reduce -0.6% | 0.12% | −0.03 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -16.4% | 0.10% | −0.03 |
| KR Kroger Co. | Reduce -28.1% | 0.09% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.9% | 0.21% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.9% | 0.17% | −0.02 |
Portfolio Buys Q2 2026 → Q3 2026
| PEP Pepsico Inc. | Add +412.9% | 0.40% | +0.32 |
| ACN Accenture PLC Class A | Add +443.9% | 0.35% | +0.31 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +9.7% | 4.39% | +0.28 |
| TSCO Tractor Supply Company | New | 0.25% | +0.25 |
| CNA Cna Financial Corp. | New | 0.25% | +0.25 |
| POR Portland General Electric Co. | Add +125.1% | 0.51% | +0.24 |
| XOM Exxonmobil Holdings Corp. | New | 0.22% | +0.22 |
| DKS Dick's Sporting Goods Inc. | New | 0.19% | +0.19 |
| ADP Automatic Data Processing | Add +193.8% | 0.27% | +0.19 |
| VGIT Vanguard Intermediate-Term T | Add +11.3% | 3.00% | +0.18 |
| CMCSA Comcast Corp. Class A | Add +46.2% | 0.64% | +0.14 |
| MKC McCormick & Co.-Non VTG SHRS | Add +233.4% | 0.20% | +0.14 |
| EOG EOG Resources Inc. | Add +153.9% | 0.21% | +0.13 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.7% | 2.73% | +0.13 |
| NVDA Nvidia Corp. | Add +3.3% | 0.82% | +0.12 |
| WSO Watsco Inc. | Add +102.5% | 0.32% | +0.10 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.09% | +0.09 |
| GCOW Pacer Global Cash Cows Divid | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | Add +7.9% | 0.30% | +0.08 |
| ZTS Zoetis Inc. | New | 0.08% | +0.08 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.07% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +8.8% | 0.95% | +0.07 |
| BBWI Bath & Body Works Inc. | Add +63.8% | 0.57% | +0.06 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 0.06% | +0.06 |
| FGD First Trust DJ GL Sel DVD | New | 0.06% | +0.06 |
| SDY SS SPDR S&P Dividend ETF | Add +14.8% | 0.61% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | New | 0.05% | +0.05 |
| RDVI FT Vest Rising Dividend Achi | New | 0.05% | +0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.9% | 2.47% | +0.05 |
| QYLG Global X Nasdaq 100 Covc GRW | New | 0.05% | +0.05 |
| KNG FT Vest S&P 500 DVD Arst TRG | New | 0.05% | +0.05 |
| DURA Vaneck Durable High Dividend | New | 0.05% | +0.05 |
| SILJ Amplify Junior Silver Miners | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +15.2% | 0.23% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 2.24% | +0.04 |
| QYLD Global X Nasd 100 Cov Call | New | 0.04% | +0.04 |
| DHS Wisdomtree US High Dividend | New | 0.04% | +0.04 |
| HST Host Hotels & Resorts Inc. | Add +23.1% | 0.27% | +0.04 |
| SDVY First Trust Smid Cap Rising | New | 0.03% | +0.03 |
| SCI Service Corp. International | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +4.6% | 0.35% | +0.03 |
| DFAC Dimensional US Core Equity 2 | New | 0.03% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +0.4% | 0.08% | +0.03 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| IBB iShares Biotechnology ETF | New | 0.03% | +0.03 |
| TLH iShares 10-20 Year Treasury | New | 0.03% | +0.03 |
| ZS Zscaler Inc. | Add +17.9% | 0.07% | +0.03 |
| LQDW iShares Ingr Corp. BD B/W ETF | New | 0.03% | +0.03 |
| NEE Nextera Energy Inc. | New | 0.03% | +0.03 |
| MSI Motorola Solutions Inc. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 232 | $885.7M | IVW, VCSH, VGSH, VOO, AAPL |
| Q2 2026 | 211 | $882.6M | IVW, VGSH, VCSH, VOO, IVE |
| Q1 2026 | 206 | $801.3M | VGSH, IVW, VCSH, IVE, VCIT |
| Q4 2025 | 204 | $797.1M | IVW, VGSH, VCSH, IVE, AAPL |
| Q3 2025 | 204 | $814.9M | IVW, VGSH, VCSH, IVE, MSFT |
| Q2 2025 | 205 | $789.8M | IVW, VGSH, IVE, VCSH, VCIT |
| Q1 2025 | 206 | $775.0M | VGSH, IVW, IVE, VCSH, VCIT |
| Q4 2024 | 210 | $789.9M | IVW, VGSH, IVE, VCSH, AAPL |
| Q3 2024 | 213 | $859.1M | VGSH, IVW, IVE, VCSH, VCIT |
| Q2 2024 | 214 | $830.2M | IVW, VGSH, IVE, VCIT, VCSH |
| Q1 2024 | 218 | $841.4M | IVW, VGSH, IVE, VCSH, VCIT |