1834 Investment Advisors Co.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), 1834 Investment Advisors Co. reported 204 stock positions worth $797.1 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.4% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 5.0%) and Vanguard S/T Corp. Bond ETF (VCSH, 4.1%). Compared with Q3 2025, it opened 10 new positions, sold out of 10, added to 36 and reduced 122. The biggest buy was a new position in United Bankshares (UBSI) and the biggest sale Ally Financial (ALLY, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001138486
- Portfolio Value
- $797.1M (Q4 2025)
- SEC Filing
- 0001172661-26-000390 ↗ filed Jan 29, 2026
Holdings Value
Holdings 204 stocks · $797.1M
| IVW iShares S&P 500 Growth ETF | 5.41% | 349,945 | $43.1M | Reduce -3.3% |
| VGSH Vanguard Short-Term Treasury | 5.03% | 682,464 | $40.1M | Reduce -4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.08% | 407,772 | $32.5M | Add +4.3% |
| IVE iShares S&P 500 Value ETF | 3.68% | 138,396 | $29.3M | Reduce -6.9% |
| AAPL Apple Inc. | 3.17% | 92,806 | $25.2M | Reduce -6.0% |
| VCIT Vanguard Int-Term Corporate | 3.06% | 291,325 | $24.4M | Reduce -6.6% |
| MSFT Microsoft Corp. | 2.96% | 48,814 | $23.6M | Reduce -4.1% |
| VOO Vanguard S&P 500 ETF | 2.85% | 36,225 | $22.7M | Reduce -0.9% |
| VGIT Vanguard Intermediate-Term T | 2.63% | 350,111 | $21.0M | Reduce -6.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.15% | 301,112 | $17.1M | Reduce -4.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.87% | 153,648 | $14.9M | Reduce -2.7% |
| VEA Vanguard Ftse Developed ETF | 1.84% | 235,415 | $14.7M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.68% | 42,885 | $13.4M | Reduce -3.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.65% | 123,625 | $13.2M | Reduce -0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.64% | 99,470 | $13.1M | Reduce -4.5% |
| VMBS Vanguard Mortgage-Backed Sec | 1.63% | 276,082 | $13.0M | Add +2.2% |
| AVGO Broadcom Inc. | 1.45% | 33,430 | $11.6M | Reduce -1.8% |
| GLD SPDR Gold Shares | 1.37% | 27,609 | $10.9M | Reduce -2.9% |
| T AT&T Inc. | 1.29% | 414,075 | $10.3M | Reduce -8.8% |
| CVS CVS Health Corp. | 1.18% | 118,047 | $9.4M | Reduce -4.4% |
| TFC Truist Financial Corp. | 1.14% | 184,028 | $9.1M | Reduce -2.2% |
| MRK Merck & Co. Inc. | 1.10% | 83,295 | $8.8M | Add +4.8% |
| CTRA Coterra Energy Inc. | 1.09% | 329,145 | $8.7M | Reduce -6.9% |
| BMY Bristol-Myers Squibb Co. | 1.09% | 160,542 | $8.7M | Add +0.6% |
| APA Apa Corp. | 1.06% | 346,838 | $8.5M | Add +5.4% |
| DG Dollar General Corp. | 1.06% | 63,525 | $8.4M | Reduce -5.1% |
| JNJ Johnson & Johnson | 1.03% | 39,556 | $8.2M | Reduce -5.3% |
| VZ Verizon Communications Inc. | 1.01% | 197,095 | $8.0M | Reduce -7.8% |
| MO Altria Group Inc. | 0.98% | 136,139 | $7.9M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.96% | 23,682 | $7.6M | Reduce -2.5% |
| KMI Kinder Morgan Inc. | 0.87% | 252,074 | $6.9M | Reduce -15.3% |
| PFE Pfizer Inc. | 0.87% | 278,287 | $6.9M | Reduce -8.8% |
| AMZN Amazon.com Inc. | 0.83% | 28,500 | $6.6M | Reduce -1.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.79% | 477,998 | $6.3M | Add +0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.75% | 65,793 | $6.0M | Add +10.4% |
| WEC WEC Energy Group Inc. | 0.74% | 56,231 | $5.9M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 0.74% | 8,628 | $5.9M | Reduce -1.9% |
| CVX Chevron Corp. | 0.74% | 38,629 | $5.9M | Add +20.4% |
| VWO Vanguard Ftse Emerging Marke | 0.73% | 108,819 | $5.9M | Add +2.1% |
| FNF Fidelity National Financial | 0.73% | 106,844 | $5.8M | Reduce -3.0% |
| QCOM Qualcomm Inc. | 0.71% | 33,155 | $5.7M | Reduce -0.9% |
| HSY The Hershey Co. | 0.68% | 29,936 | $5.4M | Add +4.0% |
| NVDA Nvidia Corp. | 0.68% | 29,108 | $5.4M | Reduce -5.1% |
| CNH CNH Industrial NV | 0.68% | 585,263 | $5.4M | Reduce -7.1% |
| LMT Lockheed Martin Corp. | 0.64% | 10,570 | $5.1M | Reduce -6.5% |
| C Citigroup Inc. | 0.63% | 42,948 | $5.0M | Reduce -23.3% |
| D Dominion Energy Inc. | 0.61% | 83,129 | $4.9M | Reduce -24.8% |
| ALLY Ally Financial Inc. | 0.57% | 101,176 | $4.6M | Reduce -52.3% |
| WU Western Union Co. | 0.57% | 485,748 | $4.5M | Reduce -12.1% |
| TXN Texas Instruments Inc. | 0.56% | 25,739 | $4.5M | Reduce -3.0% |
| SDY SS SPDR S&P Dividend ETF | 0.56% | 31,956 | $4.4M | Reduce -16.0% |
| ES Eversource Energy | 0.55% | 65,328 | $4.4M | Add +13.7% |
| TGT Target Corp. | 0.53% | 43,331 | $4.2M | Add +6.1% |
| CCI Crown Castle Inc. | 0.53% | 47,581 | $4.2M | Reduce -31.4% |
| VIRT Virtu Financial Inc. Class A | 0.50% | 119,271 | $4.0M | Reduce -36.9% |
| USB US Bancorp | 0.50% | 74,232 | $4.0M | Add +319.7% |
| PSA Public Storage | 0.50% | 15,207 | $3.9M | Add +11.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.48% | 37,490 | $3.8M | Add +0.3% |
| UBSI United Bankshares Inc. | 0.46% | 96,344 | $3.7M | New |
| IJT iShares S&P Small-Cap 600 GR | 0.45% | 25,271 | $3.6M | Reduce -5.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.45% | 31,226 | $3.6M | Reduce -3.4% |
| CAG Conagra Brands Inc. | 0.44% | 200,646 | $3.5M | Add +24.4% |
| LLY Eli Lilly & Co. | 0.43% | 3,195 | $3.4M | Reduce -1.7% |
| EFA iShares MSCI Eafe ETF | 0.43% | 35,377 | $3.4M | Reduce -6.6% |
| CSCO Cisco Systems Inc. | 0.42% | 43,015 | $3.3M | Reduce -27.1% |
| XLK SS Technology Select Sector | 0.42% | 22,992 | $3.3M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 4,740 | $3.2M | Reduce -13.9% |
| PG The Procter & Gamble Co. | 0.40% | 22,224 | $3.2M | No change |
| TSN Tyson Foods Inc. Class A | 0.37% | 50,382 | $3.0M | Reduce -14.7% |
| UNH Unitedhealth Group Inc. | 0.36% | 8,583 | $2.8M | Reduce -8.3% |
| SCHA Schwab US Small-Cap ETF | 0.35% | 97,500 | $2.8M | Reduce -4.8% |
| IWO iShares Russell 2000 Growth | 0.34% | 8,308 | $2.7M | Reduce -0.5% |
| KR Kroger Co. | 0.34% | 42,749 | $2.7M | Reduce -47.1% |
| PM Philip Morris International | 0.32% | 16,065 | $2.6M | Reduce -0.8% |
| WTM White Mountains Insurance GP | 0.31% | 1,176 | $2.4M | No change |
| EIX Edison International | 0.30% | 40,277 | $2.4M | New |
| META Meta Platforms Inc. Class A | 0.28% | 3,424 | $2.3M | Add +0.3% |
| O Realty Income Corp. | 0.28% | 39,734 | $2.2M | Add +86.7% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.27% | 20,272 | $2.1M | Reduce -46.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.26% | 48,303 | $2.1M | Reduce -23.5% |
| BBY Best Buy Co. Inc. | 0.26% | 30,854 | $2.1M | Reduce -0.7% |
| MDY State Street SPDR S&P Midcap | 0.26% | 3,407 | $2.1M | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.26% | 8,328 | $2.1M | No change |
| IWF iShares Russell 1000 Growth | 0.25% | 4,170 | $2.0M | Reduce -5.8% |
| V Visa Inc. Class A | 0.23% | 5,301 | $1.9M | Add +0.1% |
| PCAR Paccar Inc. | 0.23% | 16,721 | $1.8M | New |
| IJH iShares Core S&P Midcap ETF | 0.22% | 27,153 | $1.8M | Reduce -2.1% |
| KLAC KLA Corp. | 0.22% | 1,455 | $1.8M | Reduce -5.3% |
| LYB Lyondellbasell Indu Class A | 0.21% | 39,479 | $1.7M | Add +127.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 33,043 | $1.7M | Add +66.3% |
| WFC Wells Fargo & Co. | 0.21% | 17,647 | $1.6M | Reduce -2.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.21% | 5,884 | $1.6M | Add +28.6% |
| XOM Exxon Mobil Corp. | 0.20% | 12,922 | $1.6M | Reduce -38.7% |
| DOC Healthpeak Properties Inc. | 0.19% | 93,870 | $1.5M | Add +326.9% |
| VNQ Vanguard Real Estate ETF | 0.19% | 16,723 | $1.5M | No change |
| OEF iShares S&P 100 ETF | 0.18% | 4,126 | $1.4M | Add +2.4% |
| HD Home Depot Inc. | 0.17% | 4,044 | $1.4M | Reduce -29.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.17% | 11,844 | $1.4M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 7,726 | $1.4M | Reduce -2.3% |
| XLV SS Health Care Select Sector | 0.17% | 8,824 | $1.4M | Reduce -1.8% |
Portfolio Sells Q3 2025 → Q4 2025
| ALLY Ally Financial Inc. | Reduce -52.3% | 0.57% | −0.45 |
| KR Kroger Co. | Reduce -47.1% | 0.34% | −0.33 |
| VIRT Virtu Financial Inc. Class A | Reduce -36.9% | 0.50% | −0.32 |
| CCI Crown Castle Inc. | Reduce -31.4% | 0.53% | −0.29 |
| T AT&T Inc. | Reduce -8.8% | 1.29% | −0.28 |
| MSFT Microsoft Corp. | Reduce -4.1% | 2.96% | −0.27 |
| CUBE Cubesmart | Reduce -83.0% | 0.05% | −0.25 |
| DOW Dow Inc. | Sold out | 0.00% | −0.22 |
| D Dominion Energy Inc. | Reduce -24.8% | 0.61% | −0.22 |
| KMI Kinder Morgan Inc. | Reduce -15.3% | 0.87% | −0.16 |
| CNH CNH Industrial NV | Reduce -7.1% | 0.68% | −0.16 |
| UNP Union Pacific Corp. | Reduce -60.6% | 0.10% | −0.16 |
| VCIT Vanguard Int-Term Corporate | Reduce -6.6% | 3.06% | −0.16 |
| VZ Verizon Communications Inc. | Reduce -7.8% | 1.01% | −0.15 |
| EL Estee Lauder Companies Class A | Reduce -46.1% | 0.27% | −0.14 |
| MO Altria Group Inc. | Reduce -1.1% | 0.98% | −0.13 |
| VGIT Vanguard Intermediate-Term T | Reduce -6.6% | 2.63% | −0.13 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.12 |
| HD Home Depot Inc. | Reduce -29.6% | 0.17% | −0.11 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.0% | 5.03% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -38.7% | 0.20% | −0.10 |
| SDY SS SPDR S&P Dividend ETF | Reduce -16.0% | 0.56% | −0.10 |
| FNF Fidelity National Financial | Reduce -3.0% | 0.73% | −0.09 |
| PFE Pfizer Inc. | Reduce -8.8% | 0.87% | −0.08 |
| IVE iShares S&P 500 Value ETF | Reduce -6.9% | 3.68% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -27.1% | 0.42% | −0.08 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -23.5% | 0.26% | −0.08 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.07 |
| C Citigroup Inc. | Reduce -23.3% | 0.63% | −0.07 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.16% | −0.07 |
| WEC WEC Energy Group Inc. | Reduce -2.2% | 0.74% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -6.5% | 0.64% | −0.05 |
| COP Conocophillips | Reduce -49.1% | 0.05% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.9% | 0.41% | −0.04 |
| GE General Electric | Reduce -53.5% | 0.04% | −0.04 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -8.3% | 0.36% | −0.04 |
| RPRX Royalty Pharma PLC Class A | Sold out | 0.00% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -3.0% | 0.56% | −0.04 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.04 |
| P Everpure Inc. Class A | Reduce -3.3% | 0.13% | −0.04 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.03 |
| BBY Best Buy Co. Inc. | Reduce -0.7% | 0.26% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.03 |
| FAF First American Financial | Reduce -46.8% | 0.03% | −0.03 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.03 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Reduce -2.6% | 0.07% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -42.8% | 0.04% | −0.02 |
| TSN Tyson Foods Inc. Class A | Reduce -14.7% | 0.37% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| UBSI United Bankshares Inc. | New | 0.46% | +0.46 |
| USB US Bancorp | Add +319.7% | 0.50% | +0.39 |
| EIX Edison International | New | 0.30% | +0.30 |
| MRK Merck & Co. Inc. | Add +4.8% | 1.10% | +0.28 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.3% | 4.08% | +0.24 |
| PCAR Paccar Inc. | New | 0.23% | +0.23 |
| BMY Bristol-Myers Squibb Co. | Add +0.6% | 1.09% | +0.20 |
| DOC Healthpeak Properties Inc. | Add +326.9% | 0.19% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 1.84% | +0.13 |
| CVX Chevron Corp. | Add +20.4% | 0.74% | +0.13 |
| O Realty Income Corp. | Add +86.7% | 0.28% | +0.12 |
| LYB Lyondellbasell Indu Class A | Add +127.5% | 0.21% | +0.11 |
| LAMR Lamar Advertising Co. Class A | New | 0.09% | +0.09 |
| F Ford Motor Co. | Add +0.3% | 0.79% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +66.3% | 0.21% | +0.09 |
| CFG Citizens Financial Group | New | 0.09% | +0.09 |
| APA Apa Corp. | Add +5.4% | 1.06% | +0.08 |
| IWV iShares Russell 3000 ETF | New | 0.08% | +0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +10.4% | 0.75% | +0.08 |
| TGT Target Corp. | Add +6.1% | 0.53% | +0.08 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.2% | 1.63% | +0.07 |
| CAG Conagra Brands Inc. | Add +24.4% | 0.44% | +0.07 |
| MRVL Marvell Technology Inc. | New | 0.07% | +0.07 |
| GIS General Mills Inc. | New | 0.06% | +0.06 |
| ES Eversource Energy | Add +13.7% | 0.55% | +0.05 |
| CCK Crown Holdings Inc. | New | 0.05% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +28.6% | 0.21% | +0.04 |
| MLI Mueller Industries Inc. | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +2.1% | 0.73% | +0.03 |
| HSY The Hershey Co. | Add +4.0% | 0.68% | +0.02 |
| VTR Ventas Inc. | Add +0.2% | 0.14% | +0.02 |
| CRM Salesforce Inc. | Add +1.1% | 0.11% | +0.01 |
| OEF iShares S&P 100 ETF | Add +2.4% | 0.18% | +0.01 |
| PSA Public Storage | Add +11.5% | 0.50% | +0.01 |
| V Visa Inc. Class A | Add +0.1% | 0.23% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +0.3% | 0.48% | +0.01 |
| CCL Carnival Corp. | Add +0.1% | 0.10% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.3% | 0.12% | +0.01 |
| FBIZ First Business Financial Ser | Add +0.5% | 0.05% | +0.00 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +6.0% | 0.05% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +5.9% | 0.04% | +0.00 |
| ADBE Adobe Inc. | Add +0.3% | 0.10% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.06% | +0.00 |
| VRP Invesco Variable Rate Prefer | Add +0.2% | 0.05% | +0.00 |
| RMD Resmed Inc. | Add +4.9% | 0.07% | −0.00 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.28% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| 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 |