1834 Investment Advisors Co.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), 1834 Investment Advisors Co. reported 211 stock positions worth $882.6 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.0% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 4.4%) and Vanguard S/T Corp. Bond ETF (VCSH, 4.1%). Compared with Q1 2026, it opened 12 new positions, sold out of 7, added to 68 and reduced 82. The biggest buy was a new position in Devon Energy (DVN) and the biggest sale an exit from Coterra Energy (CTRA).
- Most Recent 13F
- Q3 2026
- Location
- MILWAUKEE, WI
- CIK
- 0001138486
- Portfolio Value
- $882.6M (Q2 2026)
- SEC Filing
- 0001172661-26-002947 ↗ filed Jul 30, 2026
Holdings Value
Holdings 211 stocks · $882.6M
| IVW iShares S&P 500 Growth ETF | 4.99% | 320,486 | $44.1M | Reduce -1.6% |
| VGSH Vanguard Short-Term Treasury | 4.40% | 667,988 | $38.9M | Reduce -3.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.11% | 458,713 | $36.3M | Add +6.2% |
| VOO Vanguard S&P 500 ETF | 3.35% | 43,073 | $29.6M | Add +16.1% |
| IVE iShares S&P 500 Value ETF | 3.23% | 125,735 | $28.5M | Reduce -7.0% |
| AAPL Apple Inc. | 2.93% | 89,375 | $25.9M | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 2.85% | 304,808 | $25.2M | Add +3.2% |
| VGIT Vanguard Intermediate-Term T | 2.81% | 421,015 | $24.8M | Add +9.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.60% | 193,162 | $23.0M | Add +19.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.42% | 351,475 | $21.4M | Add +15.8% |
| VEA Vanguard Ftse Developed ETF | 2.20% | 272,328 | $19.4M | Add +16.5% |
| MSFT Microsoft Corp. | 2.08% | 49,181 | $18.3M | Add +2.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.00% | 150,402 | $17.7M | Reduce -0.8% |
| VMBS Vanguard Mortgage-Backed Sec | 1.83% | 344,888 | $16.1M | Add +7.2% |
| GOOGL Alphabet Inc. Class A | 1.72% | 42,521 | $15.2M | Add +2.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.57% | 93,660 | $13.8M | Reduce -1.4% |
| AVGO Broadcom Inc. | 1.43% | 33,485 | $12.6M | Add +1.7% |
| APA Apa Corp. | 1.22% | 329,792 | $10.7M | Reduce -14.8% |
| MRK Merck & Co. Inc. | 1.20% | 82,232 | $10.6M | Reduce -3.6% |
| CVS CVS Health Corp. | 1.19% | 101,154 | $10.5M | Reduce -4.6% |
| GLD SPDR Gold Shares | 1.18% | 28,248 | $10.4M | Add +0.1% |
| MO Altria Group Inc. | 1.10% | 134,922 | $9.7M | Reduce -0.4% |
| BMY Bristol-Myers Squibb Co. | 1.07% | 164,395 | $9.5M | Add +0.5% |
| TFC Truist Financial Corp. | 1.05% | 186,047 | $9.3M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.05% | 36,351 | $9.2M | Reduce -6.6% |
| DVN Devon Energy Corp. | 1.00% | 213,447 | $8.8M | New |
| VWO Vanguard Ftse Emerging Marke | 0.88% | 130,197 | $7.8M | Add +15.1% |
| CVX Chevron Corp. | 0.85% | 45,395 | $7.5M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 0.85% | 22,859 | $7.5M | Reduce -3.0% |
| VZ Verizon Communications Inc. | 0.83% | 173,925 | $7.4M | Reduce -10.9% |
| EIX Edison International | 0.81% | 96,305 | $7.2M | Add +4.7% |
| PFE Pfizer Inc. | 0.79% | 289,830 | $7.0M | Add +0.7% |
| DG Dollar General Corp. | 0.78% | 60,105 | $6.9M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.78% | 28,703 | $6.8M | Add +1.4% |
| WEC WEC Energy Group Inc. | 0.75% | 56,469 | $6.6M | Add +0.1% |
| T AT&T Inc. | 0.73% | 313,389 | $6.5M | Reduce -10.3% |
| TXN Texas Instruments Inc. | 0.73% | 21,547 | $6.4M | Reduce -17.3% |
| ES Eversource Energy | 0.71% | 86,248 | $6.2M | Add +16.7% |
| NVDA Nvidia Corp. | 0.70% | 30,791 | $6.2M | Add +5.7% |
| IVV iShares Core S&P 500 ETF | 0.69% | 8,164 | $6.1M | Reduce -1.3% |
| KMI Kinder Morgan Inc. | 0.68% | 187,553 | $6.0M | Reduce -5.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.67% | 425,860 | $5.9M | Reduce -11.5% |
| CNH CNH Industrial NV | 0.67% | 524,119 | $5.9M | Reduce -14.0% |
| USB US Bancorp | 0.66% | 96,080 | $5.8M | Add +8.6% |
| HSY The Hershey Co. | 0.63% | 31,882 | $5.6M | Add +2.0% |
| PSA Public Storage | 0.61% | 16,941 | $5.4M | Add +3.3% |
| TGT Target Corp. | 0.61% | 41,062 | $5.4M | Reduce -8.3% |
| QCOM Qualcomm Inc. | 0.59% | 28,178 | $5.2M | Reduce -16.7% |
| FNF Fidelity National Financial | 0.57% | 106,633 | $5.0M | Reduce -0.4% |
| UBSI United Bankshares Inc. | 0.56% | 108,564 | $5.0M | Reduce -3.0% |
| SDY SS SPDR S&P Dividend ETF | 0.55% | 31,911 | $4.9M | Add +2.6% |
| C Citigroup Inc. | 0.51% | 31,941 | $4.5M | Reduce -6.5% |
| BBWI Bath & Body Works Inc. | 0.51% | 193,024 | $4.5M | Add +937.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.50% | 38,970 | $4.4M | Add +3.3% |
| CMCSA Comcast Corp. Class A | 0.49% | 176,848 | $4.3M | New |
| IJT iShares S&P Small-Cap 600 GR | 0.49% | 24,159 | $4.3M | Reduce -1.1% |
| DOC Healthpeak Properties Inc. | 0.48% | 199,520 | $4.3M | Add +8.4% |
| SCHA Schwab US Small-Cap ETF | 0.48% | 116,210 | $4.2M | Add +18.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.46% | 29,847 | $4.1M | Reduce -2.4% |
| PCAR Paccar Inc. | 0.45% | 32,815 | $3.9M | Add +11.7% |
| VIRT Virtu Financial Inc. Class A | 0.45% | 66,030 | $3.9M | Reduce -5.4% |
| WU Western Union Co. | 0.44% | 499,965 | $3.8M | Add +6.1% |
| KLAC KLA Corp. | 0.43% | 12,641 | $3.8M | Reduce -10.0% |
| LLY Eli Lilly & Co. | 0.43% | 3,175 | $3.8M | No change |
| O Realty Income Corp. | 0.43% | 60,912 | $3.8M | Add +12.8% |
| CAG Conagra Brands Inc. | 0.42% | 276,178 | $3.7M | Add +2.2% |
| XLK SS Technology Select Sector | 0.41% | 18,929 | $3.6M | Reduce -0.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 38,809 | $3.6M | Add +26.3% |
| EFA iShares MSCI Eafe ETF | 0.40% | 33,744 | $3.5M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 4,632 | $3.5M | Reduce -0.0% |
| CSCO Cisco Systems Inc. | 0.38% | 28,856 | $3.4M | Reduce -6.9% |
| LAMR Lamar Advertising Co. Class A | 0.38% | 21,642 | $3.4M | Add +69.5% |
| LMT Lockheed Martin Corp. | 0.38% | 6,550 | $3.3M | Reduce -35.1% |
| IWO iShares Russell 2000 Growth | 0.37% | 8,262 | $3.3M | No change |
| PG The Procter & Gamble Co. | 0.37% | 22,141 | $3.2M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.36% | 7,750 | $3.2M | Reduce -3.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 62,527 | $3.2M | Reduce -3.8% |
| AMD Advanced Micro Devices | 0.32% | 4,825 | $2.8M | Reduce -1.4% |
| PM Philip Morris International | 0.31% | 15,065 | $2.7M | No change |
| OEF iShares S&P 100 ETF | 0.29% | 6,931 | $2.5M | Add +19.5% |
| GIS General Mills Inc. | 0.28% | 71,993 | $2.5M | Add +105.8% |
| IWM iShares Russell 2000 ETF | 0.28% | 8,307 | $2.5M | Reduce -0.3% |
| WTM White Mountains Insurance GP | 0.28% | 1,176 | $2.4M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.28% | 7,926 | $2.4M | Add +24.0% |
| MDY State Street SPDR S&P Midcap | 0.27% | 3,397 | $2.4M | Reduce -0.1% |
| BBY Best Buy Co. Inc. | 0.27% | 31,335 | $2.4M | Reduce -2.5% |
| MRVL Marvell Technology Inc. | 0.26% | 7,838 | $2.3M | Reduce -7.0% |
| POR Portland General Electric Co. | 0.26% | 44,581 | $2.3M | New |
| ALLY Ally Financial Inc. | 0.26% | 49,911 | $2.3M | Reduce -20.9% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.25% | 51,633 | $2.2M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 26,979 | $2.1M | Reduce -0.6% |
| HST Host Hotels & Resorts Inc. | 0.23% | 85,140 | $2.0M | New |
| IWF iShares Russell 1000 Growth | 0.23% | 16,055 | $2.0M | No change |
| META Meta Platforms Inc. Class A | 0.22% | 3,444 | $1.9M | Add +2.9% |
| FTNT Fortinet Inc. | 0.22% | 12,584 | $1.9M | Add +8.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.22% | 963 | $1.9M | Reduce -4.5% |
| WSO Watsco Inc. | 0.22% | 4,563 | $1.9M | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.19% | 8,700 | $1.7M | Add +11.4% |
| BNY Bank of New York Mellon Corp. | 0.19% | 11,844 | $1.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 3,584 | $1.7M | Add +5.1% |
Portfolio Sells Q1 2026 → Q2 2026
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −1.49 |
| APA Apa Corp. | Reduce -14.8% | 1.22% | −0.83 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.2% | 4.40% | −0.64 |
| T AT&T Inc. | Reduce -10.3% | 0.73% | −0.53 |
| VZ Verizon Communications Inc. | Reduce -10.9% | 0.83% | −0.39 |
| LMT Lockheed Martin Corp. | Reduce -35.1% | 0.38% | −0.38 |
| CVX Chevron Corp. | Reduce -1.7% | 0.85% | −0.34 |
| IVE iShares S&P 500 Value ETF | Reduce -7.0% | 3.23% | −0.33 |
| TSN Tyson Foods Inc. Class A | Reduce -64.8% | 0.13% | −0.31 |
| CNH CNH Industrial NV | Reduce -14.0% | 0.67% | −0.17 |
| KMI Kinder Morgan Inc. | Reduce -5.6% | 0.68% | −0.15 |
| JNJ Johnson & Johnson | Reduce -6.6% | 1.05% | −0.14 |
| DG Dollar General Corp. | Reduce -1.8% | 0.78% | −0.12 |
| D Dominion Energy Inc. | Reduce -56.0% | 0.09% | −0.11 |
| EL Estee Lauder Companies Class A | Reduce -65.2% | 0.05% | −0.10 |
| KR Kroger Co. | Reduce -21.4% | 0.11% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -3.6% | 1.20% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -3.5% | 0.18% | −0.08 |
| TGT Target Corp. | Reduce -8.3% | 0.61% | −0.07 |
| LYB Lyondellbasell Indu Class A | Reduce -14.7% | 0.07% | −0.07 |
| ITM Vaneck Intermediate Muni ETF | Sold out | 0.00% | −0.06 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.06 |
| FNF Fidelity National Financial | Reduce -0.4% | 0.57% | −0.05 |
| ALLY Ally Financial Inc. | Reduce -20.9% | 0.26% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.8% | 0.36% | −0.05 |
| HII Huntington Ingalls Industrie | Reduce -8.0% | 0.07% | −0.05 |
| FLIN Franklin Ftse India ETF | Reduce -31.5% | 0.08% | −0.04 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.04 |
| ALB Albemarle Corp. | Reduce -8.6% | 0.06% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.37% | −0.03 |
| NI Nisource Inc. | Sold out | 0.00% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.3% | 0.08% | −0.03 |
| COP Conocophillips | Reduce -10.9% | 0.04% | −0.03 |
| EFX Equifax Inc. | Reduce -17.1% | 0.05% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -35.3% | 0.04% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -29.0% | 0.04% | −0.02 |
| TFC Truist Financial Corp. | Reduce -0.5% | 1.05% | −0.02 |
| CCI Crown Castle Inc. | Reduce -32.6% | 0.03% | −0.02 |
| F Ford Motor Co. | Reduce -11.5% | 0.67% | −0.02 |
| WMT Walmart Inc. | Reduce -2.4% | 0.08% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.9% | 0.40% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 0.85% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.06% | −0.02 |
| MO Altria Group Inc. | Reduce -0.4% | 1.10% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -3.3% | 0.16% | −0.02 |
| UBSI United Bankshares Inc. | Reduce -3.0% | 0.56% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.11% | −0.01 |
| BLK BlackRock Inc. | Reduce -6.3% | 0.06% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DVN Devon Energy Corp. | New | 1.00% | +1.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +19.0% | 2.60% | +0.62 |
| VOO Vanguard S&P 500 ETF | Add +16.1% | 3.35% | +0.58 |
| CMCSA Comcast Corp. Class A | New | 0.49% | +0.49 |
| BBWI Bath & Body Works Inc. | Add +937.1% | 0.51% | +0.46 |
| VEA Vanguard Ftse Developed ETF | Add +16.5% | 2.20% | +0.33 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +15.8% | 2.42% | +0.28 |
| POR Portland General Electric Co. | New | 0.26% | +0.26 |
| HST Host Hotels & Resorts Inc. | New | 0.23% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 1.72% | +0.23 |
| WSO Watsco Inc. | New | 0.22% | +0.22 |
| LAMR Lamar Advertising Co. Class A | Add +69.5% | 0.38% | +0.18 |
| AVGO Broadcom Inc. | Add +1.7% | 1.43% | +0.16 |
| GIS General Mills Inc. | Add +105.8% | 0.28% | +0.12 |
| SCHA Schwab US Small-Cap ETF | Add +18.7% | 0.48% | +0.12 |
| VWO Vanguard Ftse Emerging Marke | Add +15.1% | 0.88% | +0.12 |
| DOC Healthpeak Properties Inc. | Add +8.4% | 0.48% | +0.11 |
| FTNT Fortinet Inc. | Add +8.3% | 0.22% | +0.10 |
| USB US Bancorp | Add +8.6% | 0.66% | +0.08 |
| TROW T Rowe Price Group Inc. | Add +3.3% | 0.50% | +0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +24.0% | 0.28% | +0.07 |
| ES Eversource Energy | Add +16.7% | 0.71% | +0.07 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +5.7% | 0.70% | +0.06 |
| OEF iShares S&P 100 ETF | Add +19.5% | 0.29% | +0.06 |
| PSA Public Storage | Add +3.3% | 0.61% | +0.06 |
| ADP Automatic Data Processing | Add +191.3% | 0.08% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +26.3% | 0.40% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.1% | 0.19% | +0.05 |
| APH Amphenol Corp. Class A | New | 0.05% | +0.05 |
| ACN Accenture PLC Class A | New | 0.04% | +0.04 |
| PNFP Pinnacle Financial Partners | New | 0.04% | +0.04 |
| ZS Zscaler Inc. | New | 0.04% | +0.04 |
| EOG EOG Resources Inc. | Add +144.0% | 0.08% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.4% | 0.78% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +10.1% | 0.19% | +0.03 |
| GEV GE Vernova Inc. | Add +53.9% | 0.06% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +17.3% | 0.09% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.02% | +0.02 |
| CSX CSX Corp. | New | 0.02% | +0.02 |
| PCAR Paccar Inc. | Add +11.7% | 0.45% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +11.4% | 0.19% | +0.02 |
| DHR Danaher Corp. | Add +61.8% | 0.07% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +15.0% | 0.06% | +0.02 |
| O Realty Income Corp. | Add +12.8% | 0.43% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +11.4% | 0.19% | +0.02 |
| CFG Citizens Financial Group | Add +6.7% | 0.11% | +0.01 |
| IBM Intl Business Machines Corp. | Add +11.8% | 0.05% | +0.01 |
| MLI Mueller Industries Inc. | Add +9.5% | 0.08% | +0.01 |
| PINS Pinterest Inc. Class A | Add +11.1% | 0.06% | +0.01 |
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 |