Q3 2026 13F · SEC CIK 1138486

1834 Investment Advisors Co

Institutional asset managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $885.7M
Reported positions: 232
Top holdings a year, 3 yrs: +11.8%
Assets under management: $2.2B

1834 Investment Advisors Co is an institutional asset manager that reported 232 positions worth $885.7M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Ishares Tr (IVW, 5.0%), Vanguard Scottsdale Fds (VCSH, 4.4%), Vanguard Scottsdale Fds (VGSH, 4.0%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

1834 Investment Advisors Co holdings largest 50 of 232 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

1834 Investment Advisors Co 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVWIshares Tr	5.0%	5.0%	312,344	-2.5%	$44.4M
VCSHVanguard Scottsdale Fds	4.4%	4.1%	503,177	+9.7%	$38.9M
VGSHVanguard Scottsdale Fds	4.0%	4.4%	619,090	-7.3%	$35.6M
VOOVanguard Index Fds	3.4%	3.4%	42,974	-0.2%	$30.1M
AAPLApple Inc	3.2%	2.9%	85,687	-4.1%	$28.5M
IVEIshares Tr	3.1%	3.2%	121,777	-3.1%	$27.8M
VGITVanguard Scottsdale Fds	3.0%	2.8%	468,701	+11.3%	$26.6M
MSFTMicrosoft Corp	2.8%	2.1%	48,928	-0.5%	$25.1M
SPYGState Street Spdr Portfolio S&p 500 Grow	2.7%	2.6%	196,504	+1.7%	$24.2M
SPYVState Street Spdr Portfolio S&p 500 Valu	2.5%	2.4%	358,033	+1.9%	$21.9M
VCITVanguard Scottsdale Fds	2.4%	2.9%	272,122	-10.7%	$21.3M
VEAVanguard Ftse Developed Markets Index Fu	2.2%	2.2%	280,654	+3.1%	$19.8M
IJKIshares S&p Mid Cap 400 Growth	1.8%	2.0%	145,366	-3.3%	$15.9M
VMBSVanguard Scottsdale Fds	1.7%	1.8%	347,655	+0.8%	$15.4M
GOOGLAlphabet Inc	1.6%	1.7%	42,378	-0.3%	$14.6M
APAApa Corporation	1.4%	1.2%	305,847	-7.3%	$12.7M
IJJIshares Tr	1.4%	1.6%	90,092	-3.8%	$12.4M
AVGOBroadcom Inc	1.3%	1.4%	33,512	+0.1%	$11.8M
GLDSpdr Gold Tr	1.2%	1.2%	27,922	-1.2%	$10.6M
BMYBristol-Myers Squibb Co	1.1%	1.1%	162,905	-0.9%	$10.2M
MRKMerck & Co Inc	1.1%	1.2%	68,478	-16.7%	$10.0M
DVNDevon Energy Corp New	1.1%	1.0%	203,007	-4.9%	$9.3M
CVXChevron Corporation	1.0%	0.9%	43,915	-3.3%	$9.0M
MOAltria Group Inc	1.0%	1.1%	132,327	-1.9%	$8.9M
TFCTruist Finl Corp	1.0%	1.1%	185,329	-0.4%	$8.6M
VWOVanguard Intl Equity Index F	0.9%	0.9%	141,709	+8.8%	$8.4M
CVSCvs Health Corp	0.9%	1.2%	97,222	-3.9%	$8.3M
JNJJohnson & Johnson	0.9%	1.0%	31,305	-13.9%	$8.3M
PFEPfizer Inc	0.9%	0.8%	284,573	-1.8%	$8.1M
VZVerizon Communications Inc	0.9%	0.8%	171,513	-1.4%	$7.9M
TAt&t Inc	0.8%	0.7%	301,741	-3.7%	$7.4M
JPMJpmorgan Chase & Co	0.8%	0.8%	22,251	-2.7%	$7.4M
NVDANvidia Corporation	0.8%	0.7%	31,802	+3.3%	$7.3M
AMZNAmazon Com Inc	0.8%	0.8%	28,613	-0.3%	$7.1M
DGDollar Gen Corp	0.8%	0.8%	59,256	-1.4%	$7.1M
ESEversource Energy	0.7%	0.7%	94,929	+10.1%	$6.1M
USBUS Bancorp	0.7%	0.7%	101,698	+5.8%	$5.9M
CMCSAComcast Corp New	0.6%	—	258,580	—	$5.6M
WECWec Energy Group Inc	0.6%	0.7%	54,941	-2.7%	$5.5M
SDYSpdr Ser Tr	0.6%	—	36,633	—	$5.4M
EIXEdison Intl	0.6%	0.8%	99,026	+2.8%	$5.3M
KMIKinder Morgan Inc Del	0.6%	0.7%	169,240	-9.8%	$5.1M
HSYHershey Co	0.6%	0.6%	32,017	+0.4%	$5.0M
BBWIBath & Body Works Inc (BBWI)	0.6%	—	316,246	—	$5.0M
UBSIUnited Bankshares Incorporated West Va	0.6%	0.6%	108,547	-0.0%	$5.0M
IVVIshares Tr	0.6%	0.7%	6,446	-21.0%	$4.9M
TGTTarget Corp	0.6%	0.6%	31,229	-23.9%	$4.9M
PSAPublic Storage	0.6%	0.6%	17,229	+1.7%	$4.9M
PORPortland Gen Elec Co	0.5%	—	100,332	—	$4.5M
TROWPrice T Rowe Group Inc	0.5%	—	40,051	—	$4.2M

What 1834 Investment Advisors Co bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.2% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$885.7M	232
Q2 2026	$882.6M	211
Q1 2026	$801.3M	206
Q4 2025	$797.1M	204
Q3 2025	$814.9M	204
Q2 2025	$789.8M	205
Q1 2025	$775.0M	206
Q4 2024	$789.9M	210
Q3 2024	$859.1M	213
Q2 2024	$830.2M	214
Q1 2024	$841.4M	218
Q4 2023	$837.2M	225

Questions about 1834 Investment Advisors Co's portfolio

What stocks does 1834 Investment Advisors Co own?

1834 Investment Advisors Co's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 232 positions worth $885.7M. The largest are Ishares Tr (IVW) at 5.0%, Vanguard Scottsdale Fds (VCSH) at 4.4%, Vanguard Scottsdale Fds (VGSH) at 4.0%, Vanguard Index Fds (VOO) at 3.4% and Apple Inc (AAPL) at 3.2%.

What did 1834 Investment Advisors Co buy last quarter?

In Q3 2026, 1834 Investment Advisors Co added Vanguard Scottsdale Fds (VGIT) (+11.3% shares), Eversource Energy (ES) (+10.1% shares) and Vanguard Scottsdale Fds (VCSH) (+9.7% shares), compared with its Q2 2026 filing.

What did 1834 Investment Advisors Co sell last quarter?

In Q3 2026, 1834 Investment Advisors Co cut from its top 50 Texas Instrs Inc (TXN), cut from its top 50 Ford Mtr Co (F), cut from its top 50 Cnh Indl N V (CNHI), cut from its top 50 Qualcomm Inc (QCOM), cut from its top 50 Fidelity Natl Finl Inc Com Shs (FNF), Target Corp (TGT) (-23.9% shares), Ishares Tr (IVV) (-21.0% shares) and Merck & Co Inc (MRK) (-16.7% shares), compared with its Q2 2026 filing.

How has 1834 Investment Advisors Co's portfolio performed?

A portfolio copying 1834 Investment Advisors Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.2% against +20.1%. Over 5 years: +6.8% a year against +11.6%.

When is 1834 Investment Advisors Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. 1834 Investment Advisors Co's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does 1834 Investment Advisors Co manage?

1834 Investment Advisors Co reported $2.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $885.7M.