1900 Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 395 distinct equity positions held by the firm.
The report identifies Richard Dullnig as the Chief Compliance Officer responsible for the filing, which was submitted on October 13, 2026. The firm's principal place of business is listed as 1900 Broadway Suite 900 in San Antonio, Texas.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, financial services, and energy. Major holdings include Apple Inc., with 14,773,391 shares, and Amazon.com Inc., with 8,337,342 shares. Other significant positions include Berkshire Hathaway Inc. Class B (15,903,029 shares), ExxonMobil Holdings Corp. (7,134,914 shares), and Dimensional ETF Trust funds, which collectively account for a substantial portion of the portfolio's volume.
The filing also lists numerous exchange-traded funds (ETFs) and other investment vehicles, such as the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and various Goldman Sachs ETFs, indicating a strategy that includes both individual stocks and broad market exposure through funds.
