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The Analysis of 1900 WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, 1900 WEALTH MANAGEMENT LLC holds 253 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+25.1K shares, valued at $12.0M), JMUB (+159.0K shares, valued at $7.9M), SPYM (+73.9K shares, valued at $5.7M); decreased their positions in ITOT (-11.0K shares, valued at $1.6M), DFAC (-25.9K shares, valued at $1.0M), N/A (-1.5K shares, valued at $457.5K); initiated new positions in EOG (+6.7K shares, valued at $970.1K), COP (+4.5K shares, valued at $591.2K), N/A (+47.9K shares, valued at $470.0K).

1M P&L

+12.5M+0.75%

3M P&L

-35.4M-2.05%

HY P&L

+10.4M+0.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4B

91.2%

2Software - Application17.3M

1.1%

3Oil & Gas E&P9.8M

0.6%

Top Industries by Stock Count

1N/A122 stocks

51.3%

2Software - Application8 stocks

3.4%

3Drug Manufacturers - General7 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST6.0M shares1.24%2026-03-312026-04-17

JAAA JANUS DETROIT STR TR2.5M shares0.71%2026-03-312026-04-17

UBND VICTORY PORTFOLIOS II4.4M shares2.11%2026-03-312026-04-17

JMUB J P MORGAN EXCHANGE TRADED F1.4M shares12.75%2026-03-312026-04-17

DFUS DIMENSIONAL ETF TRUST788.0K shares3.51%2026-03-312026-04-17

IVV ISHARES TR69.1K shares0.34%2026-03-312026-04-17

SPMD SPDR SERIES TRUST756.8K shares1.76%2026-03-312026-04-17

QUAL ISHARES TR192.0K shares-0.48%2026-03-312026-04-17

Sponsored

MTUM ISHARES TR132.7K shares-0.83%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS462.6K shares-1.14%2026-03-312026-04-17

GSLC GOLDMAN SACHS ETF TR204.1K shares0.02%2026-03-312026-04-17

DFUV DIMENSIONAL ETF TRUST508.3K shares-1.01%2026-03-312026-04-17

VONE VANGUARD SCOTTSDALE FDS72.4K shares0.77%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL30.4K shares468.89%2026-03-312026-04-17

IDCC INTERDIGITAL INC45.0K shares-0.02%2026-03-312026-04-17

ITOT ISHARES TR95.4K shares-10.34%2026-03-312026-04-17

Sponsored

FNDF SCHWAB STRATEGIC TR244.1K shares0.00%2026-03-312026-04-17

GSIE GOLDMAN SACHS ETF TR263.4K shares-0.86%2026-03-312026-04-17

IWB ISHARES TR30.4K shares0.02%2026-03-312026-04-17

GSSC GOLDMAN SACHS ETF TR135.7K shares-0.42%2026-03-312026-04-17

DFAS DIMENSIONAL ETF TRUST131.6K shares-0.23%2026-03-312026-04-17

AAPL APPLE INC36.6K shares-1.59%2026-03-312026-04-17

VTWO VANGUARD SCOTTSDALE FDS92.3K shares0.01%2026-03-312026-04-17

VO VANGUARD INDEX FDS31.0K shares7.32%2026-03-312026-04-17

Sponsored

IWF ISHARES TR20.7K shares-0.64%2026-03-312026-04-17

IQLT ISHARES TR189.5K shares-0.05%2026-03-312026-04-17

VTI VANGUARD INDEX FDS27.3K shares-1.24%2026-03-312026-04-17

VV VANGUARD INDEX FDS27.8K shares-0.56%2026-03-312026-04-17

TPL TEXAS PACIFIC LAND CORPORATI17.4K shares0.04%2026-03-312026-04-17

SPYV SPDR SERIES TRUST141.5K shares-3.51%2026-03-312026-04-17

SPGP INVESCO EXCHANGE TRADED FD T69.9K shares-0.15%2026-03-312026-04-17

IJR ISHARES TR56.9K shares5.00%2026-03-312026-04-17

Sponsored

SPY STATE STR SPDR S&P 500 ETF T10.7K shares0.14%2026-03-312026-04-17

XOM EXXON MOBIL CORP40.7K shares2.78%2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST176.0K shares-3.41%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS11.3K shares-0.21%2026-03-312026-04-17

DFIV DIMENSIONAL ETF TRUST123.2K shares-2.25%2026-03-312026-04-17

POWA INVESCO EXCH TRD SLF IDX FD75.4K shares-0.12%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F117.4K shares6.88%2026-03-312026-04-17

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2026-03-312026-04-17

Sponsored

DLN WISDOMTREE TR62.5K shares0.02%2026-03-312026-04-17

MSFT MICROSOFT CORP14.8K shares2.96%2026-03-312026-04-17

EFG ISHARES TR49.0K shares-2.04%2026-03-312026-04-17

AMZN AMAZON COM INC26.0K shares-4.64%2026-03-312026-04-17

JPME J P MORGAN EXCHANGE TRADED F46.3K shares-2.52%2026-03-312026-04-17

USMV ISHARES TR57.2K shares-0.01%2026-03-312026-04-17

DFAT DIMENSIONAL ETF TRUST84.9K shares-0.12%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS105.6K shares3.19%2026-03-312026-04-17

Sponsored

IUSG ISHARES TR32.9K shares-3.74%2026-03-312026-04-17

CSW CSW INDUSTRIALS INC18.3K shares0.00%2026-03-312026-04-17

PZA INVESCO EXCH TRADED FD TR II202.7K shares6.60%2026-03-312026-04-17

ALPHABET INC ALPHABET INC15.0K shares0.69%2026-03-312026-04-17

IWD ISHARES TR19.6K shares-0.50%2026-03-312026-04-17

SPSM SPDR SERIES TRUST84.3K shares-3.14%2026-03-312026-04-17

SGOV ISHARES TR39.9K shares7.19%2026-03-312026-04-17

VUG VANGUARD INDEX FDS9.2K shares0.02%2026-03-312026-04-17

Sponsored

ET ENERGY TRANSFER L P206.4K shares0.05%2026-03-312026-04-17

CAT CATERPILLAR INC5.6K shares0.69%2026-03-312026-04-17

IMTM ISHARES TR80.2K shares-0.17%2026-03-312026-04-17

MGC VANGUARD WORLD FD15.1K shares0.02%2026-03-312026-04-17

ALPHABET INC ALPHABET INC12.2K shares-2.55%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR131.0K shares0.21%2026-03-312026-04-17

MGK VANGUARD WORLD FD9.0K shares-1.04%2026-03-312026-04-17

GEM GOLDMAN SACHS ETF TR68.4K shares-7.19%2026-03-312026-04-17

Sponsored

HDV ISHARES TR21.6K shares28.24%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS18.9K shares7.00%2026-03-312026-04-17

VTHR VANGUARD SCOTTSDALE FDS9.5K shares1.05%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR110.4K shares0.00%2026-03-312026-04-17

NVDA NVIDIA CORPORATION15.2K shares-10.81%2026-03-312026-04-17

TSLA TESLA INC6.4K shares6.32%2026-03-312026-04-17

VOOG VANGUARD ADMIRAL FDS INC5.5K shares-0.66%2026-03-312026-04-17

SUB ISHARES TR21.1K shares9.71%2026-03-312026-04-17

Sponsored

IWR ISHARES TR23.0K shares0.21%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO7.4K shares-15.07%2026-03-312026-04-17

BROADCOM INC BROADCOM INC6.9K shares-17.59%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON8.4K shares2.31%2026-03-312026-04-17

IEMG ISHARES INC28.2K shares-3.77%2026-03-312026-04-17

FDL FIRST TR EXCHANGE-TRADED FD37.6K shares-0.03%2026-03-312026-04-17

DFAE DIMENSIONAL ETF TRUST56.1K shares-0.52%2026-03-312026-04-17

HD HOME DEPOT INC5.1K shares-7.52%2026-03-312026-04-17

Sponsored

IDHQ INVESCO EXCH TRADED FD TR II45.7K shares0.01%2026-03-312026-04-17

JMST J P MORGAN EXCHANGE TRADED F31.5K shares-12.26%2026-03-312026-04-17

WMT WALMART INC12.6K shares0.16%2026-03-312026-04-17

MEAR ISHARES U S ETF TR30.8K shares0.00%2026-03-312026-04-17

DWAS INVESCO EXCH TRADED FD TR II15.7K shares0.00%2026-03-312026-04-17

DFAC DIMENSIONAL ETF TRUST38.9K shares-39.96%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR47.0K shares0.07%2026-03-312026-04-17

ABBV ABBVIE INC6.6K shares-10.50%2026-03-312026-04-17

Sponsored

SNPS SYNOPSYS INC3.6K shares-0.69%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR10.7K shares3.06%2026-03-312026-04-17

V VISA INC4.5K shares-4.19%2026-03-312026-04-17

LLY ELI LILLY & CO1.5K shares6.45%2026-03-312026-04-17

SPYD SPDR SERIES TRUST29.4K shares0.01%2026-03-312026-04-17

EQL ALPS ETF TR28.2K shares0.00%2026-03-312026-04-17

VONV VANGUARD SCOTTSDALE FDS14.0K shares0.00%2026-03-312026-04-17

ADBE ADOBE INC5.4K shares-6.88%2026-03-312026-04-17

Sponsored

ETSY ETSY INC26.0K shares0.00%2026-03-312026-04-17

MCD MCDONALDS CORP4.2K shares34.54%2026-03-312026-04-17

IUSV ISHARES TR12.7K shares-2.20%2026-03-312026-04-17

CFR CULLEN FROST BANKERS INC9.1K shares-6.62%2026-03-312026-04-17

CVX CHEVRON CORPORATION6.0K shares-1.50%2026-03-312026-04-17

IWM ISHARES TR5.0K shares-0.08%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC3.5K shares1.00%2026-03-312026-04-17

MLM MARTIN MARIETTA MATLS INC1.9K shares-13.35%2026-03-312026-04-17

Sponsored

PG PROCTER & GAMBLE CO7.9K shares13.50%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC6.8K shares0.28%2026-03-312026-04-17

TFI SPDR SERIES TRUST23.4K shares0.01%2026-03-312026-04-17

IJH ISHARES TR15.5K shares0.06%2026-03-312026-04-17

PHM PULTE GROUP INC8.6K shares0.00%2026-03-312026-04-17

LUV SOUTHWEST AIRLS CO26.9K shares0.05%2026-03-312026-04-17

ASML ASML HLDG NV741 shares-15.70%2026-03-312026-04-17

XYLD GLOBAL X FDS24.9K shares-0.52%2026-03-312026-04-17

Sponsored

EOG EOG RES INC6.7K sharesnew addition2026-03-312026-04-17

XMLV INVESCO EXCH TRADED FD TR II15.2K shares-2.37%2026-03-312026-04-17

NVS NOVARTIS AG6.2K shares4.18%2026-03-312026-04-17

DE DEERE & CO1.6K shares-0.32%2026-03-312026-04-17

EFX EQUIFAX INC4.8K shares8.61%2026-03-312026-04-17

HYMB SPDR SERIES TRUST34.8K shares0.04%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION855 shares52.95%2026-03-312026-04-17

GLW CORNING INC6.2K shares-26.10%2026-03-312026-04-17

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-1.56%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC6.7K shares-5.29%2026-03-312026-04-17

SHEL SHELL PLC8.4K shares0.67%2026-03-312026-04-17

VTWG VANGUARD SCOTTSDALE FDS3.4K shares-7.14%2026-03-312026-04-17

SBR SABINE RTY TR10.3K shares73.78%2026-03-312026-04-17

VTV VANGUARD INDEX FDS3.9K shares0.00%2026-03-312026-04-17

WFC WELLS FARGO & CO9.6K shares-3.08%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC2.3K shares32.80%2026-03-312026-04-17

Sponsored

HON HONEYWELL INTL INC3.3K shares13.83%2026-03-312026-04-17

XLRE SELECT SECTOR SPDR TR18.3K shares2.04%2026-03-312026-04-17

IDV ISHARES TR17.5K shares0.32%2026-03-312026-04-17

KMI KINDER MORGAN INC DEL21.5K shares50.06%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE2.5K shares139.85%2026-03-312026-04-17

ADSK AUTODESK INC3.0K shares-9.01%2026-03-312026-04-17

RTX RTX CORPORATION3.7K shares188.93%2026-03-312026-04-17

NSC NORFOLK SOUTHN CORP2.5K shares0.16%2026-03-312026-04-17

Sponsored

GS GOLDMAN SACHS GROUP INC831 shares2.47%2026-03-312026-04-17

FFIN FIRST FINL BANKSHARES INC23.8K shares1.41%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR22.5K shares12.82%2026-03-312026-04-17

EFAV ISHARES TR7.4K shares-1.26%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC1.4K shares-3.24%2026-03-312026-04-17

VTWV VANGUARD SCOTTSDALE FDS4.0K shares8.92%2026-03-312026-04-17

PFE PFIZER INC23.0K shares7.57%2026-03-312026-04-17

ORCL ORACLE CORP4.3K shares-10.48%2026-03-312026-04-17

Sponsored

ICLR ICON PLC5.7K shares136.38%2026-03-312026-04-17

VB VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-04-17

BNS BANK NOVA SCOTIA B C8.9K shares-2.12%2026-03-312026-04-17

T AT&T INC20.9K shares40.04%2026-03-312026-04-17

IWV ISHARES TR1.6K shares0.18%2026-03-312026-04-17

CME CME GROUP INC2.0K shares0.15%2026-03-312026-04-17

COP CONOCOPHILLIPS4.5K sharesnew addition2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC4.8K shares11.83%2026-03-312026-04-17

Sponsored

WMB WILLIAMS COS INC8.0K shares108.08%2026-03-312026-04-17

DFIC DIMENSIONAL ETF TRUST16.3K shares0.00%2026-03-312026-04-17

TRMB TRIMBLE INC8.8K shares-14.65%2026-03-312026-04-17

MUB ISHARES TR5.2K shares1.11%2026-03-312026-04-17

USIG ISHARES TR10.6K shares0.00%2026-03-312026-04-17

PEP PEPSICO INC3.5K shares20.62%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP893 shares32.49%2026-03-312026-04-17

UNP UNION PAC CORP2.2K shares0.14%2026-03-312026-04-17

Sponsored

IVOO VANGUARD ADMIRAL FDS INC4.6K shares2.77%2026-03-312026-04-17

META META PLATFORMS INC925 shares-21.68%2026-03-312026-04-17

HBAN HUNTINGTON BANCSHARES INC33.4K shares0.20%2026-03-312026-04-17

KO COCA COLA CO6.8K shares-16.74%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.9K shares0.00%2026-03-312026-04-17

CMI CUMMINS INC919 shares-3.87%2026-03-312026-04-17

MBB ISHARES TR5.2K shares0.00%2026-03-312026-04-17

BK BANK NEW YORK MELLON CORP4.2K shares3.33%2026-03-312026-04-17

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T6.4K shares0.03%2026-03-312026-04-17

IDXX IDEXX LABS INC853 shares0.12%2026-03-312026-04-17

KLAC KLA CORP323 shares-20.64%2026-03-312026-04-17

INFLEQTION INC INFLEQTION INC47.9K sharesnew addition2026-03-312026-04-17

QCOM QUALCOMM INC3.6K shares-1.17%2026-03-312026-04-17

NKE NIKE INC8.7K shares16.68%2026-03-312026-04-17

UNILEVER PLC UNILEVER PLC8.0K shares-0.52%2026-03-312026-04-17

GEV GE VERNOVA INC517 sharesnew addition2026-03-312026-04-17

Sponsored

ROP ROPER TECHNOLOGIES INC1.3K shares12.90%2026-03-312026-04-17

ABEV AMBEV SA152.6K shares40.20%2026-03-312026-04-17

ROK ROCKWELL AUTOMATION INC1.2K shares-16.91%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC6.1K shares2.95%2026-03-312026-04-17

KNTK KINETIK HOLDINGS INC9.0K shares0.00%2026-03-312026-04-17

VOOV VANGUARD ADMIRAL FDS INC2.1K shares0.43%2026-03-312026-04-17

MPC MARATHON PETE CORP1.8K shares0.23%2026-03-312026-04-17

GLD SPDR GOLD TR993 shares-10.78%2026-03-312026-04-17

Sponsored

CSWC CAPITAL SOUTHWEST CORP18.3K shares0.00%2026-03-312026-04-17

DHR DANAHER CORP DEL2.1K shares-15.26%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO1.3K shares2.30%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K shares0.30%2026-03-312026-04-17

CSCO CISCO SYS INC5.0K shares3.88%2026-03-312026-04-17

ABT ABBOTT LABORATORIES3.7K shares-26.38%2026-03-312026-04-17

FITB FIFTH THIRD BANCORP7.8K sharesnew addition2026-03-312026-04-17

MUNI PIMCO ETF TR7.0K shares0.00%2026-03-312026-04-17

Sponsored

MO ALTRIA GROUP INC5.5K shares3.17%2026-03-312026-04-17

XLY SELECT SECTOR SPDR TR3.3K shares3.15%2026-03-312026-04-17

NEM NEWMONT CORP3.3K shares9.15%2026-03-312026-04-17

IBDS ISHARES TR14.5K shares0.00%2026-03-312026-04-17

IBDT ISHARES TR13.8K shares-35.55%2026-03-312026-04-17

IBDU ISHARES TR15.0K shares-30.89%2026-03-312026-04-17

MTD METTLER TOLEDO INTERNATIONAL273 shares1.49%2026-03-312026-04-17

IBDV ISHARES TR15.6K sharesnew addition2026-03-312026-04-17

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F6.0K shares-0.13%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC977 shares-8.52%2026-03-312026-04-17

KYN KAYNE ANDERSON ENERGY INFRST23.5K shares0.00%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR2.2K shares13.35%2026-03-312026-04-17

TRV TRAVELERS COMPANIES INC1.1K sharesnew addition2026-03-312026-04-17

FELE FRANKLIN ELEC INC3.5K shares3.03%2026-03-312026-04-17

CDNS CADENCE DESIGN SYSTEM INC1.2K shares-15.97%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN1.6K shares-22.61%2026-03-312026-04-17

Sponsored

BND VANGUARD BD INDEX FDS4.3K shares0.63%2026-03-312026-04-17

MAGS LISTED FDS TR5.4K shares0.00%2026-03-312026-04-17

FCX FREEPORT MCMORAN INC5.3K sharesnew addition2026-03-312026-04-17

EMR EMERSON ELEC CO2.4K shares-29.17%2026-03-312026-04-17

EEM ISHARES TR5.4K shares7.14%2026-03-312026-04-17

KR KROGER CO4.2K shares3.11%2026-03-312026-04-17

PULS PGIM ETF TR6.1K shares0.71%2026-03-312026-04-17

BSTZ BLACKROCK SCIENCE & TECHNOLO13.5K shares0.00%2026-03-312026-04-17

Sponsored

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-17

ITA ISHARES TR1.3K shares0.00%2026-03-312026-04-17

RVTY REVVITY INC3.3K shares0.12%2026-03-312026-04-17

ADI ANALOG DEVICES INC901 shares1.12%2026-03-312026-04-17

CATH GLOBAL X FDS3.6K sharesnew addition2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.1K shares48.39%2026-03-312026-04-17

OEF ISHARES TR873 shares0.23%2026-03-312026-04-17

NVO NOVO-NORDISK A S7.5K shares17.69%2026-03-312026-04-17

Sponsored

DIS DISNEY WALT CO2.8K shares21.29%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO4.4K sharesnew addition2026-03-312026-04-17

TJX TJX COS INC NEW1.7K sharesnew addition2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC580 shares25.00%2026-03-312026-04-17

TAGG T ROWE PRICE ETF INC6.2K shares-0.58%2026-03-312026-04-17

MMC MARSH & MCLENNAN COS INC1.5K sharesnew addition2026-03-312026-04-17

DEO DIAGEO PLC3.4K shares-0.55%2026-03-312026-04-17

KKR & CO INC KKR & CO INC2.7K shares60.48%2026-03-312026-04-17

Sponsored

JCI JOHNSON CONTROLS INTERNATION1.9K sharesnew addition2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR2.8K shares0.00%2026-03-312026-04-17

IVW ISHARES TR2.2K shares0.00%2026-03-312026-04-17

MINT PIMCO ETF TR2.4K shares11.59%2026-03-312026-04-17

DCI DONALDSON INC2.9K shares0.00%2026-03-312026-04-17

BP BP PLC5.1K sharesnew addition2026-03-312026-04-17

AKAM AKAMAI TECHNOLOGIES INC2.1K sharesnew addition2026-03-312026-04-17

SYK STRYKER CORPORATION712 sharesnew addition2026-03-312026-04-17

Sponsored

AMAT APPLIED MATLS INC680 sharesnew addition2026-03-312026-04-17

IBHG ISHARES TR10.4K sharesnew addition2026-03-312026-04-17

IBHI ISHARES TR9.8K sharesnew addition2026-03-312026-04-17

IBHH ISHARES TR9.7K sharesnew addition2026-03-312026-04-17

IGM ISHARES TR1.8K shares0.00%2026-03-312026-04-17

VLO VALERO ENERGY CORP856 sharesnew addition2026-03-312026-04-17

MMM 3M CO1.4K sharesnew addition2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC1.0K shares5.35%2026-03-312026-04-17

Sponsored

CRM SALESFORCE INC1.1K shares-16.11%2026-03-312026-04-17

DIV GLOBAL X FDS10.2K shares-0.74%2026-03-312026-04-17

PCG PG&E CORP10.3K sharesnew addition2026-03-312026-04-17

BNAIW BRAND ENGAGEMENT NETWORK INC100.1K sharesnew addition2026-03-312026-04-17

NAK NORTHERN DYNASTY MINERALS LT11.0K shares4.89%2026-03-312026-04-17

SPYM

SPDR SERIES TRUST

1.24%

Shares6.0M

Event2026-03-31

Filed2026-04-17

JAAA

JANUS DETROIT STR TR

0.71%

Shares2.5M

Event2026-03-31

Filed2026-04-17

UBND

VICTORY PORTFOLIOS II

2.11%

Shares4.4M

Event2026-03-31

Filed2026-04-17

JMUB

J P MORGAN EXCHANGE TRADED F

12.75%

Shares1.4M

Event2026-03-31

Filed2026-04-17

DFUS

DIMENSIONAL ETF TRUST

3.51%

Shares788.0K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

0.34%

Shares69.1K

Event2026-03-31

Filed2026-04-17

SPMD

SPDR SERIES TRUST

1.76%

Shares756.8K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

-0.48%

Shares192.0K

Event2026-03-31

Filed2026-04-17

MTUM

ISHARES TR

-0.83%

Shares132.7K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

-1.14%

Shares462.6K

Event2026-03-31

Filed2026-04-17

GSLC

GOLDMAN SACHS ETF TR

0.02%

Shares204.1K

Event2026-03-31

Filed2026-04-17

DFUV

DIMENSIONAL ETF TRUST

-1.01%

Shares508.3K

Event2026-03-31

Filed2026-04-17

VONE

VANGUARD SCOTTSDALE FDS

0.77%

Shares72.4K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

468.89%

Shares30.4K

Event2026-03-31

Filed2026-04-17

IDCC

INTERDIGITAL INC

-0.02%

Shares45.0K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

-10.34%

Shares95.4K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares244.1K

Event2026-03-31

Filed2026-04-17

GSIE

GOLDMAN SACHS ETF TR

-0.86%

Shares263.4K

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR

0.02%

Shares30.4K

Event2026-03-31

Filed2026-04-17

GSSC

GOLDMAN SACHS ETF TR

-0.42%

Shares135.7K

Event2026-03-31

Filed2026-04-17

DFAS

DIMENSIONAL ETF TRUST

-0.23%

Shares131.6K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-1.59%

Shares36.6K

Event2026-03-31

Filed2026-04-17

VTWO

VANGUARD SCOTTSDALE FDS

0.01%

Shares92.3K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

7.32%

Shares31.0K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

-0.64%

Shares20.7K

Event2026-03-31

Filed2026-04-17

IQLT

ISHARES TR

-0.05%

Shares189.5K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-1.24%

Shares27.3K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-0.56%

Shares27.8K

Event2026-03-31

Filed2026-04-17

TPL

TEXAS PACIFIC LAND CORPORATI

0.04%

Shares17.4K

Event2026-03-31

Filed2026-04-17

SPYV

SPDR SERIES TRUST

-3.51%

Shares141.5K

Event2026-03-31

Filed2026-04-17

SPGP

INVESCO EXCHANGE TRADED FD T

-0.15%

Shares69.9K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

5.00%

Shares56.9K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

0.14%

Shares10.7K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

2.78%

Shares40.7K

Event2026-03-31

Filed2026-04-17

DFAI

DIMENSIONAL ETF TRUST

-3.41%

Shares176.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-0.21%

Shares11.3K

Event2026-03-31

Filed2026-04-17

DFIV

DIMENSIONAL ETF TRUST

-2.25%

Shares123.2K

Event2026-03-31

Filed2026-04-17

POWA

INVESCO EXCH TRD SLF IDX FD

-0.12%

Shares75.4K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

6.88%

Shares117.4K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares8

Event2026-03-31

Filed2026-04-17

DLN

WISDOMTREE TR

0.02%

Shares62.5K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

2.96%

Shares14.8K

Event2026-03-31

Filed2026-04-17

EFG

ISHARES TR

-2.04%

Shares49.0K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-4.64%

Shares26.0K

Event2026-03-31

Filed2026-04-17

JPME

J P MORGAN EXCHANGE TRADED F

-2.52%

Shares46.3K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-0.01%

Shares57.2K

Event2026-03-31

Filed2026-04-17

DFAT

DIMENSIONAL ETF TRUST

-0.12%

Shares84.9K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

3.19%

Shares105.6K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

-3.74%

Shares32.9K

Event2026-03-31

Filed2026-04-17

CSW

CSW INDUSTRIALS INC

0.00%

Shares18.3K

Event2026-03-31

Filed2026-04-17

PZA

INVESCO EXCH TRADED FD TR II

6.60%

Shares202.7K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.69%

Shares15.0K

Event2026-03-31

Filed2026-04-17

IWD

ISHARES TR

-0.50%

Shares19.6K

Event2026-03-31

Filed2026-04-17

SPSM

SPDR SERIES TRUST

-3.14%

Shares84.3K

Event2026-03-31

Filed2026-04-17

SGOV

ISHARES TR

7.19%

Shares39.9K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

0.02%

Shares9.2K

Event2026-03-31

Filed2026-04-17

ENERGY TRANSFER L P

0.05%

Shares206.4K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

0.69%

Shares5.6K

Event2026-03-31

Filed2026-04-17

IMTM

ISHARES TR

-0.17%

Shares80.2K

Event2026-03-31

Filed2026-04-17

MGC

VANGUARD WORLD FD

0.02%

Shares15.1K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-2.55%

Shares12.2K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

0.21%

Shares131.0K

Event2026-03-31

Filed2026-04-17

MGK

VANGUARD WORLD FD

-1.04%

Shares9.0K

Event2026-03-31

Filed2026-04-17

GEM

GOLDMAN SACHS ETF TR

-7.19%

Shares68.4K

Event2026-03-31

Filed2026-04-17

HDV

ISHARES TR

28.24%

Shares21.6K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

7.00%

Shares18.9K

Event2026-03-31

Filed2026-04-17

VTHR

VANGUARD SCOTTSDALE FDS

1.05%

Shares9.5K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares110.4K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-10.81%

Shares15.2K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

6.32%

Shares6.4K

Event2026-03-31

Filed2026-04-17

VOOG

VANGUARD ADMIRAL FDS INC

-0.66%

Shares5.5K

Event2026-03-31

Filed2026-04-17

SUB

ISHARES TR

9.71%

Shares21.1K

Event2026-03-31

Filed2026-04-17

IWR

ISHARES TR

0.21%

Shares23.0K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-15.07%

Shares7.4K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

-17.59%

Shares6.9K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

2.31%

Shares8.4K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

-3.77%

Shares28.2K

Event2026-03-31

Filed2026-04-17

FDL

FIRST TR EXCHANGE-TRADED FD

-0.03%

Shares37.6K

Event2026-03-31

Filed2026-04-17

DFAE

DIMENSIONAL ETF TRUST

-0.52%

Shares56.1K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

-7.52%

Shares5.1K

Event2026-03-31

Filed2026-04-17

IDHQ

INVESCO EXCH TRADED FD TR II

0.01%

Shares45.7K

Event2026-03-31

Filed2026-04-17

JMST

J P MORGAN EXCHANGE TRADED F

-12.26%

Shares31.5K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

0.16%

Shares12.6K

Event2026-03-31

Filed2026-04-17

MEAR

ISHARES U S ETF TR

0.00%

Shares30.8K

Event2026-03-31

Filed2026-04-17

DWAS

INVESCO EXCH TRADED FD TR II

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-17

DFAC

DIMENSIONAL ETF TRUST

-39.96%

Shares38.9K

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB STRATEGIC TR

0.07%

Shares47.0K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

-10.50%

Shares6.6K

Event2026-03-31

Filed2026-04-17

SNPS

SYNOPSYS INC

-0.69%

Shares3.6K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

3.06%

Shares10.7K

Event2026-03-31

Filed2026-04-17

VISA INC

-4.19%

Shares4.5K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

6.45%

Shares1.5K

Event2026-03-31

Filed2026-04-17

SPYD

SPDR SERIES TRUST

0.01%

Shares29.4K

Event2026-03-31

Filed2026-04-17

EQL

ALPS ETF TR

0.00%

Shares28.2K

Event2026-03-31

Filed2026-04-17

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-17

ADBE

ADOBE INC

-6.88%

Shares5.4K

Event2026-03-31

Filed2026-04-17

ETSY

ETSY INC

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

34.54%

Shares4.2K

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

-2.20%

Shares12.7K

Event2026-03-31

Filed2026-04-17

CFR

CULLEN FROST BANKERS INC

-6.62%

Shares9.1K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-1.50%

Shares6.0K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

-0.08%

Shares5.0K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.00%

Shares3.5K

Event2026-03-31

Filed2026-04-17

MLM

MARTIN MARIETTA MATLS INC

-13.35%

Shares1.9K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

13.50%

Shares7.9K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

0.28%

Shares6.8K

Event2026-03-31

Filed2026-04-17

TFI

SPDR SERIES TRUST

0.01%

Shares23.4K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

0.06%

Shares15.5K

Event2026-03-31

Filed2026-04-17

PHM

PULTE GROUP INC

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-17

LUV

SOUTHWEST AIRLS CO

0.05%

Shares26.9K

Event2026-03-31

Filed2026-04-17

ASML

ASML HLDG NV

-15.70%

Shares741

Event2026-03-31

Filed2026-04-17

XYLD

GLOBAL X FDS

-0.52%

Shares24.9K

Event2026-03-31

Filed2026-04-17

EOG

EOG RES INC

New

Shares6.7K

Event2026-03-31

Filed2026-04-17

XMLV

INVESCO EXCH TRADED FD TR II

-2.37%

Shares15.2K

Event2026-03-31

Filed2026-04-17

NVS

NOVARTIS AG

4.18%

Shares6.2K

Event2026-03-31

Filed2026-04-17

DEERE & CO

-0.32%

Shares1.6K

Event2026-03-31

Filed2026-04-17

EFX

EQUIFAX INC

8.61%

Shares4.8K

Event2026-03-31

Filed2026-04-17

HYMB

SPDR SERIES TRUST

0.04%

Shares34.8K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

52.95%

Shares855

Event2026-03-31

Filed2026-04-17

GLW

CORNING INC

-26.10%

Shares6.2K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-1.56%

Shares1.4K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

-5.29%

Shares6.7K

Event2026-03-31

Filed2026-04-17

SHEL

SHELL PLC

0.67%

Shares8.4K

Event2026-03-31

Filed2026-04-17

VTWG

VANGUARD SCOTTSDALE FDS

-7.14%

Shares3.4K

Event2026-03-31

Filed2026-04-17

SBR

SABINE RTY TR

73.78%

Shares10.3K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO

-3.08%

Shares9.6K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

32.80%

Shares2.3K

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTL INC

13.83%

Shares3.3K

Event2026-03-31

Filed2026-04-17

XLRE

SELECT SECTOR SPDR TR

2.04%

Shares18.3K

Event2026-03-31

Filed2026-04-17

IDV

ISHARES TR

0.32%

Shares17.5K

Event2026-03-31

Filed2026-04-17

KMI

KINDER MORGAN INC DEL

50.06%

Shares21.5K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

139.85%

Shares2.5K

Event2026-03-31

Filed2026-04-17

ADSK

AUTODESK INC

-9.01%

Shares3.0K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

188.93%

Shares3.7K

Event2026-03-31

Filed2026-04-17

NSC

NORFOLK SOUTHN CORP

0.16%

Shares2.5K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

2.47%

Shares831

Event2026-03-31

Filed2026-04-17

FFIN

FIRST FINL BANKSHARES INC

1.41%

Shares23.8K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

12.82%

Shares22.5K

Event2026-03-31

Filed2026-04-17

EFAV

ISHARES TR

-1.26%

Shares7.4K

Event2026-03-31

Filed2026-04-17

TMO

THERMO FISHER SCIENTIFIC INC

-3.24%

Shares1.4K

Event2026-03-31

Filed2026-04-17

VTWV

VANGUARD SCOTTSDALE FDS

8.92%

Shares4.0K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

7.57%

Shares23.0K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

-10.48%

Shares4.3K

Event2026-03-31

Filed2026-04-17

ICLR

ICON PLC

136.38%

Shares5.7K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-17

BNS

BANK NOVA SCOTIA B C

-2.12%

Shares8.9K

Event2026-03-31

Filed2026-04-17

AT&T INC

40.04%

Shares20.9K

Event2026-03-31

Filed2026-04-17

IWV

ISHARES TR

0.18%

Shares1.6K

Event2026-03-31

Filed2026-04-17

CME

CME GROUP INC

0.15%

Shares2.0K

Event2026-03-31

Filed2026-04-17

COP

CONOCOPHILLIPS

New

Shares4.5K

Event2026-03-31

Filed2026-04-17

ARISTA NETWORKS INC

11.83%

Shares4.8K

Event2026-03-31

Filed2026-04-17

WMB

WILLIAMS COS INC

108.08%

Shares8.0K

Event2026-03-31

Filed2026-04-17

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares16.3K

Event2026-03-31

Filed2026-04-17

TRMB

TRIMBLE INC

-14.65%

Shares8.8K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

1.11%

Shares5.2K

Event2026-03-31

Filed2026-04-17

USIG

ISHARES TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

20.62%

Shares3.5K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

32.49%

Shares893

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP

0.14%

Shares2.2K

Event2026-03-31

Filed2026-04-17

IVOO

VANGUARD ADMIRAL FDS INC

2.77%

Shares4.6K

Event2026-03-31

Filed2026-04-17