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Disclosed positions
1834 INVESTMENT ADVISORS CO: source evidence dated 2026-07-31T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVW
- Class
- S&P 500 GRWT ETF
- Reported value
- $44,076,502
- Reported amount
- 320,486
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002947Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVW | S&P 500 GRWT ETF | $44,076,502 | 320,486 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $38,876,914 | 667,988 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $36,252,089 | 458,713 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $29,582,933 | 43,073 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $28,549,313 | 125,735 | SH | None |
| APPLE INC | AAPL | COM | $25,861,695 | 89,375 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $25,192,343 | 304,808 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $24,831,466 | 421,015 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $22,984,387 | 193,162 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $21,366,167 | 351,475 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $19,403,379 | 272,328 | SH | None |
| MICROSOFT CORP | MSFT | COM | $18,345,512 | 49,181 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $17,672,186 | 150,402 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $16,144,197 | 344,888 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $15,195,866 | 42,521 | SH | None |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $13,836,396 | 93,660 | SH | None |
| BROADCOM INC | AVGO | COM | $12,648,952 | 33,485 | SH | None |
| APA CORPORATION | APA | COM | $10,741,320 | 329,792 | SH | None |
| MERCK & CO INC | MRK | COM | $10,567,309 | 82,232 | SH | None |
| CVS HEALTH CORP | CVS | COM | $10,464,420 | 101,154 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $10,406,173 | 28,248 | SH | None |
| ALTRIA GROUP INC | MO | COM | $9,708,552 | 134,922 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $9,472,447 | 164,395 | SH | None |
| TRUIST FINL CORP | TFC | COM | $9,268,862 | 186,047 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $9,232,057 | 36,351 | SH | None |
| DEVON ENERGY CORP NEW | DVN | COM | $8,819,649 | 213,447 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $7,771,468 | 130,197 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $7,524,597 | 45,395 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $7,482,306 | 22,859 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $7,363,983 | 173,925 | SH | None |
| EDISON INTL | EIX | COM | $7,169,908 | 96,305 | SH | None |
| PFIZER INC | PFE | COM | $6,979,113 | 289,830 | SH | None |
| DOLLAR GEN CORP | DG | COM | $6,918,687 | 60,105 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,841,074 | 28,703 | SH | None |
| WEC ENERGY GROUP INC | WEC | COM | $6,593,885 | 56,469 | SH | None |
| AT&T INC | T | COM | $6,487,158 | 313,389 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $6,422,515 | 21,547 | SH | None |
| EVERSOURCE ENERGY | ES | COM | $6,233,143 | 86,248 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,160,972 | 30,791 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $6,113,690 | 8,164 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $5,996,070 | 187,553 | SH | None |
| FORD MTR CO | F | COM | $5,919,454 | 425,860 | SH | None |
| CNH INDL N V | CNH | SHS | $5,885,858 | 524,119 | SH | None |
| US BANCORP | USB | COM NEW | $5,803,581 | 96,080 | SH | None |
| HERSHEY CO | HSY | COM | $5,593,742 | 31,882 | SH | None |
| PUBLIC STORAGE | PSA | COM | $5,392,490 | 16,941 | SH | None |
| TARGET CORP | TGT | COM | $5,363,108 | 41,062 | SH | None |
| QUALCOMM INC | QCOM | COM | $5,207,077 | 28,178 | SH | None |
| FIDELITY NATL FINL INC | FNF | COM SHS | $5,028,813 | 106,633 | SH | None |
| UNITED BANKSHARES INC WEST V | UBSI | COM | $4,975,765 | 108,564 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.