SEC Form 13F

BARTLETT & CO. WEALTH MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$7,992,996,331
Positions1,342

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Apple IncAAPLCOM$478,006,6111,651,943
Alphabet Inc. Class CGOOGCOM$459,843,0031,301,453
Microsoft CorpMSFTCOM$369,071,598989,415
Vanguard S&P 500 ETFVOOEX TRD EQ FD$248,482,518361,789
JPMorgan Chase & CoJPMCOM$242,029,473739,408
Nvidia CorpNVDACOM$241,729,8741,208,102
Amazon.Com IncAMZNCOM$223,115,667936,125
Berkshire Hathaway Class BBRK.BCOM$195,593,444390,881
iShares Core MSCI EAFE ETFIEFAEX TRD EQ FD$182,175,8381,886,270
Mastercard Inc Class AMACOM$174,902,086340,541

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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