BARTLETT & CO. WEALTH MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2010186
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$8.0B
Holdings
1,334
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BARTLETT & CO. WEALTH MANAGEMENT LLC disclosed 1,334 positions worth $8.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.0% of the equity portfolio, followed by $GOOGL and $MSFT. During the quarter the fund opened 94 new positions and exited 39 — including a new stake in $FDXF. The portfolio is most concentrated in Technology (32.1% of disclosed assets). All figures are sourced directly from BARTLETT & CO. WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 2010186.
AI Fund Analysis
Diversifying
$AAPL6.0% weight
Held 7 quarters
$GOOG5.8% weight
Held 7 quarters
$MSFT4.6% weight
Held 7 quarters
Vanguard S&P 500 ETF - EX
3.1% weight
Held 7 quarters
$JPM3.0% weight
Held 7 quarters
$NVDA7 quarters accumulating
$AMZN7 quarters accumulating
iShares Core MSCI EAFE ETF
7 quarters accumulating
$PANW7 quarters accumulating
$META7 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$478.0M1,651,943 sh - 78.2#57
Quality
$459.8M1,301,453 sh - 79.8#31
Quality
$369.1M989,415 sh Vanguard S&P 500 ETF - EX TRD EQ FD
—Quality
$248.5M361,789 sh- 70.7
Quality
$242.0M739,408 sh - 85.9
Quality
$241.7M1,208,102 sh - 68.7
Quality
$223.1M936,125 sh - 73.8
Quality
$195.7M391,026 sh iShares Core MSCI EAFE ETF - EX TRD EQ FD
—Quality
$182.2M1,886,270 sh- 85.1
Quality
$174.9M340,541 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $478.0M | 1,651,943 |
 Alphabet Inc.$GOOGL | 78.2#57 | $459.8M | 1,301,453 |
| MICROSOFT CORP$MSFT | 79.8#31 | $369.1M | 989,415 |
| Vanguard S&P 500 ETF - EX TRD EQ FD | — | $248.5M | 361,789 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $242.0M | 739,408 |
| NVIDIA CORP$NVDA | 85.9 | $241.7M | 1,208,102 |
| AMAZON COM INC$AMZN | 68.7 | $223.1M | 936,125 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $195.7M | 391,026 |
| iShares Core MSCI EAFE ETF - EX TRD EQ FD | — | $182.2M | 1,886,270 |
 Mastercard Inc$MA | 85.1 | $174.9M | 340,541 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BARTLETT & CO. WEALTH MANAGEMENT LLC's 1,334 positions.
Showing top 10 of 1,334 holdings.
Sector Allocation
Technology
$2.6B
Other
$1.7B
Financials
$994.5M
Consumer Discretionary
$743.3M
Industrials
$654.6M
Healthcare
$513.5M
Consumer Staples
$292.9M
Utilities
$263.2M
Top Holdings — BARTLETT & CO. WEALTH MANAGEMENT LLC (Q2 2026)
Top 150 of 1,334 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $478.0M | 6.0% | +0% | 76.4 |
| 2 | $GOOGL | Alphabet Inc. | $459.8M | 5.8% | -1% | 78.2 |
| 3 | $MSFT | MICROSOFT CORP | $369.1M | 4.6% | +0% | 79.8 |
| 4 | — | Vanguard S&P 500 ETF - EX TRD EQ FD | $248.5M | 3.1% | +1% | — |
| 5 | $JPM | JPMORGAN CHASE & CO | $242.0M | 3.0% | +0% | 70.7 |
| 6 | $NVDA | NVIDIA CORP | $241.7M | 3.0% | +2% | 85.9 |
| 7 | $AMZN | AMAZON COM INC | $223.1M | 2.8% | +1% | 68.7 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $195.7M | 2.5% | +0% | 73.8 |
| 9 | — | iShares Core MSCI EAFE ETF - EX TRD EQ FD | $182.2M | 2.3% | +4% | — |
| 10 | $MA | Mastercard Inc | $174.9M | 2.2% | +0% | 85.1 |
| 11 |  $PG | PROCTER & GAMBLE Co | $152.8M | 1.9% | -0% | 64.6 |
| 12 |  $TJX | TJX COMPANIES INC /DE/ | $148.6M | 1.9% | -0% | 68.7 |
| 13 | $GOOG | Alphabet Inc. | $143.3M | 1.8% | -1% | 78.2 |
| 14 |  $COST | COSTCO WHOLESALE CORP /NEW | $132.2M | 1.6% | +1% | 66.2 |
| 15 | $PANW | Palo Alto Networks Inc | $128.6M | 1.6% | +7% | 65.5 |
| 16 |  $DE | DEERE & CO | $128.4M | 1.6% | -0% | 55.4 |
| 17 |  $ADI | ANALOG DEVICES INC | $125.5M | 1.6% | -1% | 79.2 |
| 18 |  $LIN | LINDE PLC | $125.0M | 1.6% | -0% | — |
| 19 |  $ASML | ASML HOLDING NV | $122.4M | 1.5% | +0% | — |
| 20 |  $AMGN | AMGEN INC | $118.4M | 1.5% | -1% | 79.2 |
| 21 |  $ETN | Eaton Corp plc | $115.5M | 1.4% | +2% | — |
| 22 |  $LOW | LOWES COMPANIES INC | $105.6M | 1.3% | -3% | 60.8 |
| 23 |  $NEE | NEXTERA ENERGY INC | $102.3M | 1.3% | -0% | 64.6 |
| 24 | $META | Meta Platforms, Inc. | $101.6M | 1.3% | +2% | 79.6 |
| 25 | — | iShares Core S&P Mid Cap ETF - EX TRD EQ FD | $92.9M | 1.2% | +11% | — |
| 26 | — | iShares Core S&P Small Cap ETF - EX TRD EQ FD | $92.0M | 1.1% | +3% | — |
| 27 |  $ABT | ABBOTT LABORATORIES | $85.7M | 1.1% | -4% | 65.5 |
| 28 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $83.8M | 1.1% | -9% | 65.1 |
| 29 |  $CB | Chubb Ltd | $77.1M | 1.0% | -1% | — |
| 30 |  $AVGO | Broadcom Inc. | $75.3M | 0.9% | +81% | 84.5 |
| 31 |  $CVX | CHEVRON CORP | $73.6M | 0.9% | -2% | 62.8 |
| 32 |  $DUK | Duke Energy CORP | $73.5M | 0.9% | +0% | 56.4 |
| 33 |  $PEP | PEPSICO INC | $71.0M | 0.9% | -2% | 63.4 |
| 34 |  $WM | WASTE MANAGEMENT INC | $69.6M | 0.9% | -1% | 67.6 |
| 35 |  $UNH | UNITEDHEALTH GROUP INC | $68.1M | 0.8% | -1% | 62.7 |
| 36 | — | iShares Core MSCI Emerging ETF - EX TRD EQ FD | $61.8M | 0.8% | +5% | — |
| 37 |  $JNJ | JOHNSON & JOHNSON | $59.0M | 0.7% | +0% | 69 |
| 38 | — | Vanguard Total Stock Market ETF - EX TRD EQ FD | $58.9M | 0.7% | -1% | — |
| 39 |  $LH | LABCORP HOLDINGS INC. | $57.3M | 0.7% | +0% | 65 |
| 40 | — | Vanguard Short Term Corp Bond ETF - ETF FI | $55.6M | 0.7% | -0% | — |
| 41 | — | Vanguard Intermediate Term Cor ETF - ETF FI | $53.8M | 0.7% | -1% | — |
| 42 |  $BRK.A | BERKSHIRE HATHAWAY INC | $52.4M | 0.7% | +0% | 73.8 |
| 43 |  $ITW | ILLINOIS TOOL WORKS INC | $52.0M | 0.7% | -2% | 63.6 |
| 44 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $44.5M | 0.6% | +0% | — |
| 45 |  $QCOM | QUALCOMM INC/DE | $44.2M | 0.6% | -22% | 70.5 |
| 46 | — | iShares Core 1 5 Year Usd Bond ETF - ETF FI | $41.1M | 0.5% | +15% | — |
| 47 |  $WMT | Walmart Inc. | $40.4M | 0.5% | -0% | 60.2 |
| 48 |  $APH | AMPHENOL CORP /DE/ | $40.4M | 0.5% | NEW | 79.3 |
| 49 |  $SPGI | S&P Global Inc. | $40.2M | 0.5% | -7% | 76.1 |
| 50 |  $UBER | Uber Technologies, Inc | $37.8M | 0.5% | -10% | 73.5 |
| 51 |  $CRM | Salesforce, Inc. | $36.4M | 0.5% | -5% | 77 |
| 52 | — | JPMorgan U.S. Quality Factor ETF - EX TRD EQ FD | $35.7M | 0.5% | +3% | — |
| 53 |  $AXP | AMERICAN EXPRESS CO | $34.3M | 0.4% | +0% | 69.4 |
| 54 |  $ACN | Accenture plc | $32.8M | 0.4% | -5% | — |
| 55 | — | Vanguard Mortgage Backed Sec ETF - ETF FI | $31.9M | 0.4% | +3% | — |
| 56 | — | SPDR Intermediate Term Corp Bond ETF - ETF FI | $31.4M | 0.4% | +11% | — |
| 57 |  $UNP | UNION PACIFIC CORP | $30.7M | 0.4% | -0% | 69.7 |
| 58 |  $LLY | ELI LILLY & Co | $30.6M | 0.4% | +0% | 87.5 |
| 59 |  $ABBV | AbbVie Inc. | $29.4M | 0.4% | +1% | 72.6 |
| 60 |  $SPY | SPDR S&P 500 ETF TRUST | $28.4M | 0.4% | +0% | — |
| 61 | — | Schwab Fundamental US Large Co ETF - EX TRD EQ FD | $26.0M | 0.3% | -4% | — |
| 62 |  $INTU | INTUIT INC. | $25.9M | 0.3% | -21% | 79.3 |
| 63 |  $ORLY | O REILLY AUTOMOTIVE INC | $25.6M | 0.3% | +8% | 67.4 |
| 64 |  $RTX | RTX Corp | $25.5M | 0.3% | +1% | 73.2 |
| 65 | — | iShares TR Is 1 5 YR In GR CR BD ETF - ETF FI | $25.1M | 0.3% | -2% | — |
| 66 |  $CINF | CINCINNATI FINANCIAL CORP | $24.8M | 0.3% | +1% | 84.3 |
| 67 |  $GD | GENERAL DYNAMICS CORP | $23.0M | 0.3% | -22% | 68.7 |
| 68 | — | iShares Russell Mid Cap ETF - EX TRD EQ FD | $23.0M | 0.3% | +3% | — |
| 69 | — | Vanguard FTSE All World Ex US ETF - EX TRD EQ FD | $22.7M | 0.3% | +1% | — |
| 70 |  $ADP | AUTOMATIC DATA PROCESSING INC | $22.3M | 0.3% | +1% | 69.8 |
| 71 |  $USB | US BANCORP \DE\ | $21.9M | 0.3% | -1% | 65.3 |
| 72 | $META | Meta Platforms, Inc. | $21.2M | 0.3% | -5% | 79.6 |
| 73 | — | Vanguard Intermediate Term Bond ETF - ETF FI | $21.2M | 0.3% | +13% | — |
| 74 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $21.1M | 0.3% | +1% | 69.7 |
| 75 |  $NSC | NORFOLK SOUTHERN CORP | $21.1M | 0.3% | +0% | 63.2 |
| 76 | — | Schwab US Broad Market ETF - EX TRD EQ FD | $20.9M | 0.3% | -0% | — |
| 77 | — | Technology Select Sector SPDR ETF - EX TRD EQ FD | $20.1M | 0.3% | +5% | — |
| 78 | — | iShares MSCI EAFE ETF - EX TRD EQ FD | $18.6M | 0.2% | +1% | — |
| 79 |  $CFR | CULLEN/FROST BANKERS, INC. | $18.0M | 0.2% | -4% | 63.4 |
| 80 |  $MCD | MCDONALDS CORP | $16.5M | 0.2% | -3% | 69 |
| 81 |  $FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $15.8M | 0.2% | +0% | 58 |
| 82 | — | iShares MBS ETF IV - ETF FI | $15.6M | 0.2% | +2% | — |
| 83 | — | iShares Russell 1000 ETF - EX TRD EQ FD | $15.5M | 0.2% | +0% | — |
| 84 | — | iShares Core US Aggregate Bond ETF - ETF FI | $15.4M | 0.2% | -1% | — |
| 85 |  $MRK | Merck & Co., Inc. | $15.2M | 0.2% | +0% | 59.9 |
| 86 | — | iShares 1-3 Year Treasry Bond ETF - ETF FI | $15.1M | 0.2% | -5% | — |
| 87 | — | iShares Russell Mid Cap Growth ETF - EX TRD EQ FD | $15.1M | 0.2% | -1% | — |
| 88 |  $TSLA | Tesla, Inc. | $14.9M | 0.2% | +1% | 53.9 |
| 89 | — | Vanguard Small Cap Value ETF - EX TRD EQ FD | $14.8M | 0.2% | -1% | — |
| 90 |  $XOM.R34088 | EXXON MOBIL CORP | $14.4M | 0.2% | -1% | 57.9 |
| 91 | — | Vanguard Morningstar Small Cap ETF - EX TRD EQ FD | $14.3M | 0.2% | -1% | — |
| 92 |  $KO | COCA COLA CO | $13.1M | 0.2% | -2% | 69.5 |
| 93 |  $EMR | EMERSON ELECTRIC CO | $13.1M | 0.2% | -2% | 65.3 |
| 94 |  $NVS | NOVARTIS AG | $13.0M | 0.2% | -0% | — |
| 95 | — | iShares Russell Mid Cap Value ETF - EX TRD EQ FD | $12.2M | 0.1% | -0% | — |
| 96 |  $TRV | TRAVELERS COMPANIES, INC. | $12.2M | 0.1% | -5% | 75.9 |
| 97 | — | iShares High Yield Corporate Bond ETF - ETF FI | $12.1M | 0.1% | -2% | — |
| 98 |  $ROK | ROCKWELL AUTOMATION, INC | $11.8M | 0.1% | +1% | 63.6 |
| 99 | — | iShares Core S&P 500 ETF - EX TRD EQ FD | $11.7M | 0.1% | -5% | — |
| 100 | — | Vanguard Small Cap Growth ETF - EX TRD EQ FD | $11.6M | 0.1% | -2% | — |
| 101 |  $HD | HOME DEPOT, INC. | $11.4M | 0.1% | -5% | 60.3 |
| 102 | — | Vanguard FTSE Emerging Markets ETF - EX TRD EQ FD | $11.1M | 0.1% | +0% | — |
| 103 | — | iShares US Technology ETF - EX TRD EQ FD | $10.8M | 0.1% | +2% | — |
| 104 |  $INTC | INTEL CORP | $10.6M | 0.1% | +1% | 45.6 |
| 105 |  $DHR | DANAHER CORP /DE/ | $10.4M | 0.1% | -1% | 64.8 |
| 106 |  $MU | MICRON TECHNOLOGY INC | $10.2M | 0.1% | -1% | 86.2 |
| 107 |  $MKC | MCCORMICK & CO INC | $10.2M | 0.1% | -23% | 67.6 |
| 108 | — | iShares National Muni Bond ETF - ETF FI | $9.8M | 0.1% | +5% | — |
| 109 |  $FDX | FEDEX CORP | $9.2M | 0.1% | -3% | 60.3 |
| 110 | — | iShares Russell 2000 ETF - EX TRD EQ FD | $9.1M | 0.1% | +3% | — |
| 111 |  $DIS | Walt Disney Co | $9.1M | 0.1% | -9% | 60.1 |
| 112 |  $WEC | WEC ENERGY GROUP, INC. | $9.0M | 0.1% | -1% | 60.1 |
| 113 | — | Schwab International Equity ETF - EX TRD EQ FD | $9.0M | 0.1% | +0% | — |
| 114 |  $V | VISA INC. | $8.8M | 0.1% | +2% | 82.9 |
| 115 |  $ORCL | ORACLE CORP | $8.4M | 0.1% | -1% | 66.2 |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $8.3M | 0.1% | +1% | 70.3 |
| 117 | — | iShares US Treasury Bond ETF - ETF FI | $8.1M | 0.1% | -5% | — |
| 118 | — | SPDR Fund Consumer Discre Select ETF - EX TRD EQ FD | $7.9M | 0.1% | -0% | — |
| 119 | — | Vanguard Dividend Appreciation ETF - EX TRD EQ FD | $7.9M | 0.1% | +1% | — |
| 120 | — | Vanguard Information Technology ETF - EX TRD EQ FD | $7.9M | 0.1% | +1% | — |
| 121 | — | Schwab US Large Cap ETF - EX TRD EQ FD | $7.7M | 0.1% | +0% | — |
| 122 |  $MCK | MCKESSON CORP | $7.5M | 0.1% | +3% | 63.4 |
| 123 |  $BMY | BRISTOL MYERS SQUIBB CO | $7.5M | 0.1% | -1% | 70.4 |
| 124 |  $CL | COLGATE PALMOLIVE CO | $7.5M | 0.1% | -2% | 61.3 |
| 125 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.4M | 0.1% | +15% | 70 |
| 126 |  $AMD | ADVANCED MICRO DEVICES INC | $7.2M | 0.1% | +1% | 79.8 |
| 127 | — | iShares S&P 500 Growth ETF - EX TRD EQ FD | $7.1M | 0.1% | +0% | — |
| 128 | — | Vanguard ESG U.S. Stock ETF - EX TRD EQ FD | $6.8M | 0.1% | +0% | — |
| 129 |  $MDLZ | Mondelez International, Inc. | $6.7M | 0.1% | -2% | 56.4 |
| 130 |  $TPL | Texas Pacific Land Corp | $6.5M | 0.1% | +0% | 73 |
| 131 | — | Schwab US Large Cap Growth ETF - EX TRD EQ FD | $6.4M | 0.1% | +0% | — |
| 132 |  $YUM | YUM BRANDS INC | $6.4M | 0.1% | +0% | 73.7 |
| 133 |  $LMT | LOCKHEED MARTIN CORP | $6.4M | 0.1% | -1% | 65.6 |
| 134 | — | Vanguard Short Term Treasury ETF - ETF FI | $6.1M | 0.1% | -1% | — |
| 135 |  $KR | KROGER CO | $6.0M | 0.1% | -0% | 52.6 |
| 136 |  $CAT | CATERPILLAR INC | $5.9M | 0.1% | +3% | 66.5 |
| 137 |  $PM | Philip Morris International Inc. | $5.8M | 0.1% | -0% | 75.9 |
| 138 | — | Vanguard Extended Market ETF - EX TRD EQ FD | $5.8M | 0.1% | +0% | — |
| 139 | — | Vanguard Financials ETF - EX TRD EQ FD | $5.6M | 0.1% | +0% | — |
| 140 |  $GE | GENERAL ELECTRIC CO | $5.5M | 0.1% | +0% | 73.8 |
| 141 |  $WMB | WILLIAMS COMPANIES, INC. | $5.5M | 0.1% | -0% | 64.3 |
| 142 | — | iShares Broad USD Investment Grade Corporate Bond ETF - ETF FI | $5.4M | 0.1% | -6% | — |
| 143 | — | Vanguard Mid Cap ETF - EX TRD EQ FD | $5.2M | 0.1% | -1% | — |
| 144 | — | iShares S&P 500 Value ETF - EX TRD EQ FD | $5.2M | 0.1% | -1% | — |
| 145 |  $SYK | STRYKER CORP | $5.1M | 0.1% | -3% | 72.1 |
| 146 |  $BY | BYLINE BANCORP, INC. | $5.1M | 0.1% | +0% | 55.7 |
| 147 |  $CTAS | CINTAS CORP | $4.9M | 0.1% | -0% | 68.7 |
| 148 |  $MS | MORGAN STANLEY | $4.8M | 0.1% | +0% | 75.8 |
| 149 | — | iShares TRT Is 5 10 Inv GR CR BD ETF - ETF FI | $4.7M | 0.1% | -1% | — |
| 150 |  $AMT | AMERICAN TOWER CORP /MA/ | $4.6M | 0.1% | -8% | 66.3 |
New Positions (94)
$FDXF FedEx Freight Holding Company, Inc.$2.2M
$HONA Honeywell Aerospace Inc.$1.8M
$FIX COMFORT SYSTEMS USA INC$410,264
$CRDO Credo Technology Group Holding Ltd$343,473
$NBIX NEUROCRINE BIOSCIENCES INC$334,205
$HALO HALOZYME THERAPEUTICS, INC.$324,351
$INOD INNODATA INC$280,931
$STRL STERLING INFRASTRUCTURE, INC.$265,238
$IESC IES Holdings, Inc.$265,212
$SANM SANMINA CORP$258,395
$AIR AAR CORP$236,549
$DT Dynatrace, Inc.$230,044
$LTH Life Time Group Holdings, Inc.$229,317
$IMAX IMAX CORP$191,288
$RELY Remitly Global, Inc.$189,320Exited Positions (39)
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$PBA PEMBINA PIPELINE CORP Franklin International Core Dividend Tilt Index
$MCR MFS CHARTER INCOME TRUST
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