CIK 2010186
BARTLETT & CO. WEALTH MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
1,226
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 1,226
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PAYX | Paychex Inc | 941 | $100K–$500K | SH |
| ARI | Apollo Coml Real Estate Fin Inc Com | 11K | $100K–$500K | SH |
| EEMV | Ishs MSCI Emerg MRKT Min Vol FCT ETF | 2K | $100K–$500K | SH |
| WU | Western Union Co | 11K | $100K–$500K | SH |
| SCHI | Schwab 5 10 Year Corp Bond ETF | 5K | $100K–$500K | SH |
| AFG | American Financial Group, Inc | 751 | $100K–$500K | SH |
| CRBN | iShares TR MSCI Acwi Low Carbon Target ETF | 440 | $100K–$500K | SH |
| CHKP | Check PT Software F | 530 | $50K–$100K | SH |
| DHI | D R Horton Co | 679 | $50K–$100K | SH |
| SPDW | SPDR Portfolio DVLPD WRLD Ex-US ETF | 2K | $50K–$100K | SH |
| KNF | Knife River HLDG Co | 1K | $50K–$100K | SH |
| IXC | iShares S&P Global Energy ETF | 2K | $50K–$100K | SH |
| NDAQ | Nasdaq OMX Group Inc | 995 | $50K–$100K | SH |
| CHE | Chemed Corp | 225 | $50K–$100K | SH |
| TECK | Teck Resources LTD F Class B | 2K | $50K–$100K | SH |
| KNX | Knight Swift Transportat Class A | 2K | $50K–$100K | SH |
| CRUS | Cirrus Logic Inc | 800 | $50K–$100K | SH |
| RXL | ProShares Ultra Health Care ETF | 2K | $50K–$100K | SH |
| TECB | iShares US Tech BRKTHRGH MLTSCTR ETF | 2K | $50K–$100K | SH |
| SCHH | Charles Schwab US REIT ETF | 4K | $50K–$100K | SH |
| NVT | Nvent Electric PLC F | 914 | $50K–$100K | SH |
| LUV | Southwest Airlines | 2K | $50K–$100K | SH |
| FVD | First Trust Value Line Dividend ETF | 2K | $50K–$100K | SH |
| ROP | Roper Technologies | 204 | $50K–$100K | SH |
| PWZ | Invesco California Amt-Free Municipal Bond | 4K | $50K–$100K | SH |
| SNA | Snap On Inc | 260 | $50K–$100K | SH |
| SU | Suncor Energy Inc F | 2K | $50K–$100K | SH |
| PLD | Prologis Inc. REIT | 685 | $50K–$100K | SH |
| MNST | Monster Beverage Corpora | 1K | $50K–$100K | SH |
| HACK | Etfmg Prime Cyber Security ETF | 1K | $50K–$100K | SH |
| IDU | iShares U.S. Utilities ETF | 800 | $50K–$100K | SH |
| CGDV | Capital Group Dividend Value ETF | 2K | $50K–$100K | SH |
| ILOW | Ab International LW Volty EQT ETF | 2K | $50K–$100K | SH |
| AGCO | A G C O Corp | 800 | $50K–$100K | SH |
| RSG | Republic Services | 392 | $50K–$100K | SH |
| AGEM | Abrdn Emerging Markets DVND Act ETF | 2K | $50K–$100K | SH |
| APP | Applovin Corp Class A | 122 | $50K–$100K | SH |
| CECO | CECO Environmental Corp. | 1K | $50K–$100K | SH |
| DLN | Wisdomtree US Largecap Dividend ETF | 900 | $50K–$100K | SH |
| AL | Air Lease Corp Class A | 1K | $50K–$100K | SH |
| ITT | ITT Inc | 452 | $50K–$100K | SH |
| LFUS | Littelfuse Inc | 310 | $50K–$100K | SH |
| INFY | Infosys LTD F Sponsored ADR | 4K | $50K–$100K | SH |
| Q | Qnity Electronics, Inc. | 949 | $50K–$100K | SH |
| TFI | SPDR Nuveen Bloomberg Barclays Municipal Bond | 2K | $50K–$100K | SH |
| VLO | Valero Energy Corp | 465 | $50K–$100K | SH |
| SHE | SPDR Ssga Gender Diversity ETF | 570 | $50K–$100K | SH |
| SLF | Sun Life Financial | 1K | $50K–$100K | SH |
| UVE | Universal Insurance | 2K | $50K–$100K | SH |
| SOLV | Solventum Corp Reg SHS | 937 | $50K–$100K | SH |