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 651–700 of 1,226
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAM | Brookfiled Asset Manag F Class A | 1K | $50K–$100K | SH |
| IUSG | iShares Core S&P US Growth ETF | 322 | $50K–$100K | SH |
| IP | International Paper | 1K | $50K–$100K | SH |
| FDN | First Trust Internet Index CF ETF | 200 | $50K–$100K | SH |
| GRNY | Fundstrat Granny SHT US LG CP ETF | 2K | $50K–$100K | SH |
| SWKS | Skyworks Solutions | 840 | $50K–$100K | SH |
| FRT | Federal Realty Invt TR REIT | 526 | $50K–$100K | SH |
| WOR | Worthington Inds Inc | 1K | $50K–$100K | SH |
| BATRA | Atlanta Braves Holdings | 1K | $50K–$100K | SH |
| CLS | Celestica Inc Com | 175 | $50K–$100K | SH |
| EBF | Ennis Inc | 3K | $50K–$100K | SH |
| ULTA | Ulta Beauty Inc | 85 | $50K–$100K | SH |
| XLI | Select Sector Industrial SPDR ETF | 330 | $50K–$100K | SH |
| B | Barrick MNG Corp F | 1K | $50K–$100K | SH |
| RY | Royal Bank Of Canada F | 300 | $50K–$100K | SH |
| AXS | Axis Capital Holdings SHS | 475 | $50K–$100K | SH |
| VICI | Vici Properties Inc | 2K | $50K–$100K | SH |
| FNDF | Schwab Fundamental Intl LG Co ETF | 1K | $50K–$100K | SH |
| WY | Weyerhaeuser Co REIT | 2K | $15K–$50K | SH |
| RF | Regions Financial | 2K | $15K–$50K | SH |
| HST | Host Hotels & Resort | 3K | $15K–$50K | SH |
| TER | Teradyne Inc | 256 | $15K–$50K | SH |
| IAC | IAC/Interactivecorp New Com New | 1K | $15K–$50K | SH |
| IBDS | iShares Ibonds Dec 2027 Term Corporate ETF | 2K | $15K–$50K | SH |
| PLXS | Plexus Corp | 330 | $15K–$50K | SH |
| FXO | First Trust Financials Alphadex ETF | 800 | $15K–$50K | SH |
| ARTY | iShares Future AI and Tech ETF | 1K | $15K–$50K | SH |
| SLVP | iShares Msi GLBL Silr Metl Minr ETF | 1K | $15K–$50K | SH |
| CG | Carlyle Group Inc | 811 | $15K–$50K | SH |
| GLIBK | Gci Liberty Inc Class C | 1K | $15K–$50K | SH |
| URI | United Rentals Inc | 59 | $15K–$50K | SH |
| EXG | Eaton Vance Tax Man GL D | 5K | $15K–$50K | SH |
| TDVG | T Rowe Price Dividend Growth ETF | 1K | $15K–$50K | SH |
| HCA | HCA Healthcare Inc | 99 | $15K–$50K | SH |
| SAR | Saratoga Investment Corp | 2K | $15K–$50K | SH |
| EA | Electronic Arts Inc | 225 | $15K–$50K | SH |
| RMBS | Rambus Inc Del Com | 500 | $15K–$50K | SH |
| HSBC | HSBC HLDGS PLC F Sponsored ADR | 575 | $15K–$50K | SH |
| PKG | Packaging Corp Of Am | 218 | $15K–$50K | SH |
| NEAR | iShares Short Duratn BND Actv ETF | 880 | $15K–$50K | SH |
| HOMB | Home Bancshares | 2K | $15K–$50K | SH |
| DFAT | Dimensional ETF TR U S Target Value ETF | 749 | $15K–$50K | SH |
| IBDV | iShares Ibnd Dec 2030 TRM Cop ETF IV | 2K | $15K–$50K | SH |
| CTRA | Coterra Energy Inc. | 2K | $15K–$50K | SH |
| QSR | Restaurant Brands International Inc | 635 | $15K–$50K | SH |
| DOW | Dow Inc | 2K | $15K–$50K | SH |
| XEL | Xcel Energy Inc Minn | 579 | $15K–$50K | SH |
| RBC | RBC Bearings Inc Com | 96 | $15K–$50K | SH |
| — | Ferrari NV (race Csus) | 116 | $15K–$50K | SH |
| J | Jacobs Solutions Inc | 318 | $15K–$50K | SH |