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 701–750 of 1,226
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STRV | Strive 500 ETF | 955 | $15K–$50K | SH |
| ESML | iShares Esg Aware MSCI USA Small Cap ETF | 915 | $15K–$50K | SH |
| MDB | Mongodb Inc | 100 | $15K–$50K | SH |
| MAA | Mid-America Apartment Communities Inc | 300 | $15K–$50K | SH |
| VIGI | Vanguard Intl Divdend Aprectn ETF IV | 450 | $15K–$50K | SH |
| ADM | Archer Daniels Midland C | 709 | $15K–$50K | SH |
| ZETA | Zeta Global Holdings Corp-A | 2K | $15K–$50K | SH |
| DTD | Wisdomtree Total Dividend | 477 | $15K–$50K | SH |
| EQIX | Equinix Inc | 52 | $15K–$50K | SH |
| HQH | Tekla HLTHCR Inv | 2K | $15K–$50K | SH |
| SOFI | Sofi Technologies Inc F | 2K | $15K–$50K | SH |
| LIT | Global X Lithium Battery Tech ETF | 600 | $15K–$50K | SH |
| AEG | Aegon LTD ADR F Sponsored ADR | 5K | $15K–$50K | SH |
| HYG | iShares iBoxx High Yield Bond ETF | 478 | $15K–$50K | SH |
| CLX | Clorox Co | 381 | $15K–$50K | SH |
| XJH | Ishs Esg Screen S And P Mid Cap ETF | 852 | $15K–$50K | SH |
| HLI | Houlihan Lokey Inc Class A | 217 | $15K–$50K | SH |
| DAL | Delta Air Lines Inc Del | 530 | $15K–$50K | SH |
| IAT | iShares US Regional Banks ETF IV | 663 | $15K–$50K | SH |
| HLT | Hilton Worldwide | 125 | $15K–$50K | SH |
| WSM | Williams Sonoma | 201 | $15K–$50K | SH |
| FUL | Fuller Co H B 0050 | 600 | $15K–$50K | SH |
| ROST | Ross Stores Inc | 198 | $15K–$50K | SH |
| WS | Worthington Steel Inc | 1K | $15K–$50K | SH |
| INCY | Incyte Corp | 354 | $15K–$50K | SH |
| LIN | Linde PLC F | 82 | $15K–$50K | SH |
| LNG | Cheniere Energy Inc | 177 | $15K–$50K | SH |
| SNX | Synnex Corp | 227 | $15K–$50K | SH |
| BAX | Baxter International | 2K | $15K–$50K | SH |
| BJ | BJS WHSL Club HLDGS Inc | 377 | $15K–$50K | SH |
| CVE | Cenovus Energy Inc F | 2K | $15K–$50K | SH |
| FWONK | Liberty Media Corp | 337 | $15K–$50K | SH |
| AXON | Axon Enterprise Inc | 58 | $15K–$50K | SH |
| KEYS | Keysight Technologies Inc Com | 161 | $15K–$50K | SH |
| KMX | Carmax Inc | 845 | $15K–$50K | SH |
| SUI | Sun Communities REIT | 261 | $15K–$50K | SH |
| FIW | First Trust Ise Water Index ETF | 300 | $15K–$50K | SH |
| SPYM | SPDR Portfolio S&P 500 ETF | 400 | $15K–$50K | SH |
| IMCG | iShares Morningstar Mid Cap Growth ETF | 400 | $15K–$50K | SH |
| SONY | Sony Group Corporation | 1K | $15K–$50K | SH |
| AVY | Avery Dennison Corp | 170 | $15K–$50K | SH |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 544 | $15K–$50K | SH |
| EMB | iShares JPMorgan Usd MTS Bond ETF | 320 | $15K–$50K | SH |
| FE | Firstenergy Corp | 686 | $15K–$50K | SH |
| FNDA | Schwab Fundamental US Small Com ETF | 972 | $15K–$50K | SH |
| AMCR | Amcor PLC Ord | 4K | $15K–$50K | SH |
| STLD | Steel Dynamics Inc | 177 | $15K–$50K | SH |
| TXRH | Texas Roadhouse Class A | 180 | $15K–$50K | SH |
| MICC | Magnum Ice Cream Co BV/The | 2K | $15K–$50K | SH |
| F | Ford Motor Co | 2K | $15K–$50K | SH |