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 801–850 of 1,226
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WDC | Western Digital Corp | 135 | $15K–$50K | SH |
| FANG | Diamondback Energy | 154 | $15K–$50K | SH |
| VAC | Marriott Vacations | 394 | $15K–$50K | SH |
| PCTY | Paylocity HLDG Corp | 150 | $15K–$50K | SH |
| GLIBA | Gci Liberty Inc | 612 | $15K–$50K | SH |
| IWC | iShares Micro Cap ETF | 143 | $15K–$50K | SH |
| TNL | Travel Plus Leisure Co | 317 | $15K–$50K | SH |
| EXEL | Exelixis Inc Com | 500 | $15K–$50K | SH |
| IGF | iShares Global Infrastructure | 355 | $15K–$50K | SH |
| SPTM | SPDR Portfolio Total Stock Market ETF | 262 | $15K–$50K | SH |
| FTRE | Fortrea HLDGS Inc | 1K | $15K–$50K | SH |
| GNRC | Generac Holdings Inc | 158 | $15K–$50K | SH |
| CCSO | Carbon Collective Climate US ETF IV | 869 | $15K–$50K | SH |
| FCG | FRST TRST Ise Rev NTRL GS Ind ETF | 900 | $15K–$50K | SH |
| NUE | Nucor Corp | 128 | $15K–$50K | SH |
| NZF | Nuveen Municipal Credit | 2K | $15K–$50K | SH |
| WYNN | WYNN Resorts | 171 | $15K–$50K | SH |
| XYL | Xylem Inc | 151 | $15K–$50K | SH |
| RITM | Rithm Capital Corporation | 2K | $15K–$50K | SH |
| HUBS | Hubspot Inc | 51 | $15K–$50K | SH |
| PEG | Pub SVC Enterpise GP | 254 | $15K–$50K | SH |
| NUSC | Nuveen Esg Small Cap ETF | 455 | $15K–$50K | SH |
| DON | Wisdomtree US Midcap Dividend ETF | 393 | $15K–$50K | SH |
| LEN | Lennar Corp Com | 197 | $15K–$50K | SH |
| NUV | Nuveen Municipal Value C | 2K | $15K–$50K | SH |
| JLL | Jones Lang Lasalle | 60 | $15K–$50K | SH |
| MBC | Masterbrand Inc | 2K | $15K–$50K | SH |
| CLF | Cleveland-Cliffs Inc | 2K | $15K–$50K | SH |
| CNC | Centene Corp | 479 | $15K–$50K | SH |
| AM | Antero Midstream Corp | 1K | $15K–$50K | SH |
| FBCG | Fidelity Blue Chip Growth ETF | 355 | $15K–$50K | SH |
| BLOK | Amplify TRNSFRMTNL Data SHRNG ETF | 335 | $15K–$50K | SH |
| BKN | BlackRock Investment QLT | 2K | $15K–$50K | SH |
| VTR | Ventas Inc | 241 | $15K–$50K | SH |
| IYR | iShares Dow Jones US Real Estate ETF | 200 | $15K–$50K | SH |
| TEVA | Teva Pharmaceutical In F Sponsored ADR | 594 | $15K–$50K | SH |
| EIX | Edison International | 307 | $15K–$50K | SH |
| MUFG | Mitsubishi UFJ | 1K | $15K–$50K | SH |
| IQDY | Flexshs Intl QTY DIV DYN Ind ETF | 500 | $15K–$50K | SH |
| SNDK | Sandisk Corp | 77 | $15K–$50K | SH |
| PRI | Primerica, Inc. | 68 | $15K–$50K | SH |
| BBCA | J P Morgan (exchange-Traded FD Betabuilders Cda) | 188 | $15K–$50K | SH |
| NDSN | Nordson Corp Com | 72 | $15K–$50K | SH |
| INTF | iShares Edge MSCI Multifactor Intl ETF | 460 | $15K–$50K | SH |
| LMBS | FRST TRT Low DTN Opnts ETF IV | 347 | $15K–$50K | SH |
| SUN | Sunoco LP LP | 330 | $15K–$50K | SH |
| BWXT | BWX Technologies Inc | 100 | $15K–$50K | SH |
| SPG | Simon PPTY Group REIT | 93 | $15K–$50K | SH |
| LOB | Live Oak Bancshares | 500 | $15K–$50K | SH |
| HR | Healthcare Realty Trust Class A | 1K | $15K–$50K | SH |