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 1001–1050 of 1,226
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BGRN | iShares Usd Green Bond ETF | 115 | $1K–$15K | SH |
| — | PPL Capital Fun 2.875 28 Conv Bonds Due Mar 15 2028 | 5K | $1K–$15K | PRN |
| IVZ | Invesco LTD F | 209 | $1K–$15K | SH |
| RDVY | FT Rising Dividend Achievers ETF IV | 79 | $1K–$15K | SH |
| EBND | SPDR BBG Barclays Emerging MKTS Local BD ETF | 254 | $1K–$15K | SH |
| BUFR | FT Vest Laddered Buffer ETF | 158 | $1K–$15K | SH |
| FTLS | First Trust Long Short Equity ETF | 76 | $1K–$15K | SH |
| CGGR | Capital Group Growth ETF | 121 | $1K–$15K | SH |
| TDG | Transdigm Group Inc | 4 | $1K–$15K | SH |
| SDVY | First Trust Smid Cap Rising Divi ETF | 138 | $1K–$15K | SH |
| FDL | First Trust Morningstar DIV Leaders Idx | 119 | $1K–$15K | SH |
| NCLH | Norwegian Cruise Lin F | 235 | $1K–$15K | SH |
| EL | Estee Lauder Co Inc Class A | 50 | $1K–$15K | SH |
| COIN | Coinbase Global Inc | 23 | $1K–$15K | SH |
| CSQ | Calamos Strategic Total Return FD Com SH Ben Int | 270 | $1K–$15K | SH |
| VDE | Vanguard Energy ETF | 41 | $1K–$15K | SH |
| CBSH | Commerce Bancshares Inc | 98 | $1K–$15K | SH |
| DDOG | Datadog Inc Class A | 37 | $1K–$15K | SH |
| FDS | Factset Research SYS | 17 | $1K–$15K | SH |
| BITO | ProShares Bitcoin Strategy ETF | 404 | $1K–$15K | SH |
| FTS | Fortis Inc F | 94 | $1K–$15K | SH |
| LYG | Lloyds Banking Group | 911 | $1K–$15K | SH |
| — | Evergy, Inc. 4.5 27 Conv Bonds Due Dec 15 2027 | 4K | $1K–$15K | PRN |
| PRIM | Primoris Services Co | 38 | $1K–$15K | SH |
| GIGB | GLDMN SCHS Acs Inv GRD CRPRT ETF | 102 | $1K–$15K | SH |
| VPG | Vishay Precision Group | 122 | $1K–$15K | SH |
| APA | APA Corporation Com | 191 | $1K–$15K | SH |
| PID | Invsc Intl DVDND Achvrs ETF | 212 | $1K–$15K | SH |
| AIQ | Global X Fund GLB X Art Intl TGY ETF | 90 | $1K–$15K | SH |
| ASTS | AST Spacemobile Inc Class A | 62 | $1K–$15K | SH |
| RBLX | Roblox Corp Class A | 55 | $1K–$15K | SH |
| LII | Lennox Intl Inc | 9 | $1K–$15K | SH |
| KIM | Kimco Realty Corp. | 212 | $1K–$15K | SH |
| NWSA | News Corp New Class A | 164 | $1K–$15K | SH |
| BRO | Brown & Brown Inc | 53 | $1K–$15K | SH |
| ELS | Equity Lifestyle PPT REIT | 69 | $1K–$15K | SH |
| TEAM | Atlassian | 26 | $1K–$15K | SH |
| TREX | Trex Inc Com | 120 | $1K–$15K | SH |
| MTD | Mettler Toledo International | 3 | $1K–$15K | SH |
| AMBA | Ambarella Inc F | 59 | $1K–$15K | SH |
| IVLU | iShares MSCI Intl Value Factor ETF | 109 | $1K–$15K | SH |
| SE | Sea Limited Ads Each | 32 | $1K–$15K | SH |
| CSGP | Costar Group Inc | 60 | $1K–$15K | SH |
| CIBR | First Trust Nasdaq Cybersecurity ETF | 56 | $1K–$15K | SH |
| KLAR | Klarna Group PLC Ord | 138 | $1K–$15K | SH |
| EFAV | iShares MSCI Eaf Min Vol FCT ETF | 46 | $1K–$15K | SH |
| TLT | iShares 20 PLS Year Treasury BND ETF | 45 | $1K–$15K | SH |
| CPAY | Corplay Inc Com | 13 | $1K–$15K | SH |
| JBHT | J B Hunt Transport | 20 | $1K–$15K | SH |
| SBAC | S B A Communications Class A | 20 | $1K–$15K | SH |