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 101–150 of 1,226
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWS | iShares Russell Mid Cap Value ETF | 80K | $1M+ | SH |
| FDX | Fedex Corp | 38K | $1M+ | SH |
| ROK | Rockwell Automation | 28K | $1M+ | SH |
| AMT | American Tower Corp REIT | 60K | $1M+ | SH |
| VBK | Vanguard Small Cap Growth ETF | 34K | $1M+ | SH |
| GOVT | iShares US Treasury Bond ETF | 430K | $1M+ | SH |
| MUB | iShares National Muni Bond ETF | 86K | $1M+ | SH |
| V | Visa Inc Class A | 26K | $1M+ | SH |
| VWO | Vanguard FTSE Emerging Markets ETF | 163K | $1M+ | SH |
| IYW | iShares US Technology ETF | 42K | $1M+ | SH |
| WEC | W E C Energy Group Inc | 78K | $1M+ | SH |
| XLY | SPDR Fund Consumer Discre Select ETF | 68K | $1M+ | SH |
| MCK | Mckesson Corp | 10K | $1M+ | SH |
| SCHF | Schwab International Equity ETF | 330K | $1M+ | SH |
| IWM | iShares Russell 2000 ETF | 30K | $1M+ | SH |
| BMY | Bristol-Myers Squibb | 135K | $1M+ | SH |
| VIG | Vanguard Dividend Appreciation ETF | 33K | $1M+ | SH |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | 138K | $1M+ | SH |
| SCHX | Schwab US Large Cap ETF | 260K | $1M+ | SH |
| CL | Colgate-Palmolive Co | 88K | $1M+ | SH |
| MDLZ | Mondelez Intl Class A | 127K | $1M+ | SH |
| KR | Kroger Co | 109K | $1M+ | SH |
| IBM | IBM Corp | 23K | $1M+ | SH |
| LMT | Lockheed Martin Corp | 13K | $1M+ | SH |
| BAH | Booz Allen Hamilton Class A | 74K | $1M+ | SH |
| SCHG | Schwab US Large Cap Growth ETF | 191K | $1M+ | SH |
| VGT | Vanguard Information Technology ETF | 8K | $1M+ | SH |
| YUM | Yum Brands Inc | 40K | $1M+ | SH |
| SYK | Stryker Corp | 17K | $1M+ | SH |
| VGSH | Vanguard Short Term Treasury ETF | 100K | $1M+ | SH |
| VFH | Vanguard Financials ETF | 43K | $1M+ | SH |
| CSCO | Cisco Systems Inc | 73K | $1M+ | SH |
| CDW | CDW Corp | 41K | $1M+ | SH |
| CTAS | Cintas Corp | 29K | $1M+ | SH |
| IVW | iShares S&P 500 Growth ETF | 44K | $1M+ | SH |
| BDX | Becton Dickinson & Co. | 28K | $1M+ | SH |
| PM | Philip Morris Intl | 32K | $1M+ | SH |
| IGIB | iShares TRT Is 5 10 Inv GR CR BD ETF | 95K | $1M+ | SH |
| VXF | Vanguard Extended Market ETF | 24K | $1M+ | SH |
| SYY | Sysco Corp | 67K | $1M+ | SH |
| VO | Vanguard Mid Cap ETF | 17K | $1M+ | SH |
| IVE | iShares S&P 500 Value ETF | 22K | $1M+ | SH |
| SBUX | Starbucks Corp | 55K | $1M+ | SH |
| WMB | Williams Companies | 76K | $1M+ | SH |
| TTWO | Take-Two Interactive | 18K | $1M+ | SH |
| GE | GE Aerospace | 14K | $1M+ | SH |
| TPL | Texas Pacific Land Corp | 15K | $1M+ | SH |
| MS | Morgan Stanley | 22K | $1M+ | SH |
| ESGV | Vanguard ESG U.S. Stock ETF | 33K | $1M+ | SH |
| SCHE | Schwab Emerging Markets Equity ETF | 120K | $1M+ | SH |