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 351–400 of 1,226
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IYK | iShares U.S. Consumer Goods ETF | 6K | $100K–$500K | SH |
| TSCO | Tractor Supply Comp | 9K | $100K–$500K | SH |
| GBF | iShares Govt Credit Bond ETF | 4K | $100K–$500K | SH |
| TFC | Truist Finl Corp | 9K | $100K–$500K | SH |
| SJM | J M Smucker Co | 4K | $100K–$500K | SH |
| FAST | Fastenal Co | 10K | $100K–$500K | SH |
| BN | Brookfield Corp F Class A | 9K | $100K–$500K | SH |
| DFAC | Dimensional U S Core Equity 2 ETF | 10K | $100K–$500K | SH |
| SCHO | Schwab Short Term US Treasury ETF | 17K | $100K–$500K | SH |
| SDY | SPDR S&P Dividend ETF | 3K | $100K–$500K | SH |
| VLTO | Veralto Corp | 4K | $100K–$500K | SH |
| LAMR | Lamar Advertising Co | 3K | $100K–$500K | SH |
| JNK | SPDR Bloomberg Barclays High Yield Bond ETF | 4K | $100K–$500K | SH |
| SUSA | iShares MSCI USA Esg Select ETF | 3K | $100K–$500K | SH |
| XBI | SPDR S&P Biotech ETF | 3K | $100K–$500K | SH |
| BF.A | Brown Forman Corp Class A | 14K | $100K–$500K | SH |
| PLTR | Palantir Technologies In Class A | 2K | $100K–$500K | SH |
| PFG | Principal Finl | 4K | $100K–$500K | SH |
| LRCX | Lam Research Corp | 2K | $100K–$500K | SH |
| MAC | The Macerich Co REIT | 20K | $100K–$500K | SH |
| CBRE | Cbre Group Inc Class A | 2K | $100K–$500K | SH |
| SLB | Schlumberger LTD F | 9K | $100K–$500K | SH |
| FSLR | First Solar Inc | 1K | $100K–$500K | SH |
| CME | Cme Group Inc Class A | 1K | $100K–$500K | SH |
| PFXF | Vaneck Preferred Securities Ex Financials ETF | 20K | $100K–$500K | SH |
| AMZA | Etfis Ser TR I InfraCap MLP ETF | 9K | $100K–$500K | SH |
| SHOP | Shopify Inc F Class A | 2K | $100K–$500K | SH |
| HPE | Hewlett Packard Enterprise | 14K | $100K–$500K | SH |
| TXT | Textron Inc | 4K | $100K–$500K | SH |
| DKNG | Draftkings Inc New Class A | 10K | $100K–$500K | SH |
| ADSK | Autodesk Inc | 1K | $100K–$500K | SH |
| RIO | Rio Tinto PLC F Sponsored ADR | 4K | $100K–$500K | SH |
| BSVO | Ea Bridgeway Omni SML Cap Val ETF IV | 14K | $100K–$500K | SH |
| BE | Bloom Energy Corp A | 4K | $100K–$500K | SH |
| XLE | Energy Select Sector SPDR ETF | 8K | $100K–$500K | SH |
| VSS | VGRD FTSE All WRLD Ex US SML Cap ETF | 2K | $100K–$500K | SH |
| A | Agilent Technologies Inc Com | 2K | $100K–$500K | SH |
| MZTI | Marzetti Co | 2K | $100K–$500K | SH |
| SHM | SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF | 7K | $100K–$500K | SH |
| TAK | Takeda Pharma Co F Sponsored ADR | 21K | $100K–$500K | SH |
| USMV | iShares MSCI USA Min Vol FCTR ETF | 3K | $100K–$500K | SH |
| CNS | Cohen & Steers Inc | 5K | $100K–$500K | SH |
| SUB | iShares Short Term NTNL Mun BND ETF | 3K | $100K–$500K | SH |
| AVDE | American Centy ETF (TR Avantis Intl Eqt) | 4K | $100K–$500K | SH |
| NAZ | Nuveen Arizona QLTY MNCP | 26K | $100K–$500K | SH |
| TM | Toyota Motor Corp F Sponsored ADR | 1K | $100K–$500K | SH |
| LBRDK | Liberty Broadband Co Class C | 6K | $100K–$500K | SH |
| OUNZ | Vaneck Merk Gold ETF | 8K | $100K–$500K | SH |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3K | $100K–$500K | SH |
| EQT | EQT Corporation Com | 6K | $100K–$500K | SH |