BARTLETT & CO. WEALTH MANAGEMENT LLC: 13F holdings
CIK 20101862026Q2
| Positions | 1,334 |
|---|---|
| Reported value | $8.0bn |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL Apple Inc | 1,651,943 | $478.0m | 6.0% |
| GOOG Alphabet Inc. Class C | 1,301,453 | $459.8m | 5.8% |
| MSFT Microsoft Corp | 989,415 | $369.1m | 4.6% |
| VOO Vanguard S&P 500 ETF | 361,789 | $248.5m | 3.1% |
| JPM JPMorgan Chase & Co | 739,408 | $242.0m | 3.0% |
| NVDA Nvidia Corp | 1,208,102 | $241.7m | 3.0% |
| AMZN Amazon.Com Inc | 936,125 | $223.1m | 2.8% |
| BRK-B Berkshire Hathaway Class B | 391,026 | $195.7m | 2.4% |
| IEFA iShares Core MSCI EAFE ETF | 1,886,270 | $182.2m | 2.3% |
| MA Mastercard Inc Class A | 340,541 | $174.9m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010186")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.