Institutions / Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC
CIK 2010186 · Institution · as of Dec 31, 2025
Portfolio value
$7.64B
Positions
1,226
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,226 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $471.47M | 6.2% |
| Apple Inc. | $457.70M | 6.0% |
| Alphabet Inc. | $430.03M | 5.6% |
| JPMORGAN CHASE & CO | $240.66M | 3.1% |
| Amazon.com Inc | $212.21M | 2.8% |
| Vanguard S&P 500 ETF | $210.77M | 2.8% |
| NVIDIA Corp | $210.44M | 2.8% |
| Warren E. Buffett | $200.52M | 2.6% |
| Mastercard Inc | $191.80M | 2.5% |
| TJX Cos Inc/The | $155.09M | 2.0% |
| PROCTER & GAMBLE Co | $151.86M | 2.0% |
| iShares Core MSCI EAFE ETF | $140.35M | 1.8% |
| Alphabet Inc. | $131.61M | 1.7% |
| Abbott Laboratories | $126.68M | 1.7% |
| Lowes Companies Inc | $123.74M | 1.6% |
| Costco Wholesale Corp /New | $121.60M | 1.6% |
| Amgen Inc | $113.96M | 1.5% |
| Thermo Fisher Scientific Inc. | $112.70M | 1.5% |
| Meta Platforms Inc | $107.94M | 1.4% |
| Deere & Co | $99.20M | 1.3% |
| Linde PLC | $97.62M | 1.3% |
| Intuit Inc. | $96.41M | 1.3% |
| Nextera Energy Inc | $90.30M | 1.2% |
| Analog Devices Inc | $89.08M | 1.2% |
| Accenture plc | $85.99M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.