§ 13F · FUND PROFILE
BARTLETT & CO. WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7164.8T (13F)Positions · 1249Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 975K | $471.5T | 6.2% | −1% |
| 2 | AAPL | Apple Inc | 1.68M | $457.7T | 6.0% | −1% |
| 3 | GOOG | Alphabet Inc. Class C | 1.37M | $430.0T | 5.6% | −2% |
| 4 | JPM | JPMorgan Chase & Co | 747K | $240.7T | 3.1% | −1% |
| 5 | AMZN | Amazon.Com Inc | 919K | $212.2T | 2.8% | +1% |
| 6 | VOO | Vanguard S&P 500 ETF | 336K | $210.8T | 2.8% | ±0% |
| 7 | NVDA | Nvidia Corp | 1.13M | $210.4T | 2.8% | +2% |
| 8 | BRK/B | Berkshire Hathaway Class B | 399K | $200.4T | 2.6% | ±0% |
| 9 | MA | Mastercard Inc Class A | 336K | $191.8T | 2.5% | +1% |
| 10 | TJX | TJX Companies Inc | 1.01M | $155.1T | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARTLETT SIGNAL
AC read
BARTLETT & CO. WEALTH MANAGEMENT LLC is a Other fund managing $7164793.0 trillion in assets. The fund runs a massive portfolio of 1,249 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed