Bartlett & Co. Wealth Management
$7.8B Assets Reported
1,368 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | 1,319,423 | $501M | 6.4% |
| AAPL | Apple Inc | 1,648,996 | $456M | 5.8% |
| MSFT | Microsoft Corp | 984,801 | $407M | 5.2% |
| AMZN | Amazon.Com Inc | 929,880 | $253M | 3.2% |
| VOO | Vanguard S&P 500 ETF | 358,971 | $237M | 3.0% |
| NVDA | Nvidia Corp | 1,190,051 | $236M | 3.0% |
| JPM | JPMorgan Chase & Co | 738,691 | $227M | 2.9% |
| BRKB | Berkshire Hathaway Class B | 390,838 | $183M | 2.3% |
| MA | Mastercard Inc Class A | 340,525 | $172M | 2.2% |
| IEFA | iShares Core MSCI EAFE ETF | 1,817,309 | $171M | 2.2% |
Track Bartlett & Co. Wealth Management's 13F portfolio: $7.8B in reported holdings, 1,368 positions. Top holdings, AUM, and quarterly changes on SentiSense.