Bartlett & Co. Wealth Management
$8.0B 13F equity value
1,369 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bartlett & Co. Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | 1,651,943 | $478M | 6.0% |
| GOOG | Alphabet Inc. Class C | 1,301,453 | $460M | 5.8% |
| MSFT | Microsoft Corp | 989,415 | $369M | 4.6% |
| VOO | Vanguard S&P 500 ETF | 361,789 | $248M | 3.1% |
| JPM | JPMorgan Chase & Co | 739,408 | $242M | 3.0% |
| NVDA | Nvidia Corp | 1,208,102 | $242M | 3.0% |
| AMZN | Amazon.Com Inc | 936,125 | $223M | 2.8% |
| BRKB | Berkshire Hathaway Class B | 391,026 | $196M | 2.4% |
| IEFA | iShares Core MSCI EAFE ETF | 1,886,270 | $182M | 2.3% |
| MA | Mastercard Inc Class A | 340,541 | $175M | 2.2% |
Track Bartlett & Co. Wealth Management's 13F portfolio: $8.0B in reported holdings, 1,369 positions. Top holdings and quarterly changes on SentiSense.
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