BARTLETT & CO. WEALTH MANAGEMENT LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$7.6B

Holdings

1,226

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,226 positions)

StockValue
SAPSAP ADR Rep 1 Ord
$23K
EMNEastman Chemical Co
$23K
DKSDick's Sporting
$23K
FANGDiamondback Energy
$23K
ARESAres Management Corp Class A
$23K
WDCWestern Digital Corp
$23K
WHWyndham Hotels & Resorts Inc
$23K
PCTYPaylocity HLDG Corp
$22K
IWCiShares Micro Cap ETF
$22K
TNLTravel Plus Leisure Co
$22K
GLIBAGci Liberty Inc
$22K
SPTMSPDR Portfolio Total Stock Market ETF
$21K
EX9Exelixis Inc Com
$21K
FTREFortrea HLDGS Inc
$21K
CCSOCarbon Collective Climate US ETF IV
$21K
FCGFRST TRST Ise Rev NTRL GS Ind ETF
$21K
IGFiShares Global Infrastructure
$21K
GNRCGenerac Holdings Inc
$21K
NUSCNuveen Esg Small Cap ETF
$20K
PEGPub SVC Enterpise GP
$20K
DONWisdomtree US Midcap Dividend ETF
$20K
MBCMasterbrand Inc
$20K
JLLJones Lang Lasalle
$20K
NZFNuveen Municipal Credit
$20K
NUENucor Corp
$20K
LENLennar Corp Com
$20K
XYLXylem Inc
$20K
RITMRithm Capital Corporation
$20K
HUBSHubspot Inc
$20K
NUVNuveen Municipal Value C
$20K
WYNNWYNN Resorts
$20K
BLOKAmplify TRNSFRMTNL Data SHRNG ETF
$19K
BKNBlackRock Investment QLT
$19K
AMAntero Midstream Corp
$19K
FBCGFidelity Blue Chip Growth ETF
$19K
CNCCentene Corp
$19K
CLFCleveland-Cliffs Inc
$19K
IQDYFlexshs Intl QTY DIV DYN Ind ETF
$18K
SNDKSandisk Corp
$18K
VENVentas Inc
$18K
IYRiShares Dow Jones US Real Estate ETF
$18K
MUFGMitsubishi UFJ
$18K
TEVATeva Pharmaceutical In F Sponsored ADR
$18K
EIXEdison International
$18K
SUNSunoco LP LP
$17K
BWXTBWX Technologies Inc
$17K
LMBSFRST TRT Low DTN Opnts ETF IV
$17K
NDSNNordson Corp Com
$17K
INTFiShares Edge MSCI Multifactor Intl ETF
$17K
SPGSimon PPTY Group REIT
$17K
LOBLive Oak Bancshares
$17K
BBCAJ P Morgan (exchange-Traded FD Betabuilders Cda)
$17K
HRHealthcare Realty Trust Class A
$17K
FUODolby Laboratories Inc
$17K
PRIPrimerica, Inc.
$17K
FWONALiberty Media Corp
$16K
HHyatt Hotels Class A
$16K
DOCSDoximity Inc
$16K
ILCBiShares Morningstar Large Cap ETF
$16K
PRFZPowerShares ETF Trust FTSE Us1500 SM
$16K
IVOVVanguard S&P Mid Cap 400 Value ETF
$16K
NVGNuveen Amt Free Municipal Credit Income Fund
$16K
HLNHaleon PLC F Sponsored ADR
$16K
LQDiShares iBoxx Invt Grade Bond ETF
$16K
WTMWhite Mountains Ins F
$16K
FOXAFox Corp Class A
$15K
MSDLMorgan Stanley Direct Le
$15K
APTVAptiv PLC Com SHS
$15K
PPTPutnam Premier Income TR
$15K
PPLPembina Pipeline Corp Com
$15K
CAGConagra Brands Inc
$15K
BBJPJ P Morgan (exchange-Traded FD Betabuldrs Japan)
$15K
ABNBAirbnb Inc Class A
$15K
PIImpinj Inc
$15K
TSLXSixth Street Specialty L
$15K
BEPCBrookfield Renewable F Class A
$15K
EHCEncompass Health Corp
$15K
ANAutonation Inc
$15K
SILASila Realty Trust Inc
$14K
HPHelmerich & Payne
$14K
AMTMAmentum HLDGS Inc
$14K
OMCOmnicom Group Inc
$14K
IYEiShares US Energy ETF
$14K
HDViShares Core High Dividend ETF
$14K
RPMRPM Intl Inc
$14K
HOODRobinhood MKTS Inc Class A
$14K
VIKViking Holdings LTD F
$14K
PEOExelon Corp
$14K
MVFBlackRock Munivest CF
$14K
PODDInsulet Corp Com
$14K
CELHCelsius HLDGS Inc
$13K
STLAStellantis N V F
$13K
PGFInvesco Financial Preferred ETF
$13K
HWMHowmet Aerospace Inc
$13K
First Majestic Silver (ag Csus)
$13K
BFKBlackRock Mun Income SH Ben Int
$13K
ATGEAdtalem Global Education
$13K
BLDRBuilders Firstsource
$13K
EVREvercore Partners Inc
$13K
MCRMFS Charter Income CF
$13K
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