BARTLETT & CO. WEALTH MANAGEMENT LLC - Portfolio Stock Holdings
BARTLETT & CO. WEALTH MANAGEMENT LLC disclosed 1351 stock positions in a recent SEC 13F filing. $7,253,065,533 of stock holdings were filed, with the largest holdings including AAPL, GOOG, and MSFT. This filing represented positions held on March 31, 2026, and was filed on May 6, 2026.We estimate the fund has a total AUM of $10,253,059,151 and has 84 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
1351Est. Stock Holding Value:
$7,253,065,533Top Stock Holdings By Sector
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Portfolio Stock Holdings - BARTLETT & CO. WEALTH MANAGEMENT LLC
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% of Portfolio
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