1834 INVESTMENT ADVISORS CO

Milwaukee, WI · CIK 1138486 · 13F filing filed 2026-07-30

SEC-registered investment adviser since 1976 · corporation

Assets managed$2.2bn
Staff45 · 30 in investment roles
Main clients (by assets)Pension plans 54%, High net worth individuals 43%, Individuals 3%
Website1834investmentadvisors.com
Form ADV · 2026-09-04SEC adviser record

Kindinstitutions, bank or insurer
Others nearbyMilwaukee, WI, Evansville, IN, Minneapolis, MN, Indianapolis, IN, Joliet, IL, Chicago, IL
FamilyOLD NATIONAL BANCORP /IN/ · 2 related pages · largest: OLD NATIONAL BANCORP /IN/

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Milwaukee, WI (main office)United States	United States	about 9
Evansville, INUnited States	United States	5
Indianapolis, INUnited States	United States	4
Joliet, ILUnited States	United States	3
St Louis Park, MNUnited States	United States	3
Chicago, ILUnited States	United States	2
Bismark, NDUnited States	United States	1
Bloomington, INUnited States	United States	1
Minneapolis, MNUnited States	United States	1
Scottsdale, AZUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$882.6m reported value +10.1% vs Q1 2026

211positions

33.7%in top 10

13 new 67 added 83 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR S&P 500 GRWT ETF IVW	IVW	320,486	$44.1m4.99%	4.99%	Reduced -5.3k	-5,303 -1.6%
2	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	667,988	$38.9m4.40%	4.40%	Reduced -22.2k	-22,221 -3.2%
3	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	458,713	$36.3m4.11%	4.11%	Added +26.7k	+26,695 6.2%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	43,073	$29.6m3.35%	3.35%	Added +6.0k	+5,967 16.1%
5	ISHARES TR S&P 500 VAL ETF IVE	IVE	125,735	$28.5m3.23%	3.23%	Reduced -9.4k	-9,442 -7.0%
6	APPLE INC COM AAPL	AAPL	89,375	$25.9m2.93%	2.93%	Reduced -450	-450 -0.5%
7	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	304,808	$25.2m2.85%	2.85%	Added +9.5k	+9,468 3.2%
8	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	421,015	$24.8m2.81%	2.81%	Added +38.0k	+38,039 9.9%
9	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	193,162	$23.0m2.60%	2.60%	Added +30.8k	+30,849 19.0%
10	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	351,475	$21.4m2.42%	2.42%	Added +48.1k	+48,079 15.8%
11	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	272,328	$19.4m2.20%	2.20%	Added +38.5k	+38,518 16.5%
12	MICROSOFT CORP COM MSFT	MSFT	49,181	$18.3m2.08%	2.08%	Added +1.3k	+1,273 2.7%
13	ISHARES TR S&P MC 400GR ETF IJK	IJK	150,402	$17.7m2.00%	2.00%	Reduced -1.2k	-1,209 -0.8%
14	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	344,888	$16.1m1.83%	1.83%	Added +23.1k	+23,090 7.2%
15	ALPHABET INC CAP STK CL A GOOGL	GOOGL	42,521	$15.2m1.72%	1.72%	Added +886	+886 2.1%
16	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	93,660	$13.8m1.57%	1.57%	Reduced -1.3k	-1,299 -1.4%
17	BROADCOM INC COM AVGO	AVGO	33,485	$12.6m1.43%	1.43%	Added +549	+549 1.7%
18	APA CORPORATION COM APA	APA	329,792	$10.7m1.22%	1.22%	Reduced -57.3k	-57,323 -14.8%
19	MERCK & CO INC COM MRK	MRK	82,232	$10.6m1.20%	1.20%	Reduced -3.1k	-3,114 -3.6%
20	CVS HEALTH CORP COM CVS	CVS	101,154	$10.5m1.19%	1.19%	Reduced -4.8k	-4,850 -4.6%
21	SPDR GOLD TR GOLD SHS GLD	GLD	28,248	$10.4m1.18%	1.18%	Added +20	+20 0.1%
22	ALTRIA GROUP INC COM MO	MO	134,922	$9.7m1.10%	1.10%	Reduced -532	-532 -0.4%
23	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	164,395	$9.5m1.07%	1.07%	Added +788	+788 0.5%
24	TRUIST FINL CORP COM TFC	TFC	186,047	$9.3m1.05%	1.05%	Reduced -973	-973 -0.5%
25	JOHNSON & JOHNSON COM JNJ	JNJ	36,351	$9.2m1.05%	1.05%	Reduced -2.6k	-2,583 -6.6%
26	DEVON ENERGY CORP NEW COM DVN	DVN	213,447	$8.8m1.00%	1.00%	New
27	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	130,197	$7.8m0.88%	0.88%	Added +17.1k	+17,108 15.1%
28	CHEVRON CORP NEW COM CVX	CVX	45,395	$7.5m0.85%	0.85%	Reduced -788	-788 -1.7%
29	JPMORGAN CHASE & CO COM JPM	JPM	22,859	$7.5m0.85%	0.85%	Reduced -706	-706 -3.0%
30	VERIZON COMMUNICATIONS INC COM VZ	VZ	173,925	$7.4m0.83%	0.83%	Reduced -21.3k	-21,284 -10.9%
31	EDISON INTL COM EIX	EIX	96,305	$7.2m0.81%	0.81%	Added +4.3k	+4,343 4.7%
32	PFIZER INC COM PFE	PFE	289,830	$7.0m0.79%	0.79%	Added +2.1k	+2,135 0.7%
33	DOLLAR GEN CORP NEW COM DG	DG	60,105	$6.9m0.78%	0.78%	Reduced -1.1k	-1,113 -1.8%
34	AMAZON COM INC COM AMZN	AMZN	28,703	$6.8m0.78%	0.78%	Added +386	+386 1.4%
35	WEC ENERGY GROUP INC COM WEC	WEC	56,469	$6.6m0.75%	0.75%	Added +75	+75 0.1%
36	AT&T INC COM T	T	313,389	$6.5m0.74%	0.74%	Reduced -35.8k	-35,776 -10.2%
37	TEXAS INSTRS INC COM TXN	TXN	21,547	$6.4m0.73%	0.73%	Reduced -4.5k	-4,520 -17.3%
38	EVERSOURCE ENERGY COM ES	ES	86,248	$6.2m0.71%	0.71%	Added +12.4k	+12,356 16.7%
39	NVIDIA CORPORATION COM NVDA	NVDA	30,791	$6.2m0.70%	0.70%	Added +1.7k	+1,660 5.7%
40	ISHARES TR CORE S&P500 ETF IVV	IVV	8,164	$6.1m0.69%	0.69%	Reduced -109	-109 -1.3%
41	KINDER MORGAN INC DEL COM KMI	KMI	187,553	$6.0m0.68%	0.68%	Reduced -11.2k	-11,181 -5.6%
42	FORD MTR CO COM F	F	425,860	$5.9m0.67%	0.67%	Reduced -55.2k	-55,232 -11.5%
43	CNH INDL N V SHS CNH	CNH	524,119	$5.9m0.67%	0.67%	Reduced -85.1k	-85,069 -14.0%
44	US BANCORP DEL COM NEW USB	USB	96,080	$5.8m0.66%	0.66%	Added +7.6k	+7,629 8.6%
45	HERSHEY CO COM HSY	HSY	31,882	$5.6m0.63%	0.63%	Added +622	+622 2.0%
46	PUBLIC STORAGE COM PSA	PSA	16,941	$5.4m0.61%	0.61%	Added +539	+539 3.3%
47	TARGET CORP COM TGT	TGT	41,062	$5.4m0.61%	0.61%	Reduced -3.7k	-3,696 -8.3%
48	QUALCOMM INC COM QCOM	QCOM	28,178	$5.2m0.59%	0.59%	Reduced -5.6k	-5,638 -16.7%
49	FIDELITY NATIONAL FINANCIAL FNF GROUP COM FNF	FNF	106,633	$5.0m0.57%	0.57%	Reduced -408	-408 -0.4%
50	UNITED BANKSHARES INC WEST V COM UBSI	UBSI	108,564	$5.0m0.56%	0.56%	Reduced -3.3k	-3,330 -3.0%
51	SPDR SER TR S&P DIVID ETF SDY	SDY	31,911	$4.9m0.55%	0.55%	Added +822	+822 2.6%
52	CITIGROUP INC COM NEW C	C	31,941	$4.5m0.51%	0.51%	Reduced -2.2k	-2,202 -6.5%
53	BATH & BODY WORKS INC COM BBWI	BBWI	193,024	$4.5m0.51%	0.51%	Added +174.4k	+174,412 937.1%
54	PRICE T ROWE GROUP INC COM TROW	TROW	38,970	$4.4m0.50%	0.50%	Added +1.3k	+1,258 3.3%
55	COMCAST CORP NEW CL A CMCSA	CMCSA	176,848	$4.3m0.49%	0.49%	New
56	ISHARES TR S&P SML 600 GWT IJT	IJT	24,159	$4.3m0.49%	0.49%	Reduced -260	-260 -1.1%
57	HEALTHPEAK PROPERTIES INC COM DOC	DOC	199,520	$4.3m0.48%	0.48%	Added +15.5k	+15,549 8.4%
58	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	116,210	$4.2m0.48%	0.48%	Added +18.3k	+18,316 18.7%
59	ISHARES TR SP SMCP600VL ETF IJS	IJS	29,847	$4.1m0.46%	0.46%	Reduced -741	-741 -2.4%
60	PACCAR INC COM PCAR	PCAR	32,815	$3.9m0.45%	0.45%	Added +3.4k	+3,439 11.7%
61	VIRTU FINL INC CL A VIRT	VIRT	66,030	$3.9m0.45%	0.45%	Reduced -3.8k	-3,781 -5.4%
62	WESTERN UN CO COM WU	WU	499,965	$3.8m0.44%	0.44%	Added +28.8k	+28,849 6.1%
63	KLA CORP COM NEW KLAC	KLAC	12,641	$3.8m0.43%	0.43%	Reduced -1.4k	-1,399 -10.0%
64	ELI LILLY & CO COM LLY	LLY	3,175	$3.8m0.43%	0.43%	Unchanged
65	REALTY INCOME CORP COM O	O	60,912	$3.8m0.43%	0.43%	Added +6.9k	+6,904 12.8%
66	CONAGRA BRANDS INC COM CAG	CAG	276,178	$3.7m0.42%	0.42%	Added +6.0k	+6,004 2.2%
67	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	18,929	$3.6m0.41%	0.41%	Reduced -5	-5 -0.0%
68	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	38,809	$3.6m0.40%	0.40%	Added +8.1k	+8,077 26.3%
69	ISHARES TR MSCI EAFE ETF EFA	EFA	33,744	$3.5m0.40%	0.40%	Reduced -656	-656 -1.9%
70	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,632	$3.5m0.39%	0.39%	Reduced -1	-1 -0.0%
71	CISCO SYS INC COM CSCO	CSCO	28,856	$3.4m0.38%	0.38%	Reduced -2.1k	-2,140 -6.9%
72	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	21,642	$3.4m0.38%	0.38%	Added +8.9k	+8,870 69.5%
73	LOCKHEED MARTIN CORP COM LMT	LMT	6,550	$3.3m0.38%	0.38%	Reduced -3.5k	-3,541 -35.1%
74	ISHARES TR RUS 2000 GRW ETF IWO	IWO	8,262	$3.3m0.37%	0.37%	Unchanged
75	PROCTER AND GAMBLE CO COM PG	PG	22,141	$3.2m0.37%	0.37%	Reduced -83	-83 -0.4%
76	UNITEDHEALTH GROUP INC COM UNH	UNH	7,750	$3.2m0.36%	0.36%	Reduced -287	-287 -3.6%
77	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	62,527	$3.2m0.36%	0.36%	Reduced -2.5k	-2,466 -3.8%
78	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,825	$2.8m0.32%	0.32%	Reduced -70	-70 -1.4%
79	PHILIP MORRIS INTL INC COM PM	PM	15,065	$2.7m0.31%	0.31%	Unchanged
80	ISHARES TR S&P 100 ETF OEF	OEF	6,931	$2.5m0.29%	0.29%	Added +1.1k	+1,130 19.5%
81	GENERAL MLS INC COM GIS	GIS	71,993	$2.5m0.28%	0.28%	Added +37.0k	+37,006 105.8%
82	ISHARES TR RUSSELL 2000 ETF IWM	IWM	8,307	$2.5m0.28%	0.28%	Reduced -21	-21 -0.2%
83	WHITE MTNS INS GROUP LTD COM WTM	WTM	1,176	$2.4m0.28%	0.28%	Unchanged
84	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	7,926	$2.4m0.28%	0.28%	Added +1.5k	+1,533 24.0%
85	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,397	$2.4m0.27%	0.27%	Reduced -5	-5 -0.1%
86	BEST BUY INC COM BBY	BBY	31,335	$2.4m0.27%	0.27%	Reduced -821	-821 -2.5%
87	MARVELL TECHNOLOGY INC COM MRVL	MRVL	7,838	$2.3m0.26%	0.26%	Reduced -594	-594 -7.0%
88	PORTLAND GEN ELEC CO COM NEW POR	POR	44,581	$2.3m0.26%	0.26%	New
89	ALLY FINL INC COM ALLY	ALLY	49,911	$2.3m0.26%	0.26%	Reduced -13.1k	-13,144 -20.9%
90	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	51,633	$2.2m0.25%	0.25%	Added +1.4k	+1,391 2.8%
91	ISHARES TR CORE S&P MCP ETF IJH	IJH	26,979	$2.1m0.24%	0.24%	Reduced -174	-174 -0.6%
92	HOST HOTELS & RESORTS INC COM HST	HST	85,140	$2.0m0.23%	0.23%	New
93	ISHARES TR RUS 1000 GRW ETF IWF	IWF	16,055	$2.0m0.23%	0.23%	Reduced -13	-13 -0.1%
94	META PLATFORMS INC CL A META	META	3,444	$1.9m0.22%	0.22%	Added +98	+98 2.9%
95	FORTINET INC COM FTNT	FTNT	12,584	$1.9m0.22%	0.22%	Added +963	+963 8.3%
96	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	963	$1.9m0.22%	0.22%	Reduced -45	-45 -4.5%
97	WATSCO INC COM WSO	WSO	4,563	$1.9m0.22%	0.22%	New
98	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	8,700	$1.7m0.19%	0.19%	Added +891	+891 11.4%
99	BANK NEW YORK MELLON CORP COM BNY	BNY	11,844	$1.7m0.19%	0.19%	Unchanged
100	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,584	$1.7m0.19%	0.19%	Added +173	+173 5.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COTERRA ENERGY INC CTRA	CTRA	339,533	$11.9m339.5k shares
CARNIVAL CORP		21,414	$554.2k21.4k shares
VANECK ETF TRUST ITM	ITM	11,148	$517.6k11.1k shares
MOLSON COORS BEVERAGE CO TAP	TAP	10,240	$440.9k10.2k shares
ISHARES TR SHV	SHV	3,423	$377.9k3.4k shares
CARMAX INC KMX	KMX	7,682	$319.4k7.7k shares
BOSTON SCIENTIFIC CORP BSX	BSX	5,045	$316.6k5.0k shares
NISOURCE INC NI	NI	4,601	$214.7k4.6k shares