SEC Form 13F · Q1 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC

Institutional Holdings Report

13F-HROH
$7.8B
Portfolio Value
1,285
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
BARTLETT & CO. WEALTH MANAGEMENT LLC
CIK
2010186
Accession No.
0002010186-26-000002
Location
CINCINNATI, OH
Form Type
13F-HR
Portfolio Value
$7.8B
Holdings Reported
1,285
Reporting Period
Q1 2026
Filed
May 6, 2026

About this Filing

BARTLETT & CO. WEALTH MANAGEMENT LLC is an institutional investment manager based in CINCINNATI, OH reporting approximately $7.8B in 13(f) securities across 1,285 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.