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CIK: 0001803140
Total reported value
$283.7M
$283.7M
143 檔
31.7%
According to the latest 13F quarterly dataset, 1776 Wealth LLC managed an equity portfolio of $283.7M at the end of Q2 2025, spanning 143 distinct U.S. exchange-listed positions.
During Q2 2025, 1776 Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.55% | +0.19% | -0.02% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.07% | +0.16% | -0.77% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.89% | -2.34% | +4.36% | |
| 4 | ADBE | Adobe Inc | Stock-Tech | 5.50% | -0.84% | +1.68% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.05% | -0.21% | +2.06% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.78% | +0.21% | +7.20% | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.75% | -0.57% | -16.93% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.70% | +0.05% | +7.63% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-Other | 2.49% | -0.31% | +1.97% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 2.03% | -0.15% | +22.19% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.68% | -0.32% | -0.34% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | — | +5.87% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.20% | +1.30% | |
| 14 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.45% | -0.02% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.08% | — | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.36% | +0.11% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | +0.04% | -1.51% | |
| 18 | FTCS | First Trust Capital Strength | ETF-Other | 1.10% | -0.10% | -0.18% | |
| 19 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.10% | -0.02% | +0.56% | |
| 20 | FPEI | First Trust Institutional Pr | ETF-Other | 1.04% | -0.08% | -12.88% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 0.92% | +0.04% | +13.87% | |
| 22 | KBH | Kb Home | Stock-Consumer Disc | 0.87% | +0.04% | +10.91% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 0.80% | — | -1.80% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.80% | — | +1.13% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.11% | +0.24% | |
| 26 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.72% | — | -0.82% | |
| 27 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.65% | -0.09% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.04% | -1.24% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.13% | -1.24% | |
| 30 | HUBS | Hubspot Inc | Stock-Tech | 0.60% | -0.11% | +40.49% | |
| 31 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.59% | +0.03% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.05% | -3.01% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.58% | -0.08% | -0.33% | |
| 34 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.57% | -0.07% | — | |
| 35 | SKYY | First Trust Cloud Computing | ETF-Other | 0.53% | +0.04% | +0.05% | |
| 36 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.51% | -0.04% | -0.32% | |
| 37 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.51% | -0.03% | -1.55% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | -1.88% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.08% | — | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.47% | — | -6.48% | |
| 41 | VMC | Vulcan Materials Co | Stock-Materials | 0.45% | -0.01% | -18.38% | |
| 42 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.45% | -0.01% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | +0.68% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.41% | -0.04% | — | |
| 45 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.41% | -0.01% | +1.87% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.11% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.03% | +12.34% | |
| 48 | NREF | Nexpoint Real Estate Finance | Stock-Other | 0.39% | +0.02% | +11.65% | |
| 49 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.38% | -0.01% | — | |
| 50 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.38% | -0.01% | — |
According to official SEC Form 13F filings, 1776 Wealth LLC reported a total U.S. public equity portfolio value of $283.7M across 143 disclosed positions in Q2 2025.
During Q2 2025, 1776 Wealth LLC's top holdings by market value included AAPL (10.6%)、AMZN (9.1%)、PLTR (7.9%). The largest single position, AAPL, represented 10.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, PLTR) accounted for 31.7% of total reported equity market value during Q2 2025.
In Q2 2025, 1776 Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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