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CIK: 0001803140
Total reported value
$283.7M
$283.7M
146 檔
32.8%
As reported in its official Q1 2026 Form 13F filing, 1776 Wealth LLC's tracked investment portfolio stood at $283.7M with 146 total positions.
1776 Wealth LLC executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 3 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PLTR, AMZN) accounted for 32.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.42% | +0.19% | +0.22% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 8.45% | -2.34% | +6.52% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.95% | +0.16% | -0.26% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.36% | +0.21% | +3.72% | |
| 5 | ADBE | Adobe Inc | Stock-Tech | 3.46% | -0.84% | -2.00% | |
| 6 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 3.10% | +1.93% | — | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.07% | +0.05% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.21% | +0.53% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.59% | -0.57% | -3.32% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-Other | 2.50% | -0.31% | -0.08% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.20% | +1.66% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.08% | -0.32% | +0.00% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | — | +11.28% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.77% | -0.15% | +8.45% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.56% | +0.11% | — | |
| 16 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.45% | -0.02% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | -0.08% | — | |
| 18 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.16% | -0.02% | +0.14% | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 1.01% | -0.10% | -0.37% | |
| 20 | FPEI | First Trust Institutional Pr | ETF-Other | 0.93% | -0.08% | -0.30% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.04% | -0.36% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.04% | — | |
| 23 | KBH | Kb Home | Stock-Consumer Disc | 0.82% | +0.04% | +0.01% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.13% | +8.08% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.08% | — | |
| 26 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 0.74% | — | — | |
| 27 | EPD | Enterprise Products Partners | Stock-Energy | 0.66% | -0.08% | +0.08% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.04% | -0.12% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.13% | — | |
| 30 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.63% | -0.01% | — | |
| 31 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.61% | — | -3.88% | |
| 32 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.60% | +0.03% | -0.01% | |
| 33 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.58% | -0.09% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.03% | +8.62% | |
| 35 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.56% | -0.04% | +6.68% | |
| 36 | SNPS | Synopsys Inc | Stock-Tech | 0.56% | — | -1.36% | |
| 37 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.54% | -0.01% | -0.87% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.11% | -2.28% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.38% | -0.75% | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.44% | +0.81% | — | |
| 41 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.42% | -0.01% | — | |
| 42 | YDEC | Ft Vest International Equity | ETF-Other | 0.42% | -0.03% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | +0.06% | |
| 44 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.41% | -0.03% | -0.18% | |
| 45 | SKYY | First Trust Cloud Computing | ETF-Other | 0.41% | +0.04% | -1.21% | |
| 46 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.40% | -0.01% | +6.50% | |
| 47 | NREF | Nexpoint Real Estate Finance | Stock-Other | 0.38% | +0.02% | — | |
| 48 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.38% | -0.04% | -1.55% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.14% | -3.70% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.11% | -5.86% |
According to official SEC Form 13F filings, 1776 Wealth LLC reported a total U.S. public equity portfolio value of $283.7M across 146 disclosed positions in Q1 2026.
During Q1 2026, 1776 Wealth LLC's top holdings by market value included AAPL (12.4%)、PLTR (8.4%)、AMZN (8.0%). The largest single position, AAPL, represented 12.4% of total portfolio value.
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Top New Position Initiated
BWIN
市值: $7.9M
Top Position Liquidated / Trimmed
ABT
前期市值: $237.7K
In Q1 2026, 1776 Wealth LLC made 63 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 27 holdings, and fully liquidating 3 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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