1776 Wealth LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$254.3M

Reporting period: 2026-03-31 · Number of holdings: 146

1776 Wealth LLC disclosed 146 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $254.3M and a quarterly turnover rate of 14.9%.

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Personality snowflake

Concentration: 15.92
Portfolio Stability: 14.92
Momentum/Contrarian: 100
Sector conviction: 99.39
Diversification: 100
Sizing Uniformity: 77.99

Recent moves

Trim ADBE
-2.0%　-$4.1M
Trim PLTR
+6.5%　-$3.0M
Trim MSFT
+0.5%　-$2.1M
Trim AMZN
-0.3%　-$2.2M
Trim TSLA
0.0%　-$1.6M
Trim BX
+8.5%　-$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	12.42%	-0.29%	+0.22%
2	PLTR	Palantir Technologies Inc-a	Stock-Tech	8.45%	-0.78%	+6.52%
3	AMZN	Amazon.com INC	Stock-Consumer Disc	7.95%	-0.51%	-0.26%
4	NVDA	Nvidia CORP	Stock-Tech	4.36%	+0.06%	+3.72%
5	ADBE	Adobe INC	Stock-Tech	3.46%	-1.41%	-2.00%
6	BWIN	Baldwin Insurance Group Inc/	Stock-Other	3.10%	+3.10%	NEW
7	TSLA	Tesla INC	Stock-Consumer Disc	3.07%	-0.49%	—
8	MSFT	Microsoft CORP	Stock-Tech	2.73%	-0.66%	+0.53%
9	FTSM	First Trust Enh Short Mat Fd	ETF-Other	2.59%	+0.02%	-3.32%
10	FVD	First Trust Value Line Dvd	ETF-Other	2.50%	—	-0.08%
11	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.08%	-0.06%	+1.66%
12	TJX	Tjx Companies INC	Stock-Consumer Disc	2.08%	+0.17%	+0.00%
13	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.82%	+0.17%	+11.28%
14	BX	Blackstone INC	Stock-Financials	1.77%	-0.33%	+8.45%
15	GS	Goldman Sachs Group INC	Stock-Financials	1.56%	+0.01%	—
16	FSEP	Ft Vest U.s. Equity Buffer E	ETF-Other	1.45%	—	—
17	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.31%	-0.01%	—
18	FJAN	Ft Vest U.s. Equity Buffer E	ETF-Other	1.16%	—	+0.14%
19	FTCS	First Trust Capital Strength	ETF-Other	1.01%	—	-0.37%
20	FPEI	First Trust Institutional Pr	ETF-Other	0.93%	—	-0.30%
21	V	Visa Inc-class A Shares	Stock-Financials	0.93%	-0.11%	-0.36%
22	ETN	Eaton Corporation plc	Stock-Industrials	0.93%	+0.14%	—
23	KBH	Kb Home	Stock-Consumer Disc	0.82%	-0.04%	+0.01%
24	LLY	Eli Lilly & Co	Stock-Healthcare	0.82%	-0.03%	+8.08%
25	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.74%	-0.04%	—
26	XEVTX	Eaton Vance Tax-adv Dvd INC	Stock-Other	0.74%	—	—
27	EPD	Enterprise Products Partners	Stock-Energy	0.66%	+0.12%	+0.08%
28	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.64%	—	-0.12%
29	AVGO	Broadcom INC	Stock-Tech	0.64%	-0.05%	—
30	FDEC	Ft Vest U.s. Equity Buffer E	ETF-Other	0.63%	—	—
31	FDN	First Trust Dj Internet Ind	ETF-Other	0.61%	-0.08%	-3.88%
32	FMAY	Ft Vest US Equity Buffer ETF	ETF-Other	0.60%	—	-0.01%
33	FJUL	Ft Vest US Equity Buffer ETF	ETF-Other	0.58%	—	—
34	META	Meta Platforms Inc-class A	Stock-Comm Services	0.57%	—	+8.62%
35	FMAR	Ft Vest US Equity Buffer ETF	ETF-Other	0.56%	—	+6.68%
36	SNPS	Synopsys INC	Stock-Tech	0.56%	-0.09%	-1.36%
37	QMAR	Ft Vest Nasdaq-100 Buffer Et	ETF-Tech	0.54%	—	-0.87%
38	CRM	Salesforce INC	Stock-Tech	0.47%	-0.18%	-2.28%
39	AMAT	Applied Materials INC	Stock-Tech	0.44%	+0.12%	-0.75%
40	INTC	Intel CORP	Stock-Tech	0.44%	+0.09%	—
41	FAUG	Ft Vest U.s. Equity Buffer E	ETF-Other	0.42%	—	—
42	YDEC	Ft Vest International Equity	ETF-Other	0.42%	—	—
43	JPM	Jpmorgan Chase & Co	Stock-Financials	0.41%	—	+0.06%
44	DFP	Flaherty & Crumrine Dyn Pref	Stock-Other	0.41%	—	-0.18%
45	SKYY	First Trust Cloud Computing	ETF-Other	0.41%	-0.06%	-1.21%
46	FFEB	Ft Vest US Equity Buffer ETF	ETF-Other	0.40%	—	+6.50%
47	NREF	Nexpoint Real Estate Finance	Stock-Other	0.38%	—	—
48	DLR	Digital Realty Trust INC	Stock-Real Estate	0.38%	+0.06%	-1.55%
49	UNH	Unitedhealth Group INC	Stock-Healthcare	0.38%	-0.08%	-3.70%
50	XOM	Exxon Mobil CORP	Stock-Energy	0.37%	+0.10%	-5.86%

1–50 of 146

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	146	$254.3M	15	1AAPL 2PLTR 3AMZN Top holdings2026-03-31 1.AAPL 2.PLTR 3.AMZN 4.NVDA 5.ADBE 6.BWIN 7.TSLA 8.MSFT 9.FTSM 10.FVD
2025-12-31	141	$265.6M	8	1AAPL 2PLTR 3AMZN Top holdings2025-12-31 1.AAPL 2.PLTR 3.AMZN 4.ADBE 5.NVDA 6.TSLA 7.MSFT 8.FTSM 9.FVD 10.GOOGL
2025-09-30	140	$259.4M	30	1AAPL 2PLTR 3AMZN Top holdings2025-09-30 1.AAPL 2.PLTR 3.AMZN 4.ADBE 5.NVDA 6.MSFT 7.TSLA 8.FTSM 9.FVD 10.BX
2025-06-30	143	$242.8M	0	1AAPL 2AMZN 3PLTR Top holdings2025-06-30 1.AAPL 2.AMZN 3.PLTR 4.ADBE 5.MSFT 6.NVDA 7.FTSM 8.TSLA 9.FVD 10.BX
2025-03-31	139	$217.7M	100	1AAPL 2AMZN 3ADBE Top holdings2025-03-31 1.AAPL 2.AMZN 3.ADBE 4.PLTR 5.FTSM 6.MSFT 7.FVD 8.NVDA 9.TSLA 10.TJX
2024-12-31	140	$217.6M	0	1AMZN 2ADBE 3AAPL Top holdings2024-12-31 1.AMZN 2.ADBE 3.AAPL 4.PLTR 5.FTSM 6.MSFT 7.TSLA 8.NVDA 9.FVD 10.BX
2024-09-30	145	$223.4M	0	1AAPL 2AMZN 3ADBE Top holdings2024-09-30 1.AAPL 2.AMZN 3.ADBE 4.FTSM 5.MSFT 6.PLTR 7.FVD 8.NVDA 9.TSLA 10.TJX
2024-06-30	180	$222.2M	0	1AAPL 2AMZN 3ADBE Top holdings2024-06-30 1.AAPL 2.AMZN 3.ADBE 4.FTSM 5.MSFT 6.NVDA 7.FVD 8.PLTR 9.GOOGL 10.TJX
2024-03-31	164	$211.3M	0	1AAPL 2AMZN 3ADBE Top holdings2024-03-31 1.AAPL 2.AMZN 3.ADBE 4.FTSM 5.MSFT 6.FVD 7.ABT 8.PLTR 9.NVDA 10.45409F
2023-12-31	157	$201.7M	0	1AAPL 2ADBE 3AMZN Top holdings2023-12-31 1.AAPL 2.ADBE 3.AMZN 4.FTSM 5.MSFT 6.FVD 7.TSLA 8.45409F 9.PLTR 10.TJX
2023-09-30	146	$189.2M	0	1AAPL 2ADBE 3FTSM Top holdings2023-09-30 1.AAPL 2.ADBE 3.FTSM 4.AMZN 5.45409F 6.MSFT 7.CMSCX 8.FVD 9.PLTR 10.TSLA
2023-06-30	156	$189.9M	0	1AAPL 2ADBE 3FTSM Top holdings2023-06-30 1.AAPL 2.ADBE 3.FTSM 4.AMZN 5.45409F 6.MSFT 7.FVD 8.TSLA 9.PLTR 10.TJX
2023-03-31	162	$166.5M	0	1AAPL 2FTSM 3ADBE Top holdings2023-03-31 1.AAPL 2.FTSM 3.ADBE 4.AMZN 5.45409F 6.MSFT 7.FVD 8.TSLA 9.TJX 10.NAD
2022-12-31	158	$139.3M	0	1AAPL 2FTSM 3ADBE Top holdings2022-12-31 1.AAPL 2.FTSM 3.ADBE 4.AMZN 5.45409F 6.FVD 7.TJX 8.MSFT 9.NAD 10.FTCS
2022-09-30	147	$131.7M	0	1AAPL 2FTSM 3AMZN Top holdings2022-09-30 1.AAPL 2.FTSM 3.AMZN 4.ADBE 5.FVD 6.TSLA 7.NAD 8.MSFT 9.FPEI 10.FTCS
2022-06-30	157	$142.5M	0	1AAPL 2ADBE 3FTSM Top holdings2022-06-30 1.AAPL 2.ADBE 3.FTSM 4.AMZN 5.FVD 6.NAD 7.TSLA 8.MSFT 9.FTCS 10.FPEI
2022-03-31	128	$173.2M	0	1AAPL 2ADBE 3AMZN Top holdings2022-03-31 1.AAPL 2.ADBE 3.AMZN 4.FTSM 5.TSLA 6.FVD 7.NAD 8.PLTR 9.MSFT 10.FPEI
2021-12-31	124	$186.0M	0	1ADBE 2AAPL 3FTSM Top holdings2021-12-31 1.ADBE 2.AAPL 3.FTSM 4.AMZN 5.PLTR 6.NAD 7.FVD 8.TSLA 9.FPEI 10.DFP
2021-09-30	117	$175.5M	0	1ADBE 2FTSM 3AAPL Top holdings2021-09-30 1.ADBE 2.FTSM 3.AAPL 4.AMZN 5.PLTR 6.NAD 7.FPEI 8.FVD 9.DFP 10.FTCS
2021-06-30	117	$177.3M	100	1ADBE 2AAPL 3FTSM Top holdings2021-06-30 1.ADBE 2.AAPL 3.FTSM 4.AMZN 5.PLTR 6.FTCS 7.NAD 8.FVD 9.DFP 10.MSFT
2021-03-31	113	$158.7M	15	1ADBE 2FTSM 3AAPL Top holdings2021-03-31 1.ADBE 2.FTSM 3.AAPL 4.AMZN 5.PLTR 6.NAD 7.FTCS 8.FVD 9.DFP 10.INTC
2020-12-31	116	$159.8M	18	1ADBE 2AAPL 3FTSM Top holdings2020-12-31 1.ADBE 2.AAPL 3.FTSM 4.AMZN 5.NAD 6.FTCS 7.TSLA 8.FVD 9.DFP 10.MSFT
2020-09-30	112	$137.8M	24	1ADBE 2FTSM 3AAPL Top holdings2020-09-30 1.ADBE 2.FTSM 3.AAPL 4.AMZN 5.FTCS 6.NAD 7.FVD 8.DFP 9.MSFT 10.FPEI
2020-06-30	338	$145.7M	29	1ADBE 2FTSM 3AMZN Top holdings2020-06-30 1.ADBE 2.FTSM 3.AMZN 4.AAPL 5.FTCS 6.NAD 7.FVD 8.DFP 9.INTC 10.MSFT
2020-03-31	332	$119.1M	24	1FTSM 2ADBE 3AMZN Top holdings2020-03-31 1.FTSM 2.ADBE 3.AMZN 4.AAPL 5.FTCS 6.NAD 7.FVD 8.DFP 9.INTC 10.V
2019-12-31	343	$117.5M	—	1ADBE 2FTSM 3AAPL Top holdings2019-12-31 1.ADBE 2.FTSM 3.AAPL 4.AMZN 5.FTCS 6.NAD 7.FVD 8.INTC 9.DFP 10.XMLV

Holding changes this quarter

1776 Wealth LLC's most significant position changes for 2026-03-31: New buy: Baldwin Insurance Group Inc/ (BWIN); New buy: Ft Vest Rising Dividend Achi (RDVI); New buy: Ishares Core S&p 500 ETF (IVV); New buy: Apa CORP (APA); New buy: Marathon Petroleum CORP (MPC).

Position changes disclosed by 1776 Wealth LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+0.2%	+11.28%	Add
2	TJX	Tjx Companies INC	+0.2%	+0.00%	Add
3	ETN	Eaton Corporation plc	+0.1%	—	Unchanged
4	VRT	Vertiv Holdings Co-a	+0.1%	+1.55%	Add
5	AMAT	Applied Materials INC	+0.1%	-0.75%	Trim
6	EPD	Enterprise Products Partners	+0.1%	+0.08%	Add
7	XOM	Exxon Mobil CORP	+0.1%	-5.86%	Trim
8	EME	Emcor Group INC	+0.1%	+20.27%	Add
9	INTC	Intel CORP	+0.1%	—	Unchanged
10	NVDA	Nvidia CORP	+0.1%	+3.72%	Add
11	ASML	ASML Holding N.V.	+0.1%	—	Unchanged
12	DLR	Digital Realty Trust INC	+0.1%	-1.55%	Trim
13	FTSM	First Trust Enh Short Mat Fd	0%	-3.32%	Trim
14	GS	Goldman Sachs Group INC	0%	—	Unchanged
15	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
16	LLY	Eli Lilly & Co	0%	+8.08%	Add
17	KBH	Kb Home	0%	+0.01%	Add
18	GOOG	Alphabet Inc-cl C	0%	—	Unchanged
19	ISRG	Intuitive Surgical INC	0%	-3.19%	Trim
20	AVGO	Broadcom INC	-0.1%	—	Unchanged
21	GOOGL	Alphabet Inc-cl A	-0.1%	+1.66%	Add
22	SKYY	First Trust Cloud Computing	-0.1%	-1.21%	Trim
23	COIN	Coinbase Global INC -class A	-0.1%	+0.75%	Add
24	MNST	Monster Beverage CORP	-0.1%	-15.70%	Trim
25	IBIT	Ishares Bitcoin Trust ETF	-0.1%	—	Unchanged
26	INTU	Intuit INC	-0.1%	—	Unchanged
27	FDN	First Trust Dj Internet Ind	-0.1%	-3.88%	Trim
28	UNH	Unitedhealth Group INC	-0.1%	-3.70%	Trim
29	SNPS	Synopsys INC	-0.1%	-1.36%	Trim
30	V	Visa Inc-class A Shares	-0.1%	-0.36%	Trim
31	HUBS	Hubspot INC	-0.1%	+8.70%	Add
32	CRM	Salesforce INC	-0.2%	-2.28%	Trim
33	AAPL	Apple INC	-0.3%	+0.22%	Add
34	BX	Blackstone INC	-0.3%	+8.45%	Add
35	TSLA	Tesla INC	-0.5%	—	Unchanged
36	AMZN	Amazon.com INC	-0.5%	-0.26%	Trim
37	MSFT	Microsoft CORP	-0.7%	+0.53%	Add
38	PLTR	Palantir Technologies Inc-a	-0.8%	+6.52%	Add
39	ADBE	Adobe INC	-1.4%	-2.00%	Trim
40	BWIN	Baldwin Insurance Group Inc/	—	NEW	New buy
41	RDVI	Ft Vest Rising Dividend Achi	—	NEW	New buy
42	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
43	APA	Apa CORP	—	NEW	New buy
44	MPC	Marathon Petroleum CORP	—	NEW	New buy
45	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy
46	SLB	Slb LTD	—	NEW	New buy
47	ABT	Abbott Laboratories	—	EXIT	Sold out
48	CMG	Chipotle Mexican Grill INC	—	EXIT	Sold out
49	QCOM	Qualcomm INC	—	EXIT	Sold out
50	JNJ	Johnson & Johnson	—	NEW	New buy

FAQ

What is 1776 Wealth LLC and what type of investor is it?

1776 Wealth LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $254.3M, spread across 146 disclosed positions.

What are 1776 Wealth LLC's largest equity positions?

Based on the latest 13F filing, 1776 Wealth LLC's top holdings by market value are: 1. Apple INC (AAPL) — $31.6M (12.4%) 2. Palantir Technologies Inc-a (PLTR) — $21.5M (8.4%) 3. Amazon.com INC (AMZN) — $20.2M (8.0%) 4. Nvidia CORP (NVDA) — $11.1M (4.4%) 5. Adobe INC (ADBE) — $8.8M (3.5%)

What changes did 1776 Wealth LLC make in its most recent portfolio filing?

In the latest reported quarter, 1776 Wealth LLC made 40 notable position adjustments: 8 new positions were initiated, 15 existing holdings were added to, 14 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Baldwin Insurance Group Inc/ (BWIN); New buy: Ft Vest Rising Dividend Achi (RDVI); New buy: Ishares Core S&p 500 ETF (IVV); New buy: Apa CORP (APA); New buy: Marathon Petroleum CORP (MPC)

What sectors does 1776 Wealth LLC focus on?

1776 Wealth LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 52.1% • Consumer Discretionary: 20.7% • Financials: 10.8% • Communication Services: 4.8% • Industrials: 3.5% • Health Care: 3.1%