Top 50 1776 Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 12.61% | 123.7K | $35.8M | -0.63%(-782) | $81.98(+274.07%) | 2026-06-30 | |
| AMZN | AMAZON COM INCORPORATED | 8.11% | 96.6K | $23.0M | -0.50%(-484) | $104.07(+164.20%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 6.11% | 148.6K | $17.3M | +1.13%(+1.67K) | $35.78(+393.86%) | 2026-06-30 | |
| BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | 5.03% | 537.4K | $14.3M | +49.62%(+178.22K) | $23.42(+23.32%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.57% | 64.9K | $13.0M | +2.25%(+1.43K) | $52.15(+322.74%) | 2026-06-30 | |
| TSLA | TESLA INCORPORATED | 3.12% | 21.0K | $8.8M | +0.00%(+0) | $182.55(+81.78%) | 2026-06-30 | |
| ADBE | ADOBE INCORPORATED | 2.62% | 36.2K | $7.4M | +0.10%(+35) | $316.84(-14.87%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 2.52% | 19.1K | $7.1M | +2.21%(+414) | $249.93(+101.16%) | 2026-06-30 | |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 2.28% | 18.1K | $6.5M | -1.75%(-322) | $86.23(+307.61%) | 2026-06-30 | |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 2.19% | 129.2K | $6.2M | -4.34%(-5.86K) | $36.33(+39.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.08% | +60.50% | +7.52% | +43.68% |
| Top 20 Holdings Unweighted | +21.27% | +78.37% | +11.43% | +71.82% |
1776 Wealth LLC reports $283.73M in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (12.6%), AMZN (8.1%) and PLTR (6.1%). The top 20 holdings account for 64.07% of reported assets. Its disclosed equity book has returned +60.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 1776 Wealth LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803140). View 1776 Wealth LLCโs 13F filings on SEC