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1776 Wealth LLC

Portfolio Manager
1776 Wealth LLC
Performance
-11.09% (2026 Q1)
AUM (13F)
$254.32M
# of Holdings
146
Performance Rank
Allocation (Top 20)
65.8%

1776 Wealth LLC Holdings Map

Top 50 1776 Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INCORPORATED
12.42%124.5K$31.6M
+0.22%(+274)
2025-Q1: 124.9K shares2025-Q2: 124.8K shares2025-Q3: 124.2K shares2025-Q4: 124.2K shares2026-Q1: 124.5K shares
$81.98(+276.47%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
8.45%146.9K$21.5M
+6.52%(+8.99K)
2025-Q1: 134.7K shares2025-Q2: 140.6K shares2025-Q3: 137.7K shares2025-Q4: 137.9K shares2026-Q1: 146.9K shares
$34.74(+272.17%)
2026-03-31
AMZN
AMAZON COM INCORPORATED
7.95%97.1K$20.2M
-0.26%(-250)
2025-Q1: 101.2K shares2025-Q2: 100.4K shares2025-Q3: 97.4K shares2025-Q4: 97.3K shares2026-Q1: 97.1K shares
$104.07(+133.18%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.36%63.5K$11.1M
+3.72%(+2.28K)
2025-Q1: 54.3K shares2025-Q2: 58.2K shares2025-Q3: 60.6K shares2025-Q4: 61.2K shares2026-Q1: 63.5K shares
$49.22(+295.87%)
2026-03-31
ADBE
ADOBE INCORPORATED
3.46%36.2K$8.8M
-2.00%(-738)
2025-Q1: 33.9K shares2025-Q2: 34.5K shares2025-Q3: 37.0K shares2025-Q4: 36.9K shares2026-Q1: 36.2K shares
$316.93(-30.67%)
2026-03-31
BWIN
THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A
3.1%359.2K$7.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 359.2K shares
$22.99(+23.60%)
2026-03-31
TSLA
TESLA INCORPORATED
3.07%21.0K$7.8M
+0.00%(+0)
2025-Q1: 19.2K shares2025-Q2: 20.6K shares2025-Q3: 20.9K shares2025-Q4: 21.0K shares2026-Q1: 21.0K shares
$182.55(+115.53%)
2026-03-31
MSFT
MICROSOFT CORPORATION
2.73%18.7K$6.9M
+0.53%(+99)
2025-Q1: 19.4K shares2025-Q2: 19.8K shares2025-Q3: 18.5K shares2025-Q4: 18.6K shares2026-Q1: 18.7K shares
$247.36(+57.86%)
2026-03-31
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
2.59%110.0K$6.6M
-3.32%(-3.78K)
2025-Q1: 183.3K shares2025-Q2: 152.3K shares2025-Q3: 116.0K shares2025-Q4: 113.8K shares2026-Q1: 110.0K shares
$59.76(+0.03%)
2026-03-31
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
2.5%135.0K$6.3M
-0.08%(-113)
2025-Q1: 132.5K shares2025-Q2: 135.2K shares2025-Q3: 135.1K shares2025-Q4: 135.1K shares2026-Q1: 135.0K shares
$36.33(+35.95%)
2026-03-31

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