StockDriftsStockDriftsTop 50 1858 Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.08% | 16.7K | $8.7M | +0.55%(+91) | $363.45(+31.55%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.14% | 39.2K | $7.3M | +0.63%(+246) | $52.64(+251.54%) | 2025-09-30 | |
| AAPL | APPLE INC | 5.07% | 28.3K | $7.2M | -4.32%(-1.28K) | $186.95(+38.56%) | 2025-09-30 | |
| IEF | ISHARES TR | 3.86% | 57.0K | $5.5M | new | $95.73(+0.48%) | 2025-09-30 | |
| META | META PLATFORMS INC | 3.56% | 6.9K | $5.1M | -6.91%(-513) | $350.61(+84.27%) | 2025-09-30 | |
| CME | CME GROUP INC | 3.47% | 18.3K | $4.9M | 0.00%(+0) | $212.91(+25.23%) | 2025-09-30 | |
| GEV | GE VERNOVA INC | 3.1% | 7.2K | $4.4M | -24.74%(-2.36K) | $164.51(+281.97%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 2.8% | 18.2K | $4.0M | -4.99%(-955) | $154.95(+58.95%) | 2025-09-30 | |
| AME | AMETEK INC | 2.79% | 21.2K | $4.0M | -4.14%(-915) | $151.69(+38.47%) | 2025-09-30 | |
| GRNY | TIDAL TRUST I | 2.72% | 154.9K | $3.9M | new | $23.59(+8.29%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +46.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +48.62% |
1858 Wealth Management, Llc reports $142.43M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.1%), NVDA (5.1%) and AAPL (5.1%). The top 20 holdings account for 58.83% of reported assets. Its disclosed equity book has returned +46.34% cumulatively over 7 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track 1858 Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from 1858 Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011812). View 1858 Wealth Management, Llc’s 13F filings on SEC