1776 Wealth LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $233 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6M, Amazon Com Inc with a value of $22M, Palantir Technologies Inc. with a value of $19.2M, Adobe Inc. with a value of $13.3M, and Microsoft Corp with a value of $9.83M.
Examining the 13F form we can see an increase of $23.6M in the current position value, from $209M to 233M.
Below you can find more details about 1776 Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$233 Million
Technology: $89.6 Million
ETFs: $48 Million
Consumer Cyclical: $37.1 Million
Financial Services: $23.6 Million
Healthcare: $6.55 Million
Communication Services: $5.92 Million
Industrials: $5.32 Million
Energy: $3.52 Million
Other: $7.95 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions