1776 Wealth LLC Portfolio Holdings

1776 Wealth LLC

  • $233 Million
  • Q2 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.75 Million 0.75% of portfolio
72,608
Q2 2025 Reduced 0.82%
$0
$590,000 0.25% of portfolio
53,478
Q2 2025 Reduced 1.7%
$0
$578,000 0.25% of portfolio
27,648
Q2 2025 Added 6.44%
$0
$484,000 0.21% of portfolio
32,199
Q2 2025 Added 0.46%
$0
$348,000 0.15% of portfolio
28,946
Q2 2025 Reduced 1.65%
$0
$270,000 0.12% of portfolio
21,956
Q1 2024 New
$0
$165,000 0.07% of portfolio
13,144
Q1 2024 New
$0
$124,000 0.05% of portfolio
10,000
Q4 2024 Added 900.0%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $233 Million
  • Prior Value $209 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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