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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$25.6 Million 10.99% of portfolio
124,835
Q2 2025 Reduced 0.02%
$2.26T
$22 Million 9.45% of portfolio
100,399
Q2 2025 Reduced 0.77%
$367B
$19.2 Million 8.22% of portfolio
140,569
Q2 2025 Added 4.36%
$157B
$13.3 Million 5.73% of portfolio
34,504
Q2 2025 Added 1.68%
$3.95T
$9.83 Million 4.22% of portfolio
19,759
Q2 2025 Added 2.06%
$456B
$9.19 Million 3.94% of portfolio
58,163
Q2 2025 Added 7.2%
$0
$9.12 Million 3.91% of portfolio
152,278
Q2 2025 Reduced 16.93%
$1.08T
$6.56 Million 2.81% of portfolio
20,644
Q2 2025 Added 7.63%
$0
$6.04 Million 2.59% of portfolio
135,153
Q2 2025 Added 1.97%
$123B
$4.93 Million 2.11% of portfolio
32,933
Q2 2025 Added 22.19%
$155B
$4.07 Million 1.75% of portfolio
32,936
Q2 2025 Reduced 0.34%
$0
$3.96 Million 1.7% of portfolio
6,975
Q2 2025 Added 5.87%
$1.21T
$3.79 Million 1.63% of portfolio
21,503
Q2 2025 Added 1.3%
$0
$3.52 Million 1.51% of portfolio
73,408
Q3 2024 Added 1.55%
$621B
$3.41 Million 1.46% of portfolio
7,011
Q1 2025 Added 10.41%
$254B
$3.31 Million 1.42% of portfolio
4,680
Q3 2024 Reduced 0.06%
$0
$2.68 Million 1.15% of portfolio
29,495
Q2 2025 Reduced 0.18%
$0
$2.51 Million 1.08% of portfolio
132,378
Q2 2025 Reduced 12.88%
$145B
$2.24 Million 0.96% of portfolio
6,279
Q2 2025 Added 13.87%
$5.25B
$2.1 Million 0.9% of portfolio
39,690
Q2 2025 Added 10.91%
$95.7B
$1.95 Million 0.84% of portfolio
3,810
Q2 2025 Reduced 1.8%
$0
$1.94 Million 0.83% of portfolio
7,218
Q2 2025 Added 1.13%
$232B
$1.82 Million 0.78% of portfolio
6,656
Q2 2025 Added 0.24%
$0
$1.75 Million 0.75% of portfolio
72,608
Q2 2025 Reduced 0.82%
$0
$1.58 Million 0.68% of portfolio
30,626
Q1 2025 Reduced 7.72%
$0
$1.57 Million 0.68% of portfolio
5,182
Q2 2025 Reduced 1.24%
$608B
$1.55 Million 0.67% of portfolio
1,990
Q2 2025 Reduced 1.24%
$20.3B
$1.46 Million 0.63% of portfolio
2,630
Q2 2025 Added 40.49%
$0
$1.44 Million 0.62% of portfolio
28,757
Q2 2023 New
$439B
$1.4 Million 0.6% of portfolio
1,419
Q2 2025 Reduced 3.01%
$68.2B
$1.4 Million 0.6% of portfolio
45,113
Q2 2025 Reduced 0.33%
$45.7B
$1.39 Million 0.6% of portfolio
3,977
Q1 2024 New
$0
$1.29 Million 0.55% of portfolio
10,599
Q2 2025 Added 0.05%
$0
$1.24 Million 0.53% of portfolio
27,765
Q2 2025 Reduced 0.32%
$405B
$1.21 Million 0.52% of portfolio
3,287
Q2 2025 Reduced 1.88%
$1.24T
$1.17 Million 0.5% of portfolio
6,585
Q2 2024 Added 1.15%
$147B
$1.13 Million 0.49% of portfolio
10,532
Q2 2025 Reduced 6.48%
$0
$1.09 Million 0.47% of portfolio
23,257
Q1 2025 Added 7.89%
$38.8B
$1.1 Million 0.47% of portfolio
4,220
Q2 2025 Reduced 18.38%
$859B
$1.07 Million 0.46% of portfolio
3,679
Q2 2025 Added 0.68%
$48.7B
$1.01 Million 0.43% of portfolio
5,775
Q3 2024 Reduced 12.53%
$442B
$991,000 0.43% of portfolio
9,193
Q4 2024 New
$0
$1 Million 0.43% of portfolio
32,386
Q2 2025 Added 1.87%
$219M
$953,000 0.41% of portfolio
69,154
Q2 2025 Added 11.65%
$1.78T
$967,000 0.41% of portfolio
1,311
Q2 2025 Added 12.34%
$0
$912,000 0.39% of portfolio
18,620
Q2 2023 Reduced 1.4%
$127B
$854,000 0.37% of portfolio
3,099
Q2 2025 Added 3.33%
$52.5B
$829,000 0.36% of portfolio
4,052
Q2 2025 Reduced 3.71%
$57.8B
$786,000 0.34% of portfolio
3,600
Q2 2025 Reduced 19.59%

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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