1858 Wealth Management, LLC Portfolio Holdings

1858 Wealth Management, LLC

  • $136 Billion
  • Q2 2025

1858 Wealth Management, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.27B, Nvidia Corp with a value of $6.16B, Apple Inc. with a value of $6.08B, Ishares Tr with a value of $5.81B, and Meta Platforms, Inc. with a value of $5.48B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $118B to 136B.

1858 Wealth Management, LLC is based out at Akron, OH

Below you can find more details about 1858 Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $136 Billion
Technology: $41.8 Billion
Industrials: $20.1 Billion
ETFs: $17.6 Billion
Financial Services: $15.1 Billion
Communication Services: $12.5 Billion
Healthcare: $8.1 Billion
Consumer Cyclical: $6.35 Billion
Consumer Defensive: $1.94 Billion
Other: $2.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$8.27 Billion 6.1% of portfolio
16,629
Q2 2025 Added 1.64%
$455B
$6.16 Billion 4.54% of portfolio
38,999
Q2 2025 Added 0.47%
$3.69T
$6.08 Billion 4.48% of portfolio
29,618
Q2 2025 Reduced 1.51%
$0
$5.81 Billion 4.29% of portfolio
52,638
Q2 2025 New
$1.71T
$5.48 Billion 4.04% of portfolio
7,422
Q2 2025 Added 8.6%
Ge Vernova Inc
-
$5.05 Billion 3.72% of portfolio
-
Q2 2025 Added 4.01%
$101B
$5.04 Billion 3.72% of portfolio
18,300
Q4 2023 New
$2.27T
$4.2 Billion 3.1% of portfolio
19,130
Q2 2025 Added 5.98%
$41.8B
$4 Billion 2.95% of portfolio
22,086
Q2 2025 Reduced 0.72%
$32.7B
$3.43 Billion 2.53% of portfolio
26,731
Q2 2025 Added 2.32%
$50B
$3.32 Billion 2.45% of portfolio
16,217
Q2 2025 Reduced 0.01%
$0
$3.06 Billion 2.26% of portfolio
60,867
Q2 2025 New
$606B
$2.92 Billion 2.15% of portfolio
6,003
Q2 2025 Reduced 2.99%
$177B
$2.92 Billion 2.15% of portfolio
31,247
Q2 2025 Reduced 6.38%
$295B
$2.42 Billion 1.78% of portfolio
34,876
Q2 2025 Added 3.02%
$300B
$2.35 Billion 1.73% of portfolio
9,123
Q2 2025 Reduced 3.26%
$0
$2.28 Billion 1.68% of portfolio
60,000
Q4 2023 New
$176B
$2.25 Billion 1.66% of portfolio
2,186
Q2 2025 Added 3.65%
$539B
$2.23 Billion 1.64% of portfolio
1,662
Q2 2025 Reduced 5.14%
$1.23T
$2.23 Billion 1.64% of portfolio
12,556
Q2 2025 Reduced 18.98%
$0
$2.02 Billion 1.49% of portfolio
14,554
Q2 2025 Added 15.22%
$166B
$1.96 Billion 1.45% of portfolio
3,614
Q2 2025 Added 2.79%
$127B
$1.74 Billion 1.29% of portfolio
5,651
Q2 2025 Reduced 5.04%
$43.8B
$1.65 Billion 1.22% of portfolio
120,062
Q2 2025 Added 182.57%
$220B
$1.45 Billion 1.07% of portfolio
3,741
Q2 2025 Reduced 0.27%
$124B
$1.35 Billion 1.0% of portfolio
4,915
Q2 2025 Reduced 7.18%
$137B
$1.32 Billion 0.98% of portfolio
6,316
Q2 2025 New
$367B
$1.33 Billion 0.98% of portfolio
9,776
Q2 2025 New
$551B
$1.28 Billion 0.95% of portfolio
3,609
Q2 2025 Added 7.7%
$228B
$1.17 Billion 0.86% of portfolio
8,029
Q2 2025 Reduced 0.5%
$24.1B
$1.15 Billion 0.85% of portfolio
7,311
Q2 2025 Added 3.64%
$55.2B
$1.12 Billion 0.82% of portfolio
15,253
Q2 2025 Added 0.07%
$94.1B
$1.1 Billion 0.81% of portfolio
2,463
Q2 2025 Reduced 13.21%
$594B
$1.09 Billion 0.8% of portfolio
1,397
Q2 2025 Added 9.31%
$0
$1.08 Billion 0.8% of portfolio
19,283
Q2 2025 Added 5.21%
$159B
$1.07 Billion 0.79% of portfolio
2,778
Q2 2025 Added 21.74%
$0
$1.02 Billion 0.75% of portfolio
18,500
Q2 2025 Reduced 1.6%
-
$972 Million 0.72% of portfolio
-
Q2 2025 Added 1.79%
$86.2B
$950 Million 0.7% of portfolio
3,256
Q2 2025 Added 0.99%
$847B
$947 Million 0.7% of portfolio
3,265
Q2 2025 Reduced 4.14%
$0
$924 Million 0.68% of portfolio
15,475
Q2 2025 Added 0.72%
$235B
$874 Million 0.64% of portfolio
6,427
Q1 2025 Reduced 0.03%
$1.17T
$655 Million 0.48% of portfolio
3,715
Q2 2025 Added 31.92%
$145B
$649 Million 0.48% of portfolio
1,817
Q1 2025 Added 0.5%
$148B
$632 Million 0.47% of portfolio
5,882
Q2 2025 Reduced 4.31%
$350B
$631 Million 0.47% of portfolio
3,402
Q2 2025 Reduced 8.28%
$61.4B
$581 Million 0.43% of portfolio
2,595
Q2 2025 Added 16.32%
$94.7B
$584 Million 0.43% of portfolio
1,140
Q2 2025 Added 12.2%
$397B
$574 Million 0.42% of portfolio
1,566
Q2 2025 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $136 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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