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 Market Cap. of $200 Billions or more

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%
$1.73T
$5.48 Billion 4.04% of portfolio
7,422
Q2 2025 Added 8.6%
$2.27T
$4.2 Billion 3.1% of portfolio
19,130
Q2 2025 Added 5.98%
$606B
$2.92 Billion 2.15% of portfolio
6,003
Q2 2025 Reduced 2.99%
$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%
$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%
$220B
$1.45 Billion 1.07% of portfolio
3,741
Q2 2025 Reduced 0.27%
$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%
$594B
$1.09 Billion 0.8% of portfolio
1,397
Q2 2025 Added 9.31%
$847B
$947 Million 0.7% of portfolio
3,265
Q2 2025 Reduced 4.14%
$1.2T
$655 Million 0.48% of portfolio
3,715
Q2 2025 Added 31.92%
$350B
$631 Million 0.47% of portfolio
3,402
Q2 2025 Reduced 8.28%
$397B
$574 Million 0.42% of portfolio
1,566
Q2 2025 Added 0.06%
$305B
$558 Million 0.41% of portfolio
2,344
Q2 2025 Added 6.5%
$204B
$542 Million 0.4% of portfolio
6,841
Q2 2025 Reduced 19.44%
$205B
$542 Million 0.4% of portfolio
4,374
Q2 2025 New
$222B
$542 Million 0.4% of portfolio
1,699
Q2 2025 Added 1.55%
$279B
$519 Million 0.38% of portfolio
3,657
Q2 2025 Added 4.79%
$304B
$508 Million 0.37% of portfolio
7,182
Q1 2025 Reduced 0.07%
$364B
$412 Million 0.3% of portfolio
2,587
Q2 2025 Reduced 2.63%
$674B
$334 Million 0.25% of portfolio
1,527
Q2 2025 Reduced 21.81%
$369B
$304 Million 0.22% of portfolio
6,426
Q2 2025 Added 4.71%
$225B
$269 Million 0.2% of portfolio
920
Q2 2025 Reduced 1.81%
$445B
$269 Million 0.2% of portfolio
2,496
Q2 2025 Reduced 19.2%
$453B
$206 Million 0.15% of portfolio
1,347
Q2 2025 Reduced 8.92%

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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