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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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