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
$0
$566 Million 0.42% of portfolio
41,343
Q2 2025 New
$314B
$558 Million 0.41% of portfolio
2,344
Q2 2025 Added 6.5%
$36.7B
$561 Million 0.41% of portfolio
4,577
Q2 2025 Added 53.9%
$203B
$542 Million 0.4% of portfolio
6,841
Q2 2025 Reduced 19.44%
$207B
$542 Million 0.4% of portfolio
4,374
Q2 2025 New
$227B
$542 Million 0.4% of portfolio
1,699
Q2 2025 Added 1.55%
$97B
$530 Million 0.39% of portfolio
1,719
Q4 2024 Reduced 1.94%
$95.3B
$532 Million 0.39% of portfolio
2,407
Q2 2025 Added 4.47%
$282B
$519 Million 0.38% of portfolio
3,657
Q2 2025 Added 4.79%
$94.6B
$498 Million 0.37% of portfolio
2,021
Q2 2025 Added 30.72%
Lam Research Corp
-
$500 Million 0.37% of portfolio
-
Q2 2025 Added 52.39%
$306B
$508 Million 0.37% of portfolio
7,182
Q1 2025 Reduced 0.07%
$29B
$461 Million 0.34% of portfolio
11,213
Q1 2025 Reduced 0.07%
$141B
$439 Million 0.32% of portfolio
6,330
Q2 2025 Added 16.02%
$368B
$412 Million 0.3% of portfolio
2,587
Q2 2025 Reduced 2.63%
$40.5B
$393 Million 0.29% of portfolio
1,616
Q2 2025 Reduced 1.52%
$26.8B
$337 Million 0.25% of portfolio
3,835
Q2 2025 Added 2.54%
$173B
$341 Million 0.25% of portfolio
2,139
Q2 2025 Reduced 18.05%
$48.5B
$343 Million 0.25% of portfolio
330
Q1 2025 Reduced 29.79%
$69.2B
$338 Million 0.25% of portfolio
2,825
Q2 2025 Reduced 68.35%
$684B
$334 Million 0.25% of portfolio
1,527
Q2 2025 Reduced 21.81%
$2.96B
$339 Million 0.25% of portfolio
14,070
Q2 2025 Added 11.62%
-
$321 Million 0.24% of portfolio
-
Q1 2025 New
$14.2B
$327 Million 0.24% of portfolio
7,380
Q3 2024 New
$177B
$329 Million 0.24% of portfolio
1,584
Q1 2025 New
$70.1B
$328 Million 0.24% of portfolio
2,101
Q2 2025 Reduced 6.04%
$0
$307 Million 0.23% of portfolio
7,220
Q4 2024 New
$28.1B
$299 Million 0.22% of portfolio
2,837
Q2 2025 Reduced 2.81%
$12.5B
$292 Million 0.22% of portfolio
1,473
Q2 2025 Added 0.75%
$93.6B
$303 Million 0.22% of portfolio
595
Q1 2025 New
$381B
$304 Million 0.22% of portfolio
6,426
Q2 2025 Added 4.71%
$75.1B
$282 Million 0.21% of portfolio
1,516
Q2 2025 Reduced 27.78%
$73.5B
$283 Million 0.21% of portfolio
2,680
Q2 2025 Reduced 5.83%
$29.2B
$282 Million 0.21% of portfolio
5,450
Q1 2025 Added 15.96%
$0
$284 Million 0.21% of portfolio
2,295
Q4 2023 New
$99B
$287 Million 0.21% of portfolio
6,200
Q2 2025 Reduced 3.44%
$222B
$269 Million 0.2% of portfolio
920
Q2 2025 Reduced 1.81%
$182B
$266 Million 0.2% of portfolio
504
Q2 2025 Added 24.75%
$0
$273 Million 0.2% of portfolio
6,270
Q4 2024 Reduced 56.7%
$40.8B
$265 Million 0.2% of portfolio
852
Q2 2025 Reduced 8.97%
$0
$278 Million 0.2% of portfolio
2,756
Q2 2025 Reduced 17.95%
$442B
$269 Million 0.2% of portfolio
2,496
Q2 2025 Reduced 19.2%
$65.4B
$261 Million 0.19% of portfolio
2,471
Q1 2025 Added 15.25%
$52.6B
$261 Million 0.19% of portfolio
3,635
Q2 2025 Reduced 2.26%
Linde PLC
-
$251 Million 0.19% of portfolio
-
Q2 2025 Reduced 6.62%
Blackrock Inc
-
$254 Million 0.19% of portfolio
-
Q4 2024 New
$48.2B
$252 Million 0.19% of portfolio
1,351
Q4 2023 New
$61.9B
$257 Million 0.19% of portfolio
2,430
Q2 2025 New
$78.6B
$254 Million 0.19% of portfolio
1,902
Q4 2024 Reduced 2.56%

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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