1776 Wealth LLC Portfolio Holdings

1776 Wealth LLC

  • $249 Million
  • Q3 2025

1776 Wealth LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $249 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.6M, Palantir Technologies Inc. with a value of $25.1M, Amazon Com Inc with a value of $21.4M, Adobe Inc. with a value of $13.1M, and Nvidia Corp with a value of $11.3M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $233M to 249M.

Below you can find more details about 1776 Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $249 Million
Technology: $105 Million
ETFs: $45.7 Million
Consumer Cyclical: $40.2 Million
Financial Services: $24.6 Million
Communication Services: $7.73 Million
Healthcare: $5.69 Million
Industrials: $5.5 Million
Real Estate: $3.5 Million
Other: $5.53 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$31.6 Million 12.69% of portfolio
124,208
Q3 2025 Reduced 0.5%
$342B
$25.1 Million 10.08% of portfolio
137,691
Q3 2025 Reduced 2.05%
$2.39T
$21.4 Million 8.58% of portfolio
97,415
Q3 2025 Reduced 2.97%
$151B
$13.1 Million 5.24% of portfolio
37,046
Q3 2025 Added 7.37%
$465B
$11.3 Million 4.54% of portfolio
60,578
Q3 2025 Added 4.15%
$3.78T
$9.56 Million 3.84% of portfolio
18,456
Q3 2025 Reduced 6.59%
$1.29T
$9.27 Million 3.72% of portfolio
20,854
Q3 2025 Added 1.02%
$98.1B
$5.75 Million 2.31% of portfolio
33,640
Q3 2025 Added 2.15%
$170B
$4.79 Million 1.92% of portfolio
33,113
Q3 2025 Added 0.54%
$1.65T
$4.43 Million 1.78% of portfolio
18,235
Q3 2025 Reduced 15.2%
$265B
$3.73 Million 1.5% of portfolio
4,680
Q3 2024 Reduced 0.06%
$662B
$3.51 Million 1.41% of portfolio
6,977
Q3 2025 Reduced 0.48%
$533B
$2.69 Million 1.08% of portfolio
7,893
Q3 2025 Reduced 14.25%
$5.15B
$2.59 Million 1.04% of portfolio
40,697
Q3 2025 Added 2.54%
$140B
$2.43 Million 0.97% of portfolio
6,484
Q3 2025 Added 3.26%
$0
$1.85 Million 0.74% of portfolio
75,650
Q3 2025 Added 4.19%
$139B
$1.74 Million 0.7% of portfolio
5,270
Q3 2025 Added 70.05%
$1.37T
$1.69 Million 0.68% of portfolio
2,303
Q3 2025 Added 75.67%
$1.74T
$1.6 Million 0.64% of portfolio
6,585
Q2 2024 Added 1.15%
$971B
$1.56 Million 0.63% of portfolio
2,048
Q3 2025 Added 2.91%
$237B
$1.57 Million 0.63% of portfolio
6,610
Q3 2025 Reduced 0.69%
$70.2B
$1.39 Million 0.56% of portfolio
44,590
Q3 2025 Reduced 1.16%
$40.3B
$1.34 Million 0.54% of portfolio
3,977
Q1 2024 New
$19B
$1.31 Million 0.52% of portfolio
2,790
Q3 2025 Added 6.08%
$300B
$1.27 Million 0.51% of portfolio
3,688
Q3 2025 Added 51.15%
$881B
$1.13 Million 0.45% of portfolio
3,578
Q3 2025 Reduced 2.75%
$208M
$1.03 Million 0.41% of portfolio
72,458
Q3 2025 Added 4.78%
$37.3B
$990,000 0.4% of portfolio
3,220
Q3 2025 Reduced 23.7%
$45.5B
$998,000 0.4% of portfolio
5,775
Q3 2024 Reduced 12.53%
$367B
$937,000 0.38% of portfolio
2,313
Q3 2025 Reduced 29.63%
$512B
$861,000 0.35% of portfolio
1,514
Q3 2025 Added 170.84%
$37.6B
$857,000 0.34% of portfolio
12,740
Q1 2023 Added 100.0%
$55.9B
$811,000 0.33% of portfolio
850
Q2 2023 Reduced 10.53%
$51.8B
$819,000 0.33% of portfolio
3,600
Q2 2025 Reduced 19.59%
$123B
$745,000 0.3% of portfolio
2,640
Q3 2025 Reduced 2.65%
$404B
$738,000 0.3% of portfolio
798
Q3 2025 Reduced 43.76%
$143B
$733,000 0.29% of portfolio
21,870
Q1 2025 Reduced 0.91%
$197B
$689,000 0.28% of portfolio
3,369
Q3 2025 Reduced 18.92%
$593B
$707,000 0.28% of portfolio
2,517
Q3 2025 New
$388B
$677,000 0.27% of portfolio
4,185
Q3 2025 New
$0
$667,000 0.27% of portfolio
31,608
Q3 2025 Added 14.32%
$490B
$669,000 0.27% of portfolio
5,941
Q3 2025 Reduced 35.37%
$121B
$647,000 0.26% of portfolio
838
Q1 2023 Reduced 9.01%
$49.5B
$593,000 0.24% of portfolio
3,500
Q3 2025 Reduced 11.12%
$132B
$567,000 0.23% of portfolio
2,298
Q3 2025 New
$169B
$565,000 0.23% of portfolio
614
Q1 2023 New
$222B
$556,000 0.22% of portfolio
1,147
Q3 2025 Added 57.55%
$107B
$533,000 0.21% of portfolio
704
Q3 2025 New
$0
$532,000 0.21% of portfolio
40,011
Q3 2025 Reduced 25.18%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $249 Million
  • Prior Value $233 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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