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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$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%
$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%
$512B
$861,000 0.35% of portfolio
1,514
Q3 2025 Added 170.84%
$404B
$738,000 0.3% of portfolio
798
Q3 2025 Reduced 43.76%
$593B
$707,000 0.28% of portfolio
2,517
Q3 2025 New
$388B
$677,000 0.27% of portfolio
4,185
Q3 2025 New
$490B
$669,000 0.27% of portfolio
5,941
Q3 2025 Reduced 35.37%
$222B
$556,000 0.22% of portfolio
1,147
Q3 2025 Added 57.55%
$405B
$507,000 0.2% of portfolio
524
Q3 2025 New
$279B
$313,000 0.13% of portfolio
3,043
Q3 2025 Reduced 6.97%
$228B
$270,000 0.11% of portfolio
2,017
Q3 2025 Reduced 57.62%
$414B
$236,000 0.09% of portfolio
1,021
Q3 2025 New

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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