1858 Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.66B, Nvidia Corp with a value of $7.32B, Apple Inc. with a value of $7.22B, Ishares Barclays with a value of $5.5B, and Meta Platforms, Inc. with a value of $5.07B.
Examining the 13F form we can see an increase of $6.85B in the current position value, from $136B to 142B.
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
$142 Billion
Technology: $45.6 Billion
Industrials: $18.5 Billion
ETFs: $18.1 Billion
Financial Services: $14.6 Billion
Communication Services: $12.7 Billion
Healthcare: $6.89 Billion
Consumer Cyclical: $6.65 Billion
Consumer Defensive: $1.68 Billion
Other: $1.74 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
