1858 Wealth Management, LLC Portfolio Holdings

1858 Wealth Management, LLC

  • $142 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$530 Million 0.37% of portfolio
1,309
Q3 2025 Reduced 16.41%
-
$527 Million 0.37% of portfolio
-
Q3 2025 Added 43.43%
$193B
$506 Million 0.36% of portfolio
4,418
Q3 2025 Added 1.01%
$29.2B
$500 Million 0.35% of portfolio
11,213
Q1 2025 Reduced 0.07%
$0
$479 Million 0.34% of portfolio
38,343
Q3 2025 Reduced 7.26%
$235B
$483 Million 0.34% of portfolio
5,759
Q3 2025 Reduced 15.82%
$147B
$467 Million 0.33% of portfolio
4,783
Q3 2025 Reduced 18.68%
$168B
$471 Million 0.33% of portfolio
6,238
Q3 2025 Reduced 1.45%
$89.3B
$421 Million 0.3% of portfolio
3,867
Q3 2025 Reduced 3.64%
$593B
$430 Million 0.3% of portfolio
1,529
Q3 2025 Added 0.13%
$170B
$401 Million 0.28% of portfolio
2,773
Q3 2025 Added 37.41%
$74.1B
$401 Million 0.28% of portfolio
1,473
Q3 2025 Reduced 27.12%
$24.5B
$382 Million 0.27% of portfolio
3,372
Q3 2025 Reduced 12.07%
$306B
$389 Million 0.27% of portfolio
5,858
Q3 2025 Reduced 18.43%
$27B
$355 Million 0.25% of portfolio
2,687
Q3 2025 Reduced 5.29%
$115B
$354 Million 0.25% of portfolio
721
Q3 2025 Added 21.18%
$269B
$343 Million 0.24% of portfolio
1,433
Q3 2025 Reduced 38.87%
$23.9B
$334 Million 0.23% of portfolio
-
Q3 2025 New
$0
$322 Million 0.23% of portfolio
7,220
Q4 2024 New
$413B
$309 Million 0.22% of portfolio
5,982
Q3 2025 Reduced 6.91%
$346B
$307 Million 0.22% of portfolio
1,998
Q3 2025 Reduced 22.77%
$57.9B
$304 Million 0.21% of portfolio
1,415
Q3 2025 New
$0
$304 Million 0.21% of portfolio
2,295
Q4 2023 New
$121B
$300 Million 0.21% of portfolio
388
Q3 2025 New
$0
$299 Million 0.21% of portfolio
6,270
Q4 2024 Reduced 56.7%
$177B
$291 Million 0.2% of portfolio
1,584
Q1 2025 New
$41B
$278 Million 0.2% of portfolio
1,463
Q3 2025 New
Blackrock Inc
-
$282 Million 0.2% of portfolio
-
Q4 2024 New
$34.9B
$282 Million 0.2% of portfolio
1,185
Q3 2025 Reduced 26.67%
$99.5B
$280 Million 0.2% of portfolio
6,200
Q2 2025 Reduced 3.44%
$26.3B
$291 Million 0.2% of portfolio
6,349
Q2 2025 Added 17.95%
$181B
$265 Million 0.19% of portfolio
9,382
Q3 2025 New
$28.1B
$278 Million 0.19% of portfolio
5,508
Q3 2025 Added 1.06%
$187B
$264 Million 0.19% of portfolio
1,586
Q3 2025 Reduced 25.85%
$224B
$277 Million 0.19% of portfolio
911
Q3 2025 Reduced 0.98%
$11.6B
$269 Million 0.19% of portfolio
7,380
Q3 2024 New
$81.8B
$251 Million 0.18% of portfolio
2,279
Q3 2025 Reduced 14.96%
$10.5B
$255 Million 0.18% of portfolio
2,061
Q3 2025 Added 3.52%
$37.9B
$250 Million 0.18% of portfolio
3,037
Q3 2025 Reduced 6.41%
$72.3B
$261 Million 0.18% of portfolio
2,339
Q3 2025 Reduced 5.34%
$18B
$253 Million 0.18% of portfolio
1,829
Q3 2025 New
$75.4B
$250 Million 0.18% of portfolio
1,902
Q4 2024 Reduced 2.56%
$84.4B
$237 Million 0.17% of portfolio
1,206
Q3 2025 Reduced 20.45%
$522B
$236 Million 0.17% of portfolio
1,274
Q3 2025 Reduced 5.42%
$43.4B
$238 Million 0.17% of portfolio
1,351
Q4 2023 New
$0
$239 Million 0.17% of portfolio
2,180
Q2 2025 New
$47.8B
$239 Million 0.17% of portfolio
3,540
Q3 2025 Reduced 2.61%
$159B
$241 Million 0.17% of portfolio
496
Q3 2025 Reduced 1.59%
$136B
$230 Million 0.16% of portfolio
622
Q3 2025 Added 7.61%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $142 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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