DOSSIER · 13F-HR · Q1 2026

1776 Wealth LLC

$254M in tracked AUM across 146 positions as of Q1 2026.

1W
CIK 0001803140 · last filed Mar 31, 2026
Total AUM
$254M
as of Q1 2026
Holdings
146
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

1776 Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INCORPORATED
$32M124K12.4%
02
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
$21M147K8.5%
03
AMZN
AMAZON COM INCORPORATED
$20M97K7.9%
04
NVDA
NVIDIA CORPORATION
$11M64K4.4%
05
ADBE
ADOBE INCORPORATED
$9M36K3.5%
06
BWIN
THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A
$8M359K3.1%
07
TSLA
TESLA INCORPORATED
$8M21K3.1%
08
MSFT
MICROSOFT CORPORATION
$7M19K2.7%
09
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
$7M110K2.6%
10
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$6M135K2.5%

Filing history

2026Q1Mar 31
$254M 4.3%
146 positionsView →
2025Q4Dec 31
$266M 2.4%
141 positionsView →
2025Q3Sep 30
$259M 6.9%
140 positionsView →
2025Q2Jun 30
$243M 11.5%
143 positionsLocked
2025Q1Mar 31
$218M 0.0%
139 positionsLocked
2024Q4Dec 31
$218M 2.6%
140 positionsLocked
2024Q3Sep 30
$223M 0.5%
145 positionsLocked
2024Q2Jun 30
$222M 5.2%
180 positionsLocked
2024Q1Mar 31
$211M 4.7%
164 positionsLocked
2023Q4Dec 31
$202M 6.6%
157 positionsLocked
2023Q3Sep 30
$189M 0.4%
146 positionsLocked
2023Q2Jun 30
$190M 14.0%
156 positionsLocked
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