DOSSIER · 13F-HR · Q2 2026

1776 Wealth LLC

$284M in tracked AUM across 152 positions as of Q2 2026.

1W
CIK 0001803140 · last filed Jun 30, 2026
Total AUM
$284M
as of Q2 2026
Holdings
152
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

1776 Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INCORPORATED
$36M124K12.6%
02
AMZN
AMAZON COM INCORPORATED
$23M97K8.1%
03
PLTR
PALANTIR TECHNOLOGIES INC
$17M149K6.1%
04
BWIN
THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A
$14M537K5.0%
05
NVDA
NVIDIA CORPORATION
$13M65K4.6%
06
TSLA
TESLA INCORPORATED
$9M21K3.1%
07
ADBE
ADOBE INCORPORATED
$7M36K2.6%
08
MSFT
MICROSOFT CORPORATION
$7M19K2.5%
09
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
$6M18K2.3%
10
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$6M129K2.2%

Filing history

2026Q2Jun 30
$284M 11.6%
152 positionsView →
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
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