DOSSIER · 13F-HR · Q3 2025

1858 WEALTH MANAGEMENT, LLC

$142M in tracked AUM across 113 positions as of Q3 2025.

1W
CIK 0002011812 · last filed Sep 30, 2025
Total AUM
$142M
as of Q3 2025
Holdings
113
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

1858 WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$142M▲ 5.1%
113 positionsLocked
2025Q2Jun 30
$136M▲ 14.8%
117 positionsLocked
2025Q1Mar 31
$118M▼ 6.5%
117 positionsLocked
2024Q4Dec 31
$126M▲ 3.9%
121 positionsLocked
2024Q3Sep 30
$122M▲ 0.9%
122 positionsLocked
2024Q2Jun 30
$120M▲ 14.3%
117 positionsLocked
2024Q1Mar 31
$105M— 0.0%
121 positionsLocked
2023Q4Dec 31
$105M—
121 positionsLocked