13F Insight
DOSSIER · 13F-HR · Q3 2025

1858 WEALTH MANAGEMENT, LLC

1858 WEALTH's holding co. based in Boston, MA — $142M in tracked AUM across 113 positions as of Q3 2025.

1W
1858 WEALTH·Boston, MA·Holding Co.
CIK 0002011812 · last filed Sep 30, 2025
Total AUM
$142M
▼ 6.2%
vs prior
Holdings
113
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q3 2025 · 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.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$9M17K6.1%
02
NVDA
NVIDIA CORPORATION
$7M39K5.1%
03
AAPL
APPLE INC
$7M28K5.1%
04
IEF
ISHARES TR
$5M57K3.9%
05
META
META PLATFORMS INC
$5M7K3.6%
06
CME
CME GROUP INC
$5M18K3.5%
07
GEV
GE VERNOVA INC
$4M7K3.1%
08
AMZN
AMAZON COM INC
$4M18K2.8%
09
AME
AMETEK INC
$4M21K2.8%
10
GRNY
TIDAL TRUST I
$4M155K2.7%

Filing history

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