1776 Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, 1776 Wealth Llc disclosed 149 stock positions valued at approximately $283.73M as of quarter-end June 30, 2026. The largest holdings include APPLE INCORPORATED, AMAZON COM INCORPORATED, and PALANTIR TECHNOLOGIES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 149
- Portfolio Value
- $283.73M
Holdings by Sector
1776 Wealth Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 12.61% | 123,714 | -782 | -0.63% | $35,773,943 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 8.11% | 96,585 | -484 | -0.50% | $23,010,351 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 6.11% | 148,600 | +1,665 | +1.13% | $17,333,422 |
| THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | BWIN | Financial Services | 5.03% | 537,410 | +178,219 | +49.62% | $14,284,358 |
| NVIDIA CORPORATION | NVDA | Technology | 4.57% | 64,945 | +1,429 | +2.25% | $12,979,760 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 3.12% | 21,026 | - | - | $8,840,469 |
| ADOBE INCORPORATED | ADBE | Technology | 2.62% | 36,228 | +35 | +0.10% | $7,427,098 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.52% | 19,140 | +414 | +2.21% | $7,139,543 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 2.28% | 18,109 | -322 | -1.75% | $6,465,031 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | Other | 2.19% | 129,159 | -5,856 | -4.34% | $6,222,898 |
| FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | FTSM | Other | 2.02% | 95,972 | -14,009 | -12.74% | $5,732,428 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | Other | 1.82% | 7,506 | -256 | -3.30% | $5,155,196 |
| TJX COMPANIES INCORPORATED NEW | TJX | Consumer Cyclical | 1.76% | 32,921 | -130 | -0.39% | $4,992,943 |
| GOLDMAN SACHS GROUP INCORPORATED | GS | Financial Services | 1.67% | 4,680 | - | - | $4,733,212 |
| BLACKSTONE INCORPORATED | BX | Financial Services | 1.62% | 39,188 | +2 | +0.01% | $4,609,024 |
| FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | FSEP | Other | 1.43% | 73,408 | - | - | $4,043,313 |
| INTEL CORPORATION | INTC | Technology | 1.25% | 25,323 | - | - | $3,535,850 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 1.23% | 6,977 | - | - | $3,491,221 |
| FT VEST U.S. EQUITY BUFFER - JANUARY | FJAN | Other | 1.14% | 58,580 | - | - | $3,227,172 |
| EATON CORPORATION PLC SHS (IRELAND) | ETN | Other | 0.97% | 6,481 | -103 | -1.56% | $2,759,340 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 0.97% | 8,003 | +179 | +2.29% | $2,743,647 |
| ELI LILLY & COMPANY | LLY | Healthcare | 0.95% | 2,244 | -17 | -0.75% | $2,691,521 |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | Other | 0.91% | 27,638 | - | - | $2,595,901 |
| KB HOME | KBH | Consumer Cyclical | 0.86% | 38,808 | -1,496 | -3.71% | $2,428,834 |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND | FPEI | Other | 0.85% | 124,420 | -369 | -0.30% | $2,400,054 |
| ADVANCED MICRO DEVICES INCORPORATED | AMD | Technology | 0.83% | 4,068 | - | - | $2,363,142 |
| APPLIED MATLS INCORPORATED | AMAT | Technology | 0.82% | 3,232 | -56 | -1.70% | $2,336,736 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 0.82% | 6,585 | - | - | $2,315,867 |
| BROADCOM INCORPORATED | AVGO | Technology | 0.77% | 5,767 | +487 | +9.22% | $2,178,484 |
| EATON VANCE TAX ADVT DIV INCM | XEVTX | Other | 0.74% | 76,286 | - | - | $2,111,596 |
Showing 30 of 149 holdings in the latest reporting period.