1776 Wealth Llc Portfolio Stock Holdings
1776 Wealth Llc disclosed 146 stock positions valued at approximately $254.3 million in its latest SEC 13F filing. The largest holdings include APPLE INCORPORATED, PALANTIR TECHNOLOGIES INCORPORATED CLASS A, and AMAZON COM INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 146
- Portfolio Value
- $254.3M
Holdings by Sector
1776 Wealth Llc Portfolio Holdings in Q1 2026
142 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 12.42% | 124,496 | +274 | +0.22% | $31,595,770 |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | PLTR | Technology | 8.45% | 146,935 | +8,994 | +6.52% | $21,493,652 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 7.95% | 97,069 | -250 | -0.26% | $20,216,561 |
| NVIDIA CORPORATION | NVDA | Technology | 4.36% | 63,516 | +2,276 | +3.72% | $11,077,197 |
| ADOBE INCORPORATED | ADBE | Technology | 3.46% | 36,193 | -738 | -2.00% | $8,797,794 |
| THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | BWIN | Financial Services | 3.10% | 359,191 | +359,191 | +100.00% | $7,880,651 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 3.07% | 21,026 | - | - | $7,816,416 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.73% | 18,726 | +99 | +0.53% | $6,931,715 |
| FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | FTSM | Other | 2.59% | 109,981 | -3,780 | -3.32% | $6,574,664 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | FVD | Other | 2.50% | 135,015 | -113 | -0.08% | $6,349,765 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 2.08% | 18,431 | +301 | +1.66% | $5,299,911 |
| TJX COMPANIES INCORPORATED NEW | TJX | Consumer Cyclical | 2.08% | 33,051 | +1 | +0.00% | $5,278,286 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | VOO | Other | 1.82% | 7,762 | +787 | +11.28% | $4,638,183 |
| BLACKSTONE INCORPORATED | BX | Financial Services | 1.77% | 39,186 | +3,054 | +8.45% | $4,505,948 |
| GOLDMAN SACHS GROUP INCORPORATED | GS | Financial Services | 1.56% | 4,680 | - | - | $3,959,233 |
| FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | FSEP | Other | 1.45% | 73,408 | - | - | $3,694,625 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 1.31% | 6,977 | - | - | $3,343,378 |
| FT VEST U.S. EQUITY BUFFER - JANUARY | FJAN | Other | 1.16% | 58,580 | +82 | +0.14% | $2,953,018 |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | Other | 1.01% | 27,638 | -102 | -0.37% | $2,563,701 |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND | FPEI | Other | 0.93% | 124,789 | -371 | -0.30% | $2,370,982 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 0.93% | 7,824 | -28 | -0.36% | $2,364,638 |
| EATON CORPORATION PLC SHS (IRELAND) | ETN | Other | 0.93% | 6,584 | - | - | $2,354,899 |
| KB HOME | KBH | Consumer Cyclical | 0.82% | 40,304 | +4 | +0.01% | $2,085,706 |
| ELI LILLY & COMPANY | LLY | Healthcare | 0.82% | 2,261 | +169 | +8.08% | $2,079,600 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 0.74% | 6,585 | - | - | $1,888,973 |
| EATON VANCE TAX ADVT DIV INCM | XEVTX | Other | 0.74% | 76,286 | - | - | $1,872,821 |
| ENTERPRISE PRODUCTS PARTNERS L P | EPD | Energy | 0.66% | 44,663 | +34 | +0.08% | $1,690,066 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.64% | 5,111 | -6 | -0.12% | $1,639,660 |
| BROADCOM INCORPORATED | AVGO | Technology | 0.64% | 5,280 | - | - | $1,634,213 |
| FT VEST U.S. EQUITY BUFFER ETF - DECEMBER | FDEC | Other | 0.63% | 31,969 | - | - | $1,589,499 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | FDN | Other | 0.61% | 6,683 | -270 | -3.88% | $1,564,022 |
| FT VEST U.S. EQUITY BUFFER ETF - MAY | FMAY | Other | 0.60% | 28,753 | -4 | -0.01% | $1,518,161 |
| FT VEST U.S. EQUITY BUFFER ETF - JULY | FJUL | Other | 0.58% | 26,815 | - | - | $1,467,317 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 0.57% | 2,521 | +200 | +8.62% | $1,442,340 |
| FT VEST U.S. EQUITY BUFFER ETF - MARCH | FMAR | Other | 0.56% | 29,573 | +1,853 | +6.68% | $1,433,995 |
| SYNOPSYS INCORPORATED | SNPS | Technology | 0.56% | 3,615 | -50 | -1.36% | $1,433,275 |
| FT VEST NASDAQ-100 BUFFER ETF - MARCH | QMAR | Other | 0.54% | 40,747 | -359 | -0.87% | $1,369,914 |
| SALESFORCE INCORPORATED | CRM | Technology | 0.47% | 6,417 | -150 | -2.28% | $1,197,861 |
| APPLIED MATLS INCORPORATED | AMAT | Technology | 0.44% | 3,288 | -25 | -0.75% | $1,123,806 |
| INTEL CORPORATION | INTC | Technology | 0.44% | 25,323 | - | - | $1,117,504 |
| FT VEST U.S. EQUITY BUFFER ETF - AUGUST | FAUG | Other | 0.42% | 20,671 | - | - | $1,070,406 |
| FT VEST INTL EQUITY MODERATE BUFFER ETF DEC | YDEC | Other | 0.42% | 40,304 | - | - | $1,059,995 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 0.41% | 3,582 | +2 | +0.06% | $1,053,641 |
| FLAHERTY & CRUMRINE DYNAMIC PF SHS | DFP | Financial Services | 0.41% | 52,038 | -94 | -0.18% | $1,044,411 |
| FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | SKYY | Other | 0.41% | 9,437 | -116 | -1.21% | $1,032,030 |
| FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | FFEB | Other | 0.40% | 18,034 | +1,100 | +6.50% | $1,007,201 |
| NEXPOINT REAL ESTATE FIN INCORPORATED REIT | NREF | Real Estate | 0.38% | 72,399 | - | - | $975,215 |
| DIGITAL RLTY TR INCORPORATED REIT | DLR | Real Estate | 0.38% | 5,390 | -85 | -1.55% | $971,332 |
| UNITEDHEALTH GROUP INCORPORATED | UNH | Healthcare | 0.38% | 3,569 | -137 | -3.70% | $965,736 |
| EXXON MOBIL CORPORATION | XOM | Energy | 0.37% | 5,593 | -348 | -5.86% | $948,908 |
| FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | RDVY | Other | 0.37% | 13,871 | +145 | +1.06% | $947,112 |
| SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) | SHOP | Technology | 0.36% | 7,630 | +1,459 | +23.64% | $905,071 |
| FT VEST SMID RISING DIVID ACHIEVERS TARGET | SDVD | Other | 0.35% | 40,690 | -1,247 | -2.97% | $882,973 |
| VULCAN MATLS COMPANY | VMC | Basic Materials | 0.34% | 3,220 | - | - | $876,806 |
| CHUBB LIMITED SWITZ (SWITZERLAND) | CB | Financial Services | 0.34% | 2,641 | +1 | +0.04% | $860,781 |
| ADVANCED MICRO DEVICES INCORPORATED | AMD | Technology | 0.33% | 4,068 | - | - | $827,553 |
| VERTIV HOLDINGS COMPANY COM CLASS A | VRT | Industrials | 0.32% | 3,286 | +50 | +1.55% | $823,406 |
| HUBSPOT INCORPORATED | HUBS | Technology | 0.31% | 3,235 | +259 | +8.70% | $789,664 |
| MONSTER BEVERAGE CORPORATION NEW | MNST | Consumer Defensive | 0.31% | 10,740 | -2,000 | -15.70% | $778,220 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.30% | 772 | - | - | $769,244 |
| MASTERCARD INCORPORATED CLASS A | MA | Financial Services | 0.30% | 1,526 | - | - | $762,481 |
| FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE | XJUN | Other | 0.29% | 17,431 | - | - | $748,878 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 0.29% | 2,218 | - | - | $729,478 |
| FIRST TRUST INDXX NEXTG ETF | NXTG | Other | 0.29% | 6,514 | - | - | $729,057 |
| MCKESSON CORPORATION | MCK | Healthcare | 0.29% | 838 | - | - | $725,172 |
| NXP SEMICONDUCTORS N V (NETHERLANDS) | N6596X109 | Other | 0.28% | 3,600 | - | - | $708,696 |
| COINBASE GLOBAL INCORPORATED COM CLASS A | COIN | Financial Services | 0.28% | 4,007 | +30 | +0.75% | $699,662 |
| ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | ASML | Other | 0.27% | 525 | - | - | $693,436 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | Other | 0.27% | 13,582 | - | - | $689,966 |
| FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | QDEC | Other | 0.27% | 21,540 | - | - | $677,648 |
| FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | FNOV | Other | 0.27% | 12,657 | - | - | $675,829 |
| FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | FTC | Other | 0.26% | 4,364 | - | - | $672,678 |
| ISHARES BITCOIN TRUST ETF SHS BEN INT | IBIT | Other | 0.26% | 17,335 | - | - | $666,011 |
| FT VEST NASDAQ-100 BUFFER ETF SEP | QSPT | Other | 0.26% | 21,607 | - | - | $661,505 |
| EMCOR GROUP INCORPORATED | EME | Industrials | 0.26% | 890 | +150 | +20.27% | $657,096 |
| EATON VANCE TX ADV GLBL DIV FD | ETG | Financial Services | 0.25% | 32,103 | - | - | $645,912 |
| UNITED RENTALS INCORPORATED | URI | Industrials | 0.24% | 850 | - | - | $619,276 |
| PARKER-HANNIFIN CORPORATION | PH | Industrials | 0.24% | 690 | - | - | $617,716 |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET | RDVI | Other | 0.24% | 23,519 | +23,519 | +100.00% | $600,910 |
| RITHM CAPITAL CORPORATION COM NEW REIT | RITM | Real Estate | 0.24% | 63,083 | - | - | $598,027 |
| FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | AGQI | Other | 0.23% | 33,773 | - | - | $575,299 |
| THERMO FISHER SCIENTIFIC INCORPORATED | TMO | Healthcare | 0.22% | 1,133 | - | - | $556,903 |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | KNG | Other | 0.22% | 11,337 | - | - | $552,225 |
| FIRST TRUST EUROPE ALPHADEX FUND | FEP | Other | 0.21% | 9,839 | - | - | $537,308 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 0.19% | 2,289 | - | - | $492,272 |
| D R HORTON INCORPORATED | DHI | Consumer Cyclical | 0.19% | 3,500 | - | - | $480,270 |
| FT VEST US EQUITY DEEP BFFR ETF OCT | DOCT | Other | 0.18% | 10,658 | - | - | $462,857 |
| INTUITIVE SURGICAL INCORPORATED COM NEW | ISRG | Healthcare | 0.18% | 1,002 | -33 | -3.19% | $461,912 |
| PROGRESSIVE CORPORATION | PGR | Financial Services | 0.18% | 2,327 | -54 | -2.27% | $461,304 |
| EA SER TR STRIVE 500 ETF | STRV | Other | 0.18% | 10,858 | - | - | $455,710 |
| ROYCE SMALL CAP TRUST INCORPORATED | RVT | Financial Services | 0.17% | 26,783 | +475 | +1.81% | $444,598 |
| S&P GLOBAL INCORPORATED | SPGI | Financial Services | 0.17% | 1,011 | - | - | $430,019 |
| INVESCO QQQ TRUST | QQQ | Other | 0.17% | 732 | - | - | $422,496 |
| ISHARES TR RUS 1000 GRW ETF | IWF | Other | 0.16% | 968 | - | - | $412,755 |
| ONEOK INCORPORATED NEW | OKE | Energy | 0.16% | 4,550 | - | - | $411,275 |
| ABRDN GLOBAL DYNAMIC DIVIDEND | XAGDX | Other | 0.16% | 37,890 | - | - | $409,212 |
| FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | FTA | Other | 0.15% | 4,224 | - | - | $390,086 |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | Other | 0.15% | 7,675 | - | - | $382,292 |
| WALMART INCORPORATED | WMT | Consumer Defensive | 0.15% | 3,043 | - | - | $378,184 |
| ORACLE CORPORATION | ORCL | Technology | 0.15% | 2,549 | - | - | $374,983 |