1776 Wealth LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803140
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$283.7M
Holdings
152
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
1776 Wealth LLC disclosed 152 positions worth $283.7M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 12.6% of the equity portfolio, followed by $AMZN and $PLTR. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $MU and a full exit from $INTU. The portfolio is most concentrated in Technology (39.2% of disclosed assets). All figures are sourced directly from 1776 Wealth LLC’s Form 13F-HR filing with the SEC under CIK 1803140.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$35.8M123,714 sh - 68.7#300
Quality
$23.0M96,585 sh - 84.6#7
Quality
$17.3M148,600 sh - 44.8
Quality
$14.3M537,410 sh - 85.9
Quality
$13.0M64,945 sh - 53.9
Quality
$8.8M21,026 sh - 77.6
Quality
$7.4M36,228 sh - 79.8
Quality
$7.1M19,140 sh - 78.2
Quality
$6.5M18,109 sh FIRST TRUST VALUE LINE DIVIDEND INDEX FUND - SHS
—Quality
$6.2M129,159 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $35.8M | 123,714 |
 AMAZON COM INC$AMZN | 68.7#300 | $23.0M | 96,585 |
 Palantir Technologies Inc.$PLTR | 84.6#7 | $17.3M | 148,600 |
 Baldwin Insurance Group, Inc.$BWIN | 44.8 | $14.3M | 537,410 |
 NVIDIA CORP$NVDA | 85.9 | $13.0M | 64,945 |
 Tesla, Inc.$TSLA | 53.9 | $8.8M | 21,026 |
 ADOBE INC.$ADBE | 77.6 | $7.4M | 36,228 |
 MICROSOFT CORP$MSFT | 79.8 | $7.1M | 19,140 |
 Alphabet Inc.$GOOG | 78.2 | $6.5M | 18,109 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND - SHS | — | $6.2M | 129,159 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 1776 Wealth LLC's 152 positions.
Showing top 10 of 152 holdings.
Sector Allocation
Technology
$111.3M
Other
$71.9M
Financials
$35.8M
Consumer Discretionary
$30.3M
Industrials
$19.4M
Healthcare
$5.5M
Energy
$3.5M
Real Estate
$3.0M
Top Holdings — 1776 Wealth LLC (Q2 2026)
Top 150 of 152 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $35.8M | 12.6% | -1% | 76.4 |
| 2 | $AMZN | AMAZON COM INC | $23.0M | 8.1% | -0% | 68.7 |
| 3 | $PLTR | Palantir Technologies Inc. | $17.3M | 6.1% | +1% | 84.6 |
| 4 | $BWIN | Baldwin Insurance Group, Inc. | $14.3M | 5.0% | +50% | 44.8 |
| 5 | $NVDA | NVIDIA CORP | $13.0M | 4.6% | +2% | 85.9 |
| 6 | $TSLA | Tesla, Inc. | $8.8M | 3.1% | +0% | 53.9 |
| 7 | $ADBE | ADOBE INC. | $7.4M | 2.6% | +0% | 77.6 |
| 8 | $MSFT | MICROSOFT CORP | $7.1M | 2.5% | +2% | 79.8 |
| 9 | $GOOG | Alphabet Inc. | $6.5M | 2.3% | -2% | 78.2 |
| 10 | — | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND - SHS | $6.2M | 2.2% | -4% | — |
| 11 | — | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT - FIRST TR ENH NEW | $5.7M | 2.0% | -13% | — |
| 12 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | $5.2M | 1.8% | -3% | — |
| 13 |  $TJX | TJX COMPANIES INC /DE/ | $5.0M | 1.8% | -0% | 68.7 |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $4.7M | 1.7% | +0% | 73.5 |
| 15 |  $BX | Blackstone Inc. | $4.6M | 1.6% | +0% | 74.4 |
| 16 | — | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER - FT VEST US EQT | $4.0M | 1.4% | +0% | — |
| 17 |  $INTC | INTEL CORP | $3.5M | 1.3% | +0% | 45.6 |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.5M | 1.2% | +0% | 73.8 |
| 19 | — | FT VEST U.S. EQUITY BUFFER - JANUARY - FT VEST US EQT | $3.2M | 1.1% | +0% | — |
| 20 |  $ETN | Eaton Corp plc | $2.8M | 1.0% | -2% | — |
| 21 |  $V | VISA INC. | $2.7M | 1.0% | +2% | 82.9 |
| 22 |  $LLY | ELI LILLY & Co | $2.7M | 0.9% | -1% | 87.5 |
| 23 | — | FIRST TRUST CAPITAL STRENGTH ETF - CAP STRENGTH ETF | $2.6M | 0.9% | +0% | — |
| 24 |  $KBH | KB HOME | $2.4M | 0.9% | -4% | 46.6 |
| 25 | — | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND - INSTL PFD SECS | $2.4M | 0.8% | -0% | — |
| 26 |  $AMD | ADVANCED MICRO DEVICES INC | $2.4M | 0.8% | +0% | 79.8 |
| 27 |  $AMAT | APPLIED MATERIALS INC /DE | $2.3M | 0.8% | -2% | 72.3 |
| 28 |  $GOOGL | Alphabet Inc. | $2.3M | 0.8% | +0% | 78.2 |
| 29 |  $AVGO | Broadcom Inc. | $2.2M | 0.8% | +9% | 84.5 |
| 30 | — | EATON VANCE TAX ADVT DIV INCM - COM | $2.1M | 0.7% | +0% | — |
| 31 | — | FT VEST U.S. EQUITY BUFFER ETF - MAY - FT VEST US EQT | $1.8M | 0.6% | +11% | — |
| 32 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND - DJ INTERNT IDX | $1.8M | 0.6% | +0% | — |
| 33 | — | FT VEST U.S. EQUITY BUFFER ETF - DECEMBER - FT VEST UQ EQT | $1.7M | 0.6% | +0% | — |
| 34 | — | VANGUARD TOTAL STOCK MARKET ETF - TOTAL STK MKT | $1.7M | 0.6% | -10% | — |
| 35 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.6M | 0.6% | +0% | 61.4 |
| 36 |  $SNPS | SYNOPSYS INC | $1.6M | 0.6% | -2% | 67.9 |
| 37 |  $META | Meta Platforms, Inc. | $1.5M | 0.5% | +7% | 79.6 |
| 38 | — | FT VEST NASDAQ-100 BUFFER ETF - MARCH - FT VEST NAS | $1.5M | 0.5% | -2% | — |
| 39 | — | FT VEST U.S. EQUITY BUFFER ETF - MARCH - FT VEST US EQT | $1.5M | 0.5% | -4% | — |
| 40 |  $UNH | UNITEDHEALTH GROUP INC | $1.5M | 0.5% | +0% | 62.7 |
| 41 | — | FT VEST U.S. EQUITY BUFFER ETF - JULY - FT VEST US EQT | $1.4M | 0.5% | -13% | — |
| 42 | — | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS - RISNG DIVD ACHIV | $1.3M | 0.5% | +14% | — |
| 43 | — | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND - CLOUD COMPUTING | $1.3M | 0.5% | -0% | — |
| 44 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.4% | +0% | 70.7 |
| 45 | — | FT VEST U.S. EQUITY BUFFER ETF - AUGUST - FT VEST US EQT | $1.2M | 0.4% | +0% | — |
| 46 |  $VRT | Vertiv Holdings Co | $1.1M | 0.4% | +5% | 81 |
| 47 |  $NREF | NexPoint Real Estate Finance, Inc. | $1.1M | 0.4% | +0% | — |
| 48 | — | FT VEST INTL EQUITY MODERATE BUFFER ETF DEC - FT VEST INTE | $1.1M | 0.4% | +0% | — |
| 49 | — | FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY - FT VEST US EQT | $1.1M | 0.4% | +0% | — |
| 50 |  $DFP | Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | $1.1M | 0.4% | +0% | — |
| 51 |  $ASML | ASML HOLDING NV | $1.0M | 0.4% | +0% | — |
| 52 |  $MNST | Monster Beverage Corp | $1.0M | 0.4% | +0% | 71.3 |
| 53 |  $CRM | Salesforce, Inc. | $1.0M | 0.4% | +1% | 77 |
| 54 |  $NXPI | NXP Semiconductors N.V. | $1.0M | 0.4% | +0% | — |
| 55 | — | FIRST TRUST INDXX NEXTG ETF - INDXX NEXTG ETF | $998,867 | 0.3% | +0% | — |
| 56 | — | FT VEST SMID RISING DIVID ACHIEVERS TARGET - FT VEST SMID | $989,891 | 0.3% | +5% | — |
| 57 |  $DLR | DIGITAL REALTY TRUST, INC. | $967,936 | 0.3% | +0% | 72.8 |
| 58 |  $URI | UNITED RENTALS, INC. | $962,957 | 0.3% | +0% | 63.9 |
| 59 |  $VMC | Vulcan Materials CO | $949,932 | 0.3% | +0% | 63.5 |
| 60 |  $CB | Chubb Ltd | $880,639 | 0.3% | -2% | — |
| 61 |  $SHOP | SHOPIFY INC. | $871,193 | 0.3% | +0% | 64.9 |
| 62 |  $EME | EMCOR Group, Inc. | $867,225 | 0.3% | +17% | 69.3 |
| 63 | — | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND - COM SHS | $845,612 | 0.3% | +0% | — |
| 64 |  $MA | Mastercard Inc | $783,754 | 0.3% | +0% | 85.1 |
| 65 |  $HD | HOME DEPOT, INC. | $782,023 | 0.3% | +0% | 60.3 |
| 66 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE - FT VEST U.S | $774,459 | 0.3% | +0% | — |
| 67 | — | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER - FT VEST NAS | $767,039 | 0.3% | +0% | — |
| 68 | — | FT VEST NASDAQ-100 BUFFER ETF SEP - FT VEST NAS | $752,788 | 0.3% | +0% | — |
| 69 |  $XOM.R34088 | EXXON MOBIL CORP | $747,733 | 0.3% | -2% | 57.9 |
| 70 | — | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER - FT VEST US EQT | $740,308 | 0.3% | +0% | — |
| 71 | — | FT VEST RISING DIVIDEND ACHIEVERS TARGET - FT VEST RIS | $739,616 | 0.3% | +7% | — |
| 72 |  $COST | COSTCO WHOLESALE CORP /NEW | $722,968 | 0.3% | +0% | 66.2 |
| 73 |  $ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $716,511 | 0.3% | -5% | — |
| 74 |  $PH | Parker-Hannifin Corp | $674,397 | 0.2% | +0% | 65.8 |
| 75 | — | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND - SHS | $660,900 | 0.2% | +0% | — |
| 76 |  $MCK | MCKESSON CORP | $633,193 | 0.2% | +0% | 63.4 |
| 77 | — | FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF - ACTIVE GLOBAL | $611,430 | 0.2% | +0% | — |
| 78 | — | ISHARES INCORPORATED MSCI STH KOR ETF - MSCI STH KOR ETF | $594,797 | 0.2% | +0% | — |
| 79 |  $RITM | Rithm Capital Corp. | $592,349 | 0.2% | +0% | 47.1 |
| 80 |  $COIN | Coinbase Global, Inc. | $585,783 | 0.2% | +0% | 44.8 |
| 81 |  $HUBS | HUBSPOT INC | $581,294 | 0.2% | -2% | 70.4 |
| 82 |  $IBIT | iShares Bitcoin Trust ETF | $577,082 | 0.2% | +0% | — |
| 83 | — | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF - FT VEST S&P 500 | $572,519 | 0.2% | +0% | — |
| 84 |  $DHI | HORTON D R INC /DE/ | $570,080 | 0.2% | +0% | 53.6 |
| 85 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $564,614 | 0.2% | -1% | 65.1 |
| 86 | — | FIRST TRUST EUROPE ALPHADEX FUND - EUROPE ALPHADEX | $561,315 | 0.2% | +0% | — |
| 87 | — | VANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF | $541,623 | 0.2% | +0% | — |
| 88 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $539,045 | 0.2% | +0% | — |
| 89 | — | STRIVE 500 ETF - STRIVE 500 ETF | $524,441 | 0.2% | +0% | — |
| 90 |  $PANW | Palo Alto Networks Inc | $521,761 | 0.2% | +0% | 65.5 |
| 91 |  $PGR | PROGRESSIVE CORP/OH/ | $508,333 | 0.2% | +0% | 80.1 |
| 92 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $502,957 | 0.2% | +2% | — |
| 93 | — | ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF | $480,786 | 0.2% | +300% | — |
| 94 | — | ABRDN GLOBAL DYNAMIC DIVIDEND - COM | $458,848 | 0.2% | +0% | — |
| 95 |  $PWR | QUANTA SERVICES, INC. | $434,904 | 0.1% | +5% | 72.1 |
| 96 | — | FT VEST INVESTMENT GRADE & TARGET INCOME ETF - VEST INVESTMENT | $432,196 | 0.1% | +0% | — |
| 97 | — | ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF | $425,370 | 0.1% | +0% | — |
| 98 |  $ISRG | INTUITIVE SURGICAL INC | $418,359 | 0.1% | +5% | 79.9 |
| 99 |  $NVO | NOVO NORDISK A S | $417,605 | 0.1% | +0% | — |
| 100 | — | FT VEST US EQUITY DEEP BFFR ETF OCT - FT VEST UQ EQT | $416,386 | 0.1% | -16% | — |
| 101 |  $FFIV | F5, INC. | $415,960 | 0.1% | +0% | 66.9 |
| 102 | — | ISHARES TR S&P 500 GRWT ETF - S&P 500 GRWT ETF | $412,590 | 0.1% | +0% | — |
| 103 | — | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND - COM SHS | $408,877 | 0.1% | +0% | — |
| 104 |  $SPGI | S&P Global Inc. | $406,038 | 0.1% | -1% | 76.1 |
| 105 |  $MU | MICRON TECHNOLOGY INC | $404,002 | 0.1% | NEW | 86.2 |
| 106 |  $COF | CAPITAL ONE FINANCIAL CORP | $401,240 | 0.1% | +0% | 62.4 |
| 107 |  $OKE | ONEOK INC /NEW/ | $395,577 | 0.1% | +0% | 71.7 |
| 108 | — | FIRST TRUST LOW DURATION OPPORTUNITIES ETF - FST LOW OPPT EFT | $382,062 | 0.1% | +0% | — |
| 109 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER - FT VEST U.S | $377,178 | 0.1% | +0% | — |
| 110 |  $NET | Cloudflare, Inc. | $374,543 | 0.1% | +0% | 56.4 |
| 111 |  $ORCL | ORACLE CORP | $373,556 | 0.1% | +0% | 66.2 |
| 112 | — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY - US SML CP PWR B | $364,356 | 0.1% | +0% | — |
| 113 | — | VANGUARD HIGH DIVIDEND YIELD ETF - HIGH DIV YLD | $351,301 | 0.1% | +0% | — |
| 114 |  $WMT | Walmart Inc. | $344,650 | 0.1% | +0% | 60.2 |
| 115 | — | FT VEST U.S. EQUITY BUFFER ETF - APRIL - FT VEST US EQT | $341,997 | 0.1% | NEW | — |
| 116 |  $AMT | AMERICAN TOWER CORP /MA/ | $339,973 | 0.1% | +0% | 66.3 |
| 117 | — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT - FT VEST INT EQ M | $339,816 | 0.1% | +0% | — |
| 118 | — | FLEXSHARES ULTRA-SHORT INCOME - ULTR SHO INC FD | $332,821 | 0.1% | +0% | — |
| 119 | — | FIRST TRUST ENERGY ALPHADEX FUND - ENERGY ALPHADX | $331,772 | 0.1% | +0% | — |
| 120 |  $TDG | TransDigm Group INC | $317,026 | 0.1% | +0% | 68 |
| 121 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE - FT VEST U.S EQT | $311,396 | 0.1% | +0% | — |
| 122 |  $NOW | ServiceNow, Inc. | $310,737 | 0.1% | +0% | 72.9 |
| 123 |  $CSCO | CISCO SYSTEMS, INC. | $307,980 | 0.1% | +0% | 70.3 |
| 124 | — | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF - SMID RISNG ETF | $304,870 | 0.1% | -0% | — |
| 125 | — | ISHARES TR RUSSELL 2000 ETF - RUSSELL 2000 ETF | $300,450 | 0.1% | +0% | — |
| 126 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT | $296,329 | 0.1% | +0% | — |
| 127 |  $UPS | UNITED PARCEL SERVICE INC | $295,948 | 0.1% | +0% | 58.6 |
| 128 | — | FIRST TRUST MID CAP GROWTH ALPHADEX FUND - MID CP GR ALPH | $292,874 | 0.1% | +0% | — |
| 129 |  $MPC | Marathon Petroleum Corp | $292,231 | 0.1% | +0% | 61 |
| 130 |  $RGT | ROYCE GLOBAL TRUST, INC. | $290,164 | 0.1% | +0% | — |
| 131 |  $JRI | Nuveen Real Asset Income & Growth Fund | $268,998 | 0.1% | +0% | — |
| 132 |  $WM | WASTE MANAGEMENT INC | $259,886 | 0.1% | +0% | 67.6 |
| 133 |  $ABBV | AbbVie Inc. | $257,275 | 0.1% | +0% | 72.6 |
| 134 |  $ORLY | O REILLY AUTOMOTIVE INC | $255,864 | 0.1% | +0% | 67.4 |
| 135 | — | BARON FIRST PRINCIPLES ETF - FIRST PRINC ETF | $248,441 | 0.1% | +0% | — |
| 136 |  $MSI | Motorola Solutions, Inc. | $247,928 | 0.1% | +0% | 71.8 |
| 137 | — | VANGUARD SMALL-CAP GROWTH ETF - SML CP GRW ETF | $245,750 | 0.1% | +0% | — |
| 138 |  $QCOM | QUALCOMM INC/DE | $243,923 | 0.1% | NEW | 70.5 |
| 139 |  $JNJ | JOHNSON & JOHNSON | $241,779 | 0.1% | +12% | 69 |
| 140 | — | FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH - FT VEST US EQT | $233,459 | 0.1% | +0% | — |
| 141 | — | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF - PFD SECS INC ETF | $226,969 | 0.1% | +0% | — |
| 142 |  $APA | APA Corp | $224,016 | 0.1% | +0% | — |
| 143 |  $SLB | SLB LIMITED/NV | $218,875 | 0.1% | +0% | 57.9 |
| 144 |  $IVZ | Invesco Ltd. | $218,302 | 0.1% | NEW | — |
| 145 | — | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND - DEV MRK EX US | $215,865 | 0.1% | NEW | — |
| 146 |  $ICE | Intercontinental Exchange, Inc. | $215,787 | 0.1% | +0% | 73.7 |
| 147 |  $AMP | AMERIPRISE FINANCIAL INC | $212,043 | 0.1% | +0% | 68.7 |
| 148 |  $UNP | UNION PACIFIC CORP | $210,256 | 0.1% | NEW | 69.7 |
| 149 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $204,442 | 0.1% | NEW | 65.1 |
| 150 | — | FIRST TRUST TECHNOLOGY ALPHADEX FUND - TECH ALPHADEX | $204,187 | 0.1% | NEW | — |
New Positions (9)
$MU MICRON TECHNOLOGY INC$404,002 FT VEST U.S. EQUITY BUFFER ETF - APRIL - FT VEST US EQT$341,997
$QCOM QUALCOMM INC/DE$243,923$IVZ Invesco Ltd.$218,302 FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND - DEV MRK EX US$215,865
$UNP UNION PACIFIC CORP$210,256$CMG CHIPOTLE MEXICAN GRILL INC$204,442 FIRST TRUST TECHNOLOGY ALPHADEX FUND - TECH ALPHADEX$204,187
FIRST TRUST HEALTH CARE ALPHADEX FUND - HLTH CARE ALPH$202,450
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