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1776 Wealth

Latest statistics and disclosures from 1776 Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, PLTR, AMZN, NVDA, ADBE, and represent 36.64% of 1776 Wealth's stock portfolio.
Added to shares of these 10 stocks: BWIN (+$7.9M), PLTR, RDVI, VOO, NVDA, IVV, BX, APA, MPC, VEA.
Started 8 new stock positions in SLB, JNJ, MPC, APA, RDVI, IVV, BWIN, VEA.
Reduced shares in these 10 stocks: ABT, CMG, FTSM, QCOM, ADBE, MNST, FDN, XOM, AMZN, UNH.
Sold out of its positions in ABT, CMG, QCOM.
1776 Wealth was a net buyer of stock by $12M.
1776 Wealth has $254M in assets under management (AUM), dropping by -4.26%.
Central Index Key (CIK): 0001803140

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Portfolio Holdings for 1776 Wealth

1776 Wealth holds 146 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	12.4	$32M		125k	253.79	View chart
Palantir Technologies Incorporated Class A Cl A (PLTR)	8.5	$22M	+6%	147k	146.28	View chart
Amazon (AMZN)	7.9	$20M		97k	208.27	View chart
NVIDIA Corporation (NVDA)	4.4	$11M	+3%	64k	174.40	View chart
Adobe Systems Incorporated (ADBE)	3.5	$8.8M		36k	243.08	View chart
Brp Group (BWIN)	3.1	$7.9M	NEW	359k	21.94	View chart
Tesla Motors (TSLA)	3.1	$7.8M		21k	371.75	View chart
Microsoft Corporation (MSFT)	2.7	$6.9M		19k	370.17	View chart
First Trust Etf Iv First Trust Enhanced Short Etf (FTSM)	2.6	$6.6M	-3%	110k	59.78	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	2.5	$6.3M		135k	47.03	View chart
Alphabet Inc Class A cs (GOOGL)	2.1	$5.3M		18k	287.55	View chart
TJX Companies (TJX)	2.1	$5.3M		33k	159.70	View chart
Vanguard Index Funds S&p 500 Etf Etf (VOO)	1.8	$4.6M	+11%	7.8k	597.55	View chart
Blackstone Group Inc Com Cl A (BX)	1.8	$4.5M	+8%	39k	114.99	View chart
Goldman Sachs (GS)	1.6	$4.0M		4.7k	845.99	View chart
Ft Vest U.s. Equity Buffer Etf September Etf (FSEP)	1.5	$3.7M		73k	50.33	View chart
Berkshire Hathaway (BRK.B)	1.3	$3.3M		7.0k	479.20	View chart
Ft Vest U.s. Equity Buffer - January Etf (FJAN)	1.2	$3.0M		59k	50.41	View chart
First Trust Capital Strength Etf Etf (FTCS)	1.0	$2.6M		28k	92.76	View chart
First Trust Institutional Preferred Securities And Etf (FPEI)	0.9	$2.4M		125k	19.00	View chart
Visa (V)	0.9	$2.4M		7.8k	302.23	View chart
Eaton Corporation SHS (ETN)	0.9	$2.4M		6.6k	357.67	View chart
KB Home (KBH)	0.8	$2.1M		40k	51.75	View chart
Eli Lilly & Co. (LLY)	0.8	$2.1M	+8%	2.3k	919.77	View chart
Alphabet Inc Class C cs (GOOG)	0.7	$1.9M		6.6k	286.86	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.7	$1.9M		76k	24.55	View chart
Enterprise Products Partners (EPD)	0.7	$1.7M		45k	37.84	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$1.6M		5.1k	320.81	View chart
Broadcom (AVGO)	0.6	$1.6M		5.3k	309.51	View chart
Ft Vest U.s. Equity Buffer Etf - December Etf (FDEC)	0.6	$1.6M		32k	49.72	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.6	$1.6M	-3%	6.7k	234.03	View chart
Ft Vest U.s. Equity Buffer Etf - May Etf (FMAY)	0.6	$1.5M		29k	52.80	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.6	$1.5M		27k	54.72	View chart
Facebook Inc cl a (META)	0.6	$1.4M	+8%	2.5k	572.13	View chart
Ft Vest U.s. Equity Buffer Etf - March Etf (FMAR)	0.6	$1.4M	+6%	30k	48.49	View chart
Synopsys (SNPS)	0.6	$1.4M		3.6k	396.48	View chart
Ft Vest Nasdaq-100 Buffer Etf - March Etf (QMAR)	0.5	$1.4M		41k	33.62	View chart
salesforce (CRM)	0.5	$1.2M	-2%	6.4k	186.67	View chart
Applied Materials (AMAT)	0.4	$1.1M		3.3k	341.79	View chart
Intel Corporation (INTC)	0.4	$1.1M		25k	44.13	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.4	$1.1M		21k	51.78	View chart
Ft Vest Intl Equity Moderate Buffer Etf Dec Etf (YDEC)	0.4	$1.1M		40k	26.30	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		3.6k	294.15	View chart
Flaherty & Crumrine Dynamic Pf SHS (DFP)	0.4	$1.0M		52k	20.07	View chart
First Trust Ise Cloud Computing Index Fund Etf (SKYY)	0.4	$1.0M		9.4k	109.36	View chart
Ft Vest U.s. Equity Buffer Etf - February Etf (FFEB)	0.4	$1.0M	+6%	18k	55.85	View chart
Nexpoint Real Estate Fin (NREF)	0.4	$975k		72k	13.47	View chart
Digital Realty Trust (DLR)	0.4	$971k		5.4k	180.21	View chart
UnitedHealth (UNH)	0.4	$966k	-3%	3.6k	270.59	View chart
Exxon Mobil Corporation (XOM)	0.4	$949k	-5%	5.6k	169.66	View chart
First Trust Nasdaq Rising Dividend Achievers Etf (RDVY)	0.4	$947k		14k	68.28	View chart
Shopify Inc cl a (SHOP)	0.4	$905k	+23%	7.6k	118.62	View chart
Ft Vest Smid Rising Divid Achievers Target Etf (SDVD)	0.3	$883k	-2%	41k	21.70	View chart
Vulcan Materials Company (VMC)	0.3	$877k		3.2k	272.30	View chart
Chubb (CB)	0.3	$861k		2.6k	325.93	View chart
Advanced Micro Devices (AMD)	0.3	$828k		4.1k	203.43	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.3	$823k		3.3k	250.58	View chart
Hubspot (HUBS)	0.3	$790k	+8%	3.2k	244.10	View chart
Monster Beverage Corp (MNST)	0.3	$778k	-15%	11k	72.46	View chart
Costco Wholesale Corporation (COST)	0.3	$769k		772.00	996.43	View chart
MasterCard Incorporated (MA)	0.3	$763k		1.5k	499.66	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf-june Etf (XJUN)	0.3	$749k		17k	42.96	View chart
Home Depot (HD)	0.3	$730k		2.2k	328.89	View chart
First Trust Indxx Nextg Etf Etf (NXTG)	0.3	$729k		6.5k	111.92	View chart
McKesson Corporation (MCK)	0.3	$725k		838.00	865.36	View chart
Nxp Semiconductors N V (NXPI)	0.3	$709k		3.6k	196.86	View chart
Coinbase Global (COIN)	0.3	$700k		4.0k	174.61	View chart
Asml Hldg Nv N Y Registry SHS (ASML)	0.3	$693k		525.00	1320.83	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.3	$690k		14k	50.80	View chart
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC)	0.3	$678k		22k	31.46	View chart
Ft Vest U.s. Equity Buffer Etf - November Etf (FNOV)	0.3	$676k		13k	53.40	View chart
First Trust Large Cap Growth Alphadex Fund Etf (FTC)	0.3	$673k		4.4k	154.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Etf (IBIT)	0.3	$666k		17k	38.42	View chart
Ft Vest Nasdaq-100 Buffer Etf Sep Etf (QSPT)	0.3	$662k		22k	30.62	View chart
Emcor (EME)	0.3	$657k	+20%	890.00	738.31	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.3	$646k		32k	20.12	View chart
United Rentals (URI)	0.2	$619k		850.00	728.56	View chart
Parker-Hannifin Corporation (PH)	0.2	$618k		690.00	895.24	View chart
Ft Vest Rising Dividend Achievers Target Etf (RDVI)	0.2	$601k	NEW	24k	25.55	View chart
New Residential Investment (RITM)	0.2	$598k		63k	9.48	View chart
First Trust Active Global Quality Income Etf Etf (AGQI)	0.2	$575k		34k	17.03	View chart
Thermo Fisher Scientific (TMO)	0.2	$557k		1.1k	491.53	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.2	$552k		11k	48.71	View chart
First Trust Europe Alphadex Fund Etf (FEP)	0.2	$537k		9.8k	54.61	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$492k		2.3k	215.06	View chart
D.R. Horton (DHI)	0.2	$480k		3.5k	137.22	View chart
Ft Vest Us Equity Deep Bffr Etf Oct Etf (DOCT)	0.2	$463k		11k	43.43	View chart
Intuitive Surgical (ISRG)	0.2	$462k	-3%	1.0k	460.99	View chart
Progressive Corporation (PGR)	0.2	$461k	-2%	2.3k	198.24	View chart
Ea Ser Tr Strive 500 Etf Etf (STRV)	0.2	$456k		11k	41.97	View chart
Royce Value Trust (RVT)	0.2	$445k		27k	16.60	View chart
Ft Vest Investment Grade & Target Income Etf Etf (LQTI)	0.2	$438k		22k	19.58	View chart
S&p Global (SPGI)	0.2	$430k		1.0k	425.34	View chart
Invesco Qqq Trust Etf (QQQ)	0.2	$423k		732.00	577.18	View chart
Ishares Tr Rus 1000 Grw Etf Etf (IWF)	0.2	$413k		968.00	426.40	View chart
Oneok (OKE)	0.2	$411k		4.6k	90.39	View chart
Aberdeen Global Dynamic Divd F (AGD)	0.2	$409k		38k	10.80	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.2	$390k		4.2k	92.35	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.2	$382k		7.7k	49.81	View chart
Wal-Mart Stores (WMT)	0.1	$378k		3.0k	124.28	View chart
Oracle Corporation (ORCL)	0.1	$375k		2.5k	147.11	View chart
Ishares Tr Core S&p500 Etf Etf (IVV)	0.1	$371k	NEW	568.00	653.21	View chart
First Trust Energy Alphadex Fund Etf (FXN)	0.1	$368k		16k	22.46	View chart
Capital One Financial (COF)	0.1	$365k		2.0k	182.43	View chart
Ishares Incorporated Msci Sth Kor Etf Etf (EWY)	0.1	$362k		2.9k	123.01	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf (XAUG)	0.1	$358k		9.6k	37.12	View chart
American Tower Reit (AMT)	0.1	$358k		2.1k	172.58	View chart
Ishares Tr S&p 500 Grwt Etf Etf (IVW)	0.1	$339k		3.0k	113.11	View chart
Innovator U.s. Small Cap Power Buffer Etf - January Etf (KJAN)	0.1	$333k		8.0k	41.72	View chart
Flexshares Ultra-short Income Etf (RAVI)	0.1	$333k		4.4k	75.41	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.1	$329k	-2%	2.2k	148.10	View chart
Servicenow (NOW)	0.1	$326k	+8%	3.1k	104.55	View chart
Ft Vest International Equity Moderate Buffer Etf - Sept Etf (YSEP)	0.1	$323k		12k	26.17	View chart
Novo-nordisk A S Adr (NVO)	0.1	$320k		8.7k	36.75	View chart
Quanta Services (PWR)	0.1	$316k		576.00	549.02	View chart
Network Associates Inc cl a (NET)	0.1	$315k		1.5k	206.34	View chart
Intuit (INTU)	0.1	$307k		709.00	432.38	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.1	$298k		7.6k	39.42	View chart
Apa Corporation (APA)	0.1	$292k	NEW	6.9k	42.44	View chart
F5 Networks (FFIV)	0.1	$289k		1.0k	289.33	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$280k		7.1k	39.43	View chart
Marathon Petroleum Corp (MPC)	0.1	$279k	NEW	1.1k	244.18	View chart
TransDigm Group Incorporated (TDG)	0.1	$276k		238.00	1158.96	View chart
Intercontinental Exchange (ICE)	0.1	$276k		1.8k	157.28	View chart
Royce Global Value Tr (RGT)	0.1	$273k		20k	13.36	View chart
United Parcel Service (UPS)	0.1	$271k		2.8k	98.38	View chart
Waste Management (WM)	0.1	$268k		1.2k	229.85	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$267k	NEW	4.2k	64.08	View chart
Motorola Solutions (MSI)	0.1	$259k		597.00	433.97	View chart
O'reilly Automotive (ORLY)	0.1	$258k		2.8k	92.31	View chart
Nuveen Real (JRI)	0.1	$255k	-5%	21k	12.30	View chart
Ishares Tr Russell 2000 Etf Etf (IWM)	0.1	$248k		1.0k	248.00	View chart
Palo Alto Networks (PANW)	0.1	$245k		1.5k	160.32	View chart
Schlumberger (SLB)	0.1	$242k	NEW	4.7k	51.39	View chart
First Trust Mid Cap Growth Alphadex Fund Etf (FNY)	0.1	$239k		2.6k	90.49	View chart
Baron First Principles Etf Etf (RONB)	0.1	$233k		10k	22.87	View chart
First Trust Preferred Securities And Income Etf Etf (FPE)	0.1	$225k	-4%	13k	17.75	View chart
Baron Smid Cap Etf Etf (BCSM)	0.1	$223k		10k	21.58	View chart
Abbvie (ABBV)	0.1	$222k		1.0k	217.49	View chart
Ft Vest U.s. Equity Deep Buffer - Etf - March Etf (DMAR)	0.1	$221k		5.2k	42.40	View chart
Johnson & Johnson (JNJ)	0.1	$208k	NEW	852.00	244.44	View chart
Ameriprise Financial (AMP)	0.1	$206k		463.00	444.40	View chart
Cisco Systems (CSCO)	0.1	$203k		2.6k	77.59	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$203k		672.00	302.25	View chart
Blackstone Gso Strategic (BGB)	0.0	$122k		11k	11.15	View chart
Arbor Realty Trust (ABR)	0.0	$106k		14k	7.71	View chart

Past Filings by 1776 Wealth

SEC 13F filings are viewable for 1776 Wealth going back to 2019

1776 Wealth 2026 Q1 filed May 8, 2026
1776 Wealth 2025 Q4 filed Feb. 11, 2026
1776 Wealth 2025 Q3 filed Nov. 6, 2025
1776 Wealth 2025 Q2 filed Aug. 8, 2025
1776 Wealth 2025 Q1 filed May 6, 2025
1776 Wealth 2024 Q4 filed Feb. 10, 2025
1776 Wealth 2024 Q3 filed Nov. 6, 2024
1776 Wealth 2024 Q2 filed Aug. 13, 2024
1776 Wealth 2024 Q1 filed May 10, 2024
1776 Wealth 2023 Q3 filed Nov. 2, 2023
1776 Wealth 2023 Q2 filed Aug. 2, 2023
1776 Wealth 2023 Q1 filed May 9, 2023
1776 Wealth 2022 Q4 filed Feb. 15, 2023
1776 Wealth 2022 Q3 filed Nov. 10, 2022
1776 Wealth 2022 Q2 filed July 29, 2022
1776 Wealth 2022 Q1 filed May 16, 2022

View all past filings

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