1776 Wealth

1776 Wealth as of March 31, 2026

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