1776 Wealth

1776 Wealth as of June 30, 2026

Portfolio Holdings for 1776 Wealth

1776 Wealth holds 152 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.6 $36M 124k 289.17
Amazon (AMZN) 8.1 $23M 97k 238.24
Palantir Technologies Cl A (PLTR) 6.1 $17M 149k 116.64
The Baldwin Insurance Grp Incorporated Com Class A Com Cl A (BWIN) 5.0 $14M 537k 26.58
NVIDIA Corporation (NVDA) 4.6 $13M 65k 199.86
Tesla Motors (TSLA) 3.1 $8.8M 21k 420.45
Adobe Systems Incorporated (ADBE) 2.6 $7.4M 36k 205.01
Microsoft Corporation (MSFT) 2.5 $7.1M 19k 373.02
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 2.3 $6.5M 18k 357.01
First Trust Value Line Dividend Index Fund SHS (FVD) 2.2 $6.2M 129k 48.18
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM) 2.0 $5.7M 96k 59.73
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 1.8 $5.2M 7.5k 686.81
TJX Companies (TJX) 1.8 $5.0M 33k 151.66
Goldman Sachs (GS) 1.7 $4.7M 4.7k 1011.37
Blackstone Group Inc Com Cl A (BX) 1.6 $4.6M 39k 117.61
Ft Vest U.s. Equity Buffer Etf September Ft Vest Us Eqt (FSEP) 1.4 $4.0M 73k 55.08
Intel Corporation (INTC) 1.2 $3.5M 25k 139.63
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 1.2 $3.5M 7.0k 500.39
Ft Vest U.s. Equity Buffer - January Ft Vest Us Eqt (FJAN) 1.1 $3.2M 59k 55.09
Eaton Corporation SHS (ETN) 1.0 $2.8M 6.5k 425.76
Visa Incorporated Com Class A Com Cl A (V) 1.0 $2.7M 8.0k 342.83
Eli Lilly & Co. (LLY) 0.9 $2.7M 2.2k 1199.43
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.9 $2.6M 28k 93.93
KB Home (KBH) 0.9 $2.4M 39k 62.59
First Trust Institutional Preferred Securities And Instl Pfd Secs (FPEI) 0.8 $2.4M 124k 19.29
Advanced Micro Devices (AMD) 0.8 $2.4M 4.1k 580.91
Applied Materials (AMAT) 0.8 $2.3M 3.2k 723.00
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.8 $2.3M 6.6k 351.69
Broadcom (AVGO) 0.8 $2.2M 5.8k 377.75
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.7 $2.1M 76k 27.68
Ft Vest U.s. Equity Buffer Etf - May Ft Vest Us Eqt (FMAY) 0.6 $1.8M 32k 56.20
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN) 0.6 $1.8M 6.7k 264.25
Ft Vest U.s. Equity Buffer Etf - December Ft Vest Uq Eqt (FDEC) 0.6 $1.7M 32k 54.47
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.6 $1.7M 4.6k 370.04
Enterprise Products Partners (EPD) 0.6 $1.6M 45k 36.76
Synopsys (SNPS) 0.6 $1.6M 3.5k 446.30
Meta Platforms Incorporated Class A Cl A (META) 0.5 $1.5M 2.7k 562.72
Ft Vest Nasdaq-100 Buffer Etf - March Ft Vest Nas (QMAR) 0.5 $1.5M 40k 37.23
Ft Vest U.s. Equity Buffer Etf - March Ft Vest Us Eqt (FMAR) 0.5 $1.5M 28k 52.26
UnitedHealth (UNH) 0.5 $1.5M 3.6k 415.86
Ft Vest U.s. Equity Buffer Etf - July Ft Vest Us Eqt (FJUL) 0.5 $1.4M 23k 59.54
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY) 0.5 $1.3M 16k 81.06
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY) 0.4 $1.3M 9.4k 134.56
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 3.6k 327.29
Ft Vest U.s. Equity Buffer Etf - August Ft Vest Us Eqt (FAUG) 0.4 $1.2M 21k 56.51
Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.4 $1.1M 3.4k 332.12
Nexpoint Real Estate Fin (NREF) 0.4 $1.1M 72k 15.50
Ft Vest Intl Equity Moderate Buffer Etf Dec Ft Vest Inte (YDEC) 0.4 $1.1M 40k 27.54
Ft Vest U.s. Equity Buffer Etf - February Ft Vest Us Eqt (FFEB) 0.4 $1.1M 18k 60.98
Flaherty & Crumrine Dynamic Pf SHS (DFP) 0.4 $1.1M 52k 20.67
Asml Holding Nv N Y Registry Shs (ASML) 0.4 $1.0M 525.00 1989.44
Monster Beverage Corp (MNST) 0.4 $1.0M 11k 96.12
salesforce (CRM) 0.4 $1.0M 6.5k 156.66
Nxp Semiconductors N V (NXPI) 0.4 $1.0M 3.6k 280.58
First Trust Indxx Nextg Etf Indxx Nextg Etf (NXTG) 0.4 $999k 6.5k 153.34
Ft Vest Smid Rising Divid Achievers Target Ft Vest Smid (SDVD) 0.3 $990k 43k 23.09
Digital Realty Trust (DLR) 0.3 $968k 5.4k 179.58
United Rentals (URI) 0.3 $963k 850.00 1132.89
Vulcan Materials Company (VMC) 0.3 $950k 3.2k 295.01
Chubb (CB) 0.3 $881k 2.6k 340.80
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $871k 7.6k 114.18
Emcor (EME) 0.3 $867k 1.0k 829.88
First Trust Large Cap Growth Alphadex Fund Com Shs (FTC) 0.3 $846k 4.4k 193.77
Mastercard Incorporated Class A Cl A (MA) 0.3 $784k 1.5k 513.60
Home Depot (HD) 0.3 $782k 2.2k 352.58
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf-june Ft Vest U.s (XJUN) 0.3 $775k 17k 44.43
Ft Vest Nasdaq-100 Buffer Etf - December Ft Vest Nas (QDEC) 0.3 $767k 22k 35.61
Ft Vest Nasdaq-100 Buffer Etf Sep Ft Vest Nas (QSPT) 0.3 $753k 22k 34.84
Exxon Mobil Corporation (XOM) 0.3 $748k 5.5k 136.70
Ft Vest U.s. Equity Buffer Etf - November Ft Vest Us Eqt (FNOV) 0.3 $740k 13k 58.49
Ft Vest Rising Dividend Achievers Target Ft Vest Ris (RDVI) 0.3 $740k 25k 29.40
Costco Wholesale Corporation (COST) 0.3 $723k 772.00 936.49
Eaton Vance Tax-advntg Glbl Di (ETG) 0.3 $717k 30k 23.54
Parker-Hannifin Corporation (PH) 0.2 $674k 690.00 977.39
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL) 0.2 $661k 14k 48.66
McKesson Corporation (MCK) 0.2 $633k 838.00 755.60
First Trust Active Global Quality Income Etf Active Global (AGQI) 0.2 $611k 34k 18.10
Ishares Incorporated Msci Sth Kor Etf Msci Sth Kor Etf (EWY) 0.2 $595k 2.9k 201.90
Rithm Capital Corporation Com New Reit Com New (RITM) 0.2 $592k 63k 9.39
Coinbase Global Incorporated Com Class A Com Cl A (COIN) 0.2 $586k 4.0k 146.19
Hubspot (HUBS) 0.2 $581k 3.2k 182.51
Ishares Bitcoin Trust Etf Shs Ben Int Shs Ben Int (IBIT) 0.2 $577k 17k 33.29
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Ft Vest S&p 500 (KNG) 0.2 $573k 11k 50.50
D.R. Horton (DHI) 0.2 $570k 3.5k 162.88
Thermo Fisher Scientific (TMO) 0.2 $565k 1.1k 501.88
First Trust Europe Alphadex Fund Europe Alphadex (FEP) 0.2 $561k 9.8k 57.05
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.2 $542k 2.3k 236.62
Invesco Qqq Trust Unit Ser 1 (QQQ) 0.2 $539k 732.00 736.40
Strive 500 Etf Strive 500 Etf (STXF) 0.2 $524k 11k 48.30
Palo Alto Networks (PANW) 0.2 $522k 1.5k 341.02
Progressive Corporation (PGR) 0.2 $508k 2.3k 218.45
Royce Value Trust (RVT) 0.2 $503k 27k 18.47
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.2 $481k 3.9k 124.17
Aberdeen Global Dynamic Divd F (AGD) 0.2 $459k 38k 12.11
Quanta Services (PWR) 0.2 $435k 604.00 720.04
Ft Vest Investment Grade & Target Income Etf Vest Investment (LQTI) 0.2 $432k 22k 19.31
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 0.1 $425k 568.00 748.89
Intuitive Surgical Incorporated Com New (ISRG) 0.1 $418k 1.1k 397.68
Novo-nordisk A S Adr (NVO) 0.1 $418k 8.7k 47.94
Ft Vest Us Equity Deep Bffr Etf Oct Ft Vest Uq Eqt (DOCT) 0.1 $416k 8.9k 46.68
F5 Networks (FFIV) 0.1 $416k 1.0k 415.96
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.1 $413k 3.0k 137.53
First Trust Large Cap Value Alphadex Fund Com Shs (FTA) 0.1 $409k 4.2k 96.80
S&p Global (SPGI) 0.1 $406k 997.00 407.26
Micron Technology (MU) 0.1 $404k 350.00 1154.29
Capital One Financial (COF) 0.1 $401k 2.0k 200.62
Oneok (OKE) 0.1 $396k 4.6k 86.94
First Trust Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS) 0.1 $382k 7.7k 49.78
Ft Vest U.s. Equity Enhance & Moderate Buffer Ft Vest U.s (XAUG) 0.1 $377k 9.6k 39.09
Cloudflare Incorporated Class A Cl A Com (NET) 0.1 $375k 1.5k 245.28
Oracle Corporation (ORCL) 0.1 $374k 2.5k 146.55
Innovator U.s. Small Cap Power Buffer Etf - January Us Sml Cp Pwr B (KJAN) 0.1 $364k 8.0k 45.63
Vanguard High Dividend Yield Etf High Div Yld (VYM) 0.1 $351k 2.2k 158.03
Wal-Mart Stores (WMT) 0.1 $345k 3.0k 113.26
Ft Vest U.s. Equity Buffer Etf - April Ft Vest Us Eqt (FAPR) 0.1 $342k 7.3k 46.74
American Tower Reit (AMT) 0.1 $340k 2.1k 163.84
Ft Vest International Equity Moderate Buffer Etf - Sept Ft Vest Int Eq M (YSEP) 0.1 $340k 12k 27.54
Flexshares Ultra-short Income Ultr Sho Inc Fd (RAVI) 0.1 $333k 4.4k 75.42
First Trust Energy Alphadex Fund Energy Alphadx (FXN) 0.1 $332k 16k 20.23
TransDigm Group Incorporated (TDG) 0.1 $317k 238.00 1332.04
Ft Vest U.s. Equity Moderate Buffer Etf - June Ft Vest U.s Eqt (GJUN) 0.1 $311k 7.6k 41.19
Servicenow (NOW) 0.1 $311k 3.1k 99.28
Cisco Systems (CSCO) 0.1 $308k 2.6k 117.46
First Trust Smid Cap Rising Dividend Achievers Etf Smid Risng Etf (SDVY) 0.1 $305k 7.1k 43.14
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.1 $301k 1.0k 300.45
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.1 $296k 4.2k 71.25
United Parcel Svcs Incorporated Class B CL B (UPS) 0.1 $296k 2.8k 107.50
First Trust Mid Cap Growth Alphadex Fund Mid Cp Gr Alph (FNY) 0.1 $293k 2.6k 110.85
Marathon Petroleum Corp (MPC) 0.1 $292k 1.1k 255.67
Royce Global Value Tr (RGT) 0.1 $290k 20k 14.23
Nuveen Real (JRI) 0.1 $269k 21k 12.96
Waste Management (WM) 0.1 $260k 1.2k 222.89
Abbvie (ABBV) 0.1 $257k 1.0k 251.98
O'reilly Automotive (ORLY) 0.1 $256k 2.8k 91.71
Baron First Principles Etf First Princ Etf (RONB) 0.1 $248k 10k 24.40
Motorola Solutions Incorporated Com New (MSI) 0.1 $248k 597.00 415.29
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK) 0.1 $246k 672.00 365.70
Qualcomm (QCOM) 0.1 $244k 1.3k 184.79
Johnson & Johnson (JNJ) 0.1 $242k 952.00 253.97
Ft Vest U.s. Equity Deep Buffer - Etf - March Ft Vest Us Eqt (DMAR) 0.1 $234k 5.2k 44.73
First Trust Preferred Securities And Income Etf Pfd Secs Inc Etf (FPE) 0.1 $227k 13k 17.88
Apa Corporation (APA) 0.1 $224k 6.9k 32.57
Slb Limited Com Stk Com Stk (SLB) 0.1 $219k 4.7k 46.49
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.1 $218k 1.0k 212.77
First Trust Developed Markets Ex-us Alphadex Fund Dev Mrk Ex Us (FDT) 0.1 $216k 2.3k 94.68
Intercontinental Exchange (ICE) 0.1 $216k 1.8k 123.17
Ameriprise Financial (AMP) 0.1 $212k 463.00 457.98
Union Pacific Corporation (UNP) 0.1 $210k 773.00 272.00
Chipotle Mexican Grill (CMG) 0.1 $204k 6.0k 34.00
First Trust Technology Alphadex Fund Tech Alphadex (FXL) 0.1 $204k 940.00 217.22
First Trust Health Care Alphadex Fund Hlth Care Alph (FXH) 0.1 $202k 1.7k 122.40
Blackstone Strategic Cred 2027 Com Shs Ben In Com Shs Ben In (BGB) 0.0 $123k 11k 11.30