1776 Wealth LLC

CIK 0001803140 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

1776 Wealth LLC reported 152 positions worth $283.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AAPL (12.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$283.7M
2026 Q2
Positions
152
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.2%
Est. Net Flow (Q)
2026 Q2
10 / 152 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCORPORATEDSH$35.8M12.61%123,714
2AMZNAMAZON COM INCORPORATEDSH$23.0M8.11%96,585
3PLTRPALANTIR TECHNOLOGIES INCSH$17.3M6.11%148,600
4BWINTHE BALDWIN INSURANCE GRP INCORPORATED COM CLASS ASH$14.3M5.03%537,410
5NVDANVIDIA CORPORATIONSH$13.0M4.57%64,945
6TSLATESLA INCORPORATEDSH$8.8M3.12%21,026
7ADBEADOBE INCORPORATEDSH$7.4M2.62%36,228
8MSFTMICROSOFT CORPORATIONSH$7.1M2.52%19,140
9GOOGLALPHABET INCORPORATED CAP STK CLASS ASH$6.5M2.28%18,109
10FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUNDSH$6.2M2.19%129,159

The free plan shows the top 10 positions. The remaining 142 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does 1776 Wealth LLC hold as of Q2 2026?

1776 Wealth LLC reported 152 positions worth $283.7M in its Q2 2026 13F filing. Largest positions: AAPL (12.6%), AMZN (8.1%), PLTR (6.1%), BWIN (5.0%) and NVDA (4.6%).

What did 1776 Wealth LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did 1776 Wealth LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.