§ 13F · FUND PROFILE
1776 Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $259M (13F)Positions · 140Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 124K | $32M | 12.4% | ±0% |
| 2 | PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 147K | $21M | 8.5% | +7% |
| 3 | AMZN | AMAZON COM INCORPORATED | 97K | $20M | 7.9% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 64K | $11M | 4.4% | +4% |
| 5 | ADBE | ADOBE INCORPORATED | 36K | $9M | 3.5% | −2% |
| 6 | BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | 359K | $8M | 3.1% | NEW |
| 7 | TSLA | TESLA INCORPORATED | 21K | $8M | 3.1% | ±0% |
| 8 | MSFT | MICROSOFT CORPORATION | 19K | $7M | 2.7% | +1% |
| 9 | FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | 110K | $7M | 2.6% | −3% |
| 10 | FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 135K | $6M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 1776 SIGNAL
AC read
1776 Wealth LLC is a Other fund managing $259 million in assets. The fund runs a portfolio of 140 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed