§ 13F · FUND PROFILE
1858 WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $136M (13F)Positions · 117Turnover · — · Q2Filed · Jul 25, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 25, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 17K | $8M | 6.1% | +2% |
| 2 | NVDA | NVIDIA CORPORATION | 39K | $6M | 4.5% | ±0% |
| 3 | AAPL | APPLE INC | 30K | $6M | 4.5% | −2% |
| 4 | SHV | ISHARES TR | 53K | $6M | 4.3% | NEW |
| 5 | META | META PLATFORMS INC | 7K | $5M | 4.0% | +9% |
| 6 | GEV | GE VERNOVA INC | 10K | $5M | 3.7% | +4% |
| 7 | CME | CME GROUP INC | 18K | $5M | 3.7% | ±0% |
| 8 | AMZN | AMAZON COM INC | 19K | $4M | 3.1% | +6% |
| 9 | AME | AMETEK INC | 22K | $4M | 2.9% | −1% |
| 10 | VRT | VERTIV HOLDINGS CO | 27K | $3M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 1858 SIGNAL
AC read
1858 WEALTH MANAGEMENT, LLC is a Other fund managing $136 million in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed