1776 Wealth LLC: 13F holdings

CIK 18031402026Q2

Positions152
Reported value$283.7m
Filed2026-08-10

Change since last quarter

Positions152 (+6 vs prior quarter)
Reported value$283.7m (+11.6%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INCORPORATED123,714$35.8m12.6%
AMZN AMAZON COM INCORPORATED96,585$23.0m8.1%
PLTR PALANTIR TECHNOLOGIES INC148,600$17.3m6.1%
BWIN THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A537,410$14.3m5.0%
NVDA NVIDIA CORPORATION64,945$13.0m4.6%
TSLA TESLA INCORPORATED21,026$8.8m3.1%
ADBE ADOBE INCORPORATED36,228$7.4m2.6%
MSFT MICROSOFT CORPORATION19,140$7.1m2.5%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A18,109$6.5m2.3%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND129,159$6.2m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1803140")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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