1776 Wealth LLC

13F filer · CIK 0001803140

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$284MU.S. long equity reported on 13F

Positions985 new · 2 closed

Net flow last quarter+$5.84MBuys minus sells

Top 10 positions weight49.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202698 positions
AAPLApple Inc.	$35.8M	12.61%	0.00%	-0.6%	Q4 2019
AMZNAmazon Com Inc	$23M	8.11%	0.00%	-0.5%	Q4 2019
PLTRPalantir Technologies Inc.	$17.3M	6.11%	0.01%	+1.1%	Q3 2020
BWINBaldwin Insurance Group, Inc.	$14.3M	5.03%	1.58%	+49.6%	Q1 2026
NVDANvidia Corp	$13M	4.57%	0.00%	+2.3%	Q4 2019
TSLATesla, Inc.	$8.84M	3.12%	0.00%	Not reported	Q1 2020
ADBEAdobe Inc.	$7.43M	2.62%	0.01%	+0.1%	Q4 2019
MSFTMicrosoft Corp	$7.14M	2.52%	0.00%	+2.2%	Q4 2019
GOOGLAlphabet Inc.	$6.47M	2.28%	0.00%	-1.8%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$6.22M	2.19%	Not reported	-4.3%	Q4 2019
TJXTJX Companies Inc	$4.99M	1.76%	0.00%	-0.4%	Q4 2019
GSGoldman Sachs Group Inc	$4.73M	1.67%	0.00%	Not reported	Q4 2019
BXBlackstone Inc.	$4.61M	1.62%	0.01%	0.0%	Q4 2019
INTCIntel Corp	$3.54M	1.25%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.49M	1.23%	Not reported	Not reported	Q4 2019
ETNEaton Corp plc	$2.76M	0.97%	0.00%	-1.6%	Q4 2019
VVisa Inc.	$2.74M	0.97%	0.00%	+2.3%	Q4 2019
LLYELI LILLY & Co	$2.69M	0.95%	0.00%	-0.8%	Q2 2020
KBHKB Home	$2.43M	0.86%	0.06%	-3.7%	Q1 2020
AMDAdvanced Micro Devices Inc	$2.36M	0.83%	0.00%	Not reported	Q2 2020
AMATApplied Materials Inc	$2.34M	0.82%	0.00%	-1.7%	Q4 2019
GOOGAlphabet Inc.	$2.32M	0.82%	Not reported	Not reported	Q4 2019
AVGOBroadcom Inc.	$2.18M	0.77%	0.00%	+9.2%	Q4 2019
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$2.11M	0.74%	Not reported	Not reported	Q4 2019
EPDEnterprise Products Partners L.P.	$1.64M	0.58%	0.00%	+0.1%	Q4 2019
SNPSSynopsys Inc	$1.58M	0.56%	0.00%	-2.1%	Q4 2019
METAMeta Platforms, Inc.	$1.52M	0.54%	Not reported	+7.3%	Q4 2019
QMARQuintana Maritime LTD	$1.49M	0.53%	Not reported	-1.7%	Q2 2023
FMARCapital Trust Holdings Inc.	$1.49M	0.52%	0.14%	-3.9%	Q2 2023
UNHUnitedhealth Group Inc	$1.48M	0.52%	0.00%	Not reported	Q4 2019
SKYYSkye International, Inc	$1.26M	0.45%	Not reported	-0.5%	Q4 2019
JPMJPMorgan Chase & Co	$1.17M	0.41%	0.00%	+0.1%	Q4 2019
VRTVertiv Holdings Co	$1.14M	0.40%	0.00%	+4.6%	Q4 2025
NREFNexPoint Real Estate Finance, Inc.	$1.12M	0.40%	0.38%	Not reported	Q1 2022
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	$1.08M	0.38%	Not reported	+0.1%	Q4 2019
ASMLAsml Holding NV	$1.04M	0.37%	0.00%	Not reported	Q3 2025
MNSTMonster Beverage Corp	$1.03M	0.36%	0.00%	Not reported	Q4 2019
CRMSalesforce, Inc.	$1.02M	0.36%	0.00%	+1.1%	Q4 2019
NXPINXP Semiconductors N.V.	$1.01M	0.36%	0.00%	Not reported	Q4 2019
DLRDigital Realty Trust, Inc.	$968K	0.34%	0.00%	Not reported	Q4 2019
URIUnited Rentals, Inc.	$963K	0.34%	0.00%	Not reported	Q4 2019
VMCVulcan Materials CO	$950K	0.33%	0.00%	Not reported	Q4 2019
CBChubb Ltd	$881K	0.31%	0.00%	-2.2%	Q4 2019
SHOPShopify Inc.	$871K	0.31%	0.00%	Not reported	Q4 2025
EMEEMCOR Group, Inc.	$867K	0.31%	0.00%	+17.4%	Q2 2025
MAMastercard Inc	$784K	0.28%	0.00%	Not reported	Q1 2020
HDHome Depot, Inc.	$782K	0.28%	0.00%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$748K	0.26%	0.00%	-2.2%	Q4 2019
COSTCostco Wholesale Corp	$723K	0.25%	0.00%	Not reported	Q4 2019
ETGEaton Vance Tax-Advantaged Global Dividend Income Fund	$717K	0.25%	Not reported	-5.2%	Q3 2021

Q1 2026Reported May 8, 202695 positions
AAPLApple Inc.	$31.6M	12.42%	0.00%	+0.2%	Q4 2019
PLTRPalantir Technologies Inc.	$21.5M	8.45%	0.01%	+6.5%	Q3 2020
AMZNAmazon Com Inc	$20.2M	7.95%	0.00%	-0.3%	Q4 2019
NVDANvidia Corp	$11.1M	4.36%	0.00%	+3.7%	Q4 2019
ADBEAdobe Inc.	$8.8M	3.46%	0.01%	-2.0%	Q4 2019
BWINBaldwin Insurance Group, Inc.	$7.88M	3.10%	1.06%	New	Q1 2026
TSLATesla, Inc.	$7.82M	3.07%	0.00%	Not reported	Q1 2020
MSFTMicrosoft Corp	$6.93M	2.73%	0.00%	+0.5%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$6.35M	2.50%	Not reported	-0.1%	Q4 2019
GOOGLAlphabet Inc.	$5.3M	2.08%	0.00%	+1.7%	Q4 2019
TJXTJX Companies Inc	$5.28M	2.08%	0.00%	0.0%	Q4 2019
BXBlackstone Inc.	$4.51M	1.77%	0.01%	+8.5%	Q4 2019
GSGoldman Sachs Group Inc	$3.96M	1.56%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.34M	1.31%	Not reported	Not reported	Q4 2019
VVisa Inc.	$2.36M	0.93%	0.00%	-0.4%	Q4 2019
ETNEaton Corp plc	$2.35M	0.93%	0.00%	Not reported	Q4 2019
KBHKB Home	$2.09M	0.82%	0.06%	0.0%	Q1 2020
LLYELI LILLY & Co	$2.08M	0.82%	0.00%	+8.1%	Q2 2020
GOOGAlphabet Inc.	$1.89M	0.74%	Not reported	Not reported	Q4 2019
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$1.87M	0.74%	Not reported	Not reported	Q4 2019
EPDEnterprise Products Partners L.P.	$1.69M	0.66%	0.00%	+0.1%	Q4 2019
AVGOBroadcom Inc.	$1.63M	0.64%	0.00%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$1.44M	0.57%	Not reported	+8.6%	Q4 2019
FMARCapital Trust Holdings Inc.	$1.43M	0.56%	0.15%	+6.7%	Q2 2023
SNPSSynopsys Inc	$1.43M	0.56%	0.00%	-1.4%	Q4 2019
QMARQuintana Maritime LTD	$1.37M	0.54%	Not reported	-0.9%	Q2 2023
CRMSalesforce, Inc.	$1.2M	0.47%	0.00%	-2.3%	Q4 2019
AMATApplied Materials Inc	$1.12M	0.44%	0.00%	-0.8%	Q4 2019
INTCIntel Corp	$1.12M	0.44%	0.00%	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$1.05M	0.41%	0.00%	+0.1%	Q4 2019
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	$1.04M	0.41%	Not reported	-0.2%	Q4 2019
SKYYSkye International, Inc	$1.03M	0.41%	Not reported	-1.2%	Q4 2019
NREFNexPoint Real Estate Finance, Inc.	$975K	0.38%	0.39%	Not reported	Q1 2022
DLRDigital Realty Trust, Inc.	$971K	0.38%	0.00%	-1.6%	Q4 2019
UNHUnitedhealth Group Inc	$966K	0.38%	0.00%	-3.7%	Q4 2019
XOMExxonMobil Holdings Corp	$949K	0.37%	0.00%	-5.9%	Q4 2019
SHOPShopify Inc.	$905K	0.36%	0.00%	+23.6%	Q4 2025
VMCVulcan Materials CO	$877K	0.34%	0.00%	Not reported	Q4 2019
CBChubb Ltd	$861K	0.34%	0.00%	0.0%	Q4 2019
AMDAdvanced Micro Devices Inc	$828K	0.33%	0.00%	Not reported	Q2 2020
VRTVertiv Holdings Co	$823K	0.32%	0.00%	+1.6%	Q4 2025
HUBSHubspot Inc	$790K	0.31%	0.01%	+8.7%	Q4 2024
MNSTMonster Beverage Corp	$778K	0.31%	0.00%	-15.7%	Q4 2019
COSTCostco Wholesale Corp	$769K	0.30%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$762K	0.30%	0.00%	Not reported	Q1 2020
HDHome Depot, Inc.	$729K	0.29%	0.00%	Not reported	Q4 2019
MCKMckesson Corp	$725K	0.29%	0.00%	Not reported	Q4 2019
NXPINXP Semiconductors N.V.	$709K	0.28%	0.00%	Not reported	Q4 2019
COINCoinbase Global, Inc.	$700K	0.28%	0.00%	+0.8%	Q4 2023
ASMLAsml Holding NV	$693K	0.27%	0.00%	Not reported	Q3 2025

Q4 2025Reported Feb 11, 202693 positions
AAPLApple Inc.	$33.8M	12.71%	0.00%	0.0%	Q4 2019
PLTRPalantir Technologies Inc.	$24.5M	9.23%	0.01%	+0.2%	Q3 2020
AMZNAmazon Com Inc	$22.5M	8.46%	0.00%	-0.1%	Q4 2019
ADBEAdobe Inc.	$12.9M	4.87%	0.01%	-0.3%	Q4 2019
NVDANvidia Corp	$11.4M	4.30%	0.00%	+1.1%	Q4 2019
TSLATesla, Inc.	$9.46M	3.56%	0.00%	+0.8%	Q1 2020
MSFTMicrosoft Corp	$9.01M	3.39%	0.00%	+0.9%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$6.23M	2.34%	Not reported	0.0%	Q4 2019
GOOGLAlphabet Inc.	$5.67M	2.14%	0.00%	-0.6%	Q4 2019
BXBlackstone Inc.	$5.57M	2.10%	0.00%	+7.4%	Q4 2019
TJXTJX Companies Inc	$5.08M	1.91%	0.00%	-0.2%	Q4 2019
GSGoldman Sachs Group Inc	$4.11M	1.55%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.51M	1.32%	Not reported	Not reported	Q4 2019
VVisa Inc.	$2.75M	1.04%	0.00%	-0.5%	Q4 2019
KBHKB Home	$2.27M	0.86%	0.06%	-1.0%	Q1 2020
LLYELI LILLY & Co	$2.25M	0.85%	0.00%	+2.2%	Q2 2020
ETNEaton Corp plc	$2.1M	0.79%	0.00%	+1.5%	Q4 2019
GOOGAlphabet Inc.	$2.07M	0.78%	Not reported	Not reported	Q4 2019
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$1.92M	0.72%	Not reported	+0.8%	Q4 2019
AVGOBroadcom Inc.	$1.83M	0.69%	0.00%	+0.2%	Q4 2019
CRMSalesforce, Inc.	$1.74M	0.65%	0.00%	-0.7%	Q4 2019
SNPSSynopsys Inc	$1.72M	0.65%	0.00%	+2.8%	Q4 2019
METAMeta Platforms, Inc.	$1.53M	0.58%	Not reported	+0.8%	Q4 2019
EPDEnterprise Products Partners L.P.	$1.43M	0.54%	0.00%	+0.1%	Q4 2019
QMARQuintana Maritime LTD	$1.36M	0.51%	Not reported	+3.7%	Q2 2023
FMARCapital Trust Holdings Inc.	$1.32M	0.50%	0.14%	+0.8%	Q2 2023
SKYYSkye International, Inc	$1.24M	0.47%	Not reported	-1.1%	Q4 2019
UNHUnitedhealth Group Inc	$1.22M	0.46%	0.00%	+0.5%	Q4 2019
HUBSHubspot Inc	$1.19M	0.45%	0.01%	+6.7%	Q4 2024
JPMJPMorgan Chase & Co	$1.15M	0.43%	0.00%	+0.1%	Q4 2019
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	$1.08M	0.41%	Not reported	-1.2%	Q4 2019
NREFNexPoint Real Estate Finance, Inc.	$1.02M	0.38%	0.39%	-0.1%	Q1 2022
SHOPShopify Inc.	$993K	0.37%	0.00%	New	Q4 2025
MNSTMonster Beverage Corp	$977K	0.37%	0.00%	Not reported	Q4 2019
INTCIntel Corp	$934K	0.35%	0.00%	+15.8%	Q4 2019
VMCVulcan Materials CO	$918K	0.35%	0.00%	Not reported	Q4 2019
COINCoinbase Global, Inc.	$899K	0.34%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$871K	0.33%	0.00%	-2.8%	Q2 2020
MAMastercard Inc	$871K	0.33%	0.00%	+0.8%	Q1 2020
IBITiShares Bitcoin Trust ETF	$861K	0.32%	0.00%	Not reported	Q4 2024
AMATApplied Materials Inc	$851K	0.32%	0.00%	-1.7%	Q4 2019
DLRDigital Realty Trust, Inc.	$847K	0.32%	0.00%	-5.2%	Q4 2019
CBChubb Ltd	$824K	0.31%	0.00%	Not reported	Q4 2019
NXPINXP Semiconductors N.V.	$781K	0.29%	0.00%	Not reported	Q4 2019
HDHome Depot, Inc.	$763K	0.29%	0.00%	-4.1%	Q4 2019
ETGEaton Vance Tax-Advantaged Global Dividend Income Fund	$742K	0.28%	Not reported	+1.6%	Q3 2021
XOMExxonMobil Holdings Corp	$715K	0.27%	0.00%	Not reported	Q4 2019
URIUnited Rentals, Inc.	$688K	0.26%	0.00%	Not reported	Q4 2019
RITMRithm Capital Corp.	$688K	0.26%	0.01%	+2.8%	Q2 2020
MCKMckesson Corp	$687K	0.26%	0.00%	Not reported	Q4 2019

Q3 2025Reported Nov 6, 202594 positions
AAPLApple Inc.	$31.6M	12.19%	0.00%	-0.5%	Q4 2019
PLTRPalantir Technologies Inc.	$25.1M	9.68%	0.01%	-2.1%	Q3 2020
AMZNAmazon Com Inc	$21.4M	8.24%	0.00%	-3.0%	Q4 2019
ADBEAdobe Inc.	$13.1M	5.04%	0.01%	+7.4%	Q4 2019
NVDANvidia Corp	$11.3M	4.36%	0.00%	+4.2%	Q4 2019
MSFTMicrosoft Corp	$9.56M	3.68%	0.00%	-6.6%	Q4 2019
TSLATesla, Inc.	$9.27M	3.57%	0.00%	+1.0%	Q1 2020
FVDFirst Trust Value Line Dividend Fund	$6.25M	2.41%	Not reported	0.0%	Q4 2019
BXBlackstone Inc.	$5.75M	2.22%	0.00%	+2.2%	Q4 2019
TJXTJX Companies Inc	$4.79M	1.84%	0.00%	+0.5%	Q4 2019
GOOGLAlphabet Inc.	$4.43M	1.71%	0.00%	-15.2%	Q4 2019
GSGoldman Sachs Group Inc	$3.73M	1.44%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.51M	1.35%	Not reported	-0.5%	Q4 2019
VVisa Inc.	$2.69M	1.04%	0.00%	-14.3%	Q4 2019
KBHKB Home	$2.59M	1.00%	0.06%	+2.5%	Q1 2020
ETNEaton Corp plc	$2.43M	0.94%	0.00%	+3.3%	Q4 2019
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$1.85M	0.71%	Not reported	+4.2%	Q4 2019
SNPSSynopsys Inc	$1.76M	0.68%	0.00%	-6.4%	Q4 2019
AVGOBroadcom Inc.	$1.74M	0.67%	0.00%	+70.1%	Q4 2019
METAMeta Platforms, Inc.	$1.69M	0.65%	Not reported	+75.7%	Q4 2019
GOOGAlphabet Inc.	$1.6M	0.62%	Not reported	Not reported	Q4 2019
CRMSalesforce, Inc.	$1.57M	0.60%	0.00%	-0.7%	Q4 2019
LLYELI LILLY & Co	$1.56M	0.60%	0.00%	+2.9%	Q2 2020
EPDEnterprise Products Partners L.P.	$1.39M	0.54%	0.00%	-1.2%	Q4 2019
COINCoinbase Global, Inc.	$1.34M	0.52%	0.00%	Not reported	Q4 2023
HUBSHubspot Inc	$1.31M	0.50%	0.01%	+6.1%	Q4 2024
SKYYSkye International, Inc	$1.3M	0.50%	Not reported	-8.9%	Q4 2019
QMARQuintana Maritime LTD	$1.28M	0.49%	Not reported	+22.4%	Q2 2023
FMARCapital Trust Holdings Inc.	$1.28M	0.49%	0.14%	-1.0%	Q2 2023
UNHUnitedhealth Group Inc	$1.27M	0.49%	0.00%	+51.2%	Q4 2019
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc	$1.14M	0.44%	Not reported	-12.4%	Q4 2019
JPMJPMorgan Chase & Co	$1.13M	0.44%	0.00%	-2.8%	Q4 2019
IBITiShares Bitcoin Trust ETF	$1.13M	0.43%	0.00%	+77.6%	Q4 2024
NREFNexPoint Real Estate Finance, Inc.	$1.03M	0.40%	0.41%	+4.8%	Q1 2022
DLRDigital Realty Trust, Inc.	$998K	0.38%	0.00%	Not reported	Q4 2019
VMCVulcan Materials CO	$991K	0.38%	0.00%	-23.7%	Q4 2019
HDHome Depot, Inc.	$937K	0.36%	0.00%	-29.6%	Q4 2019
MAMastercard Inc	$861K	0.33%	0.00%	+170.8%	Q1 2020
MNSTMonster Beverage Corp	$858K	0.33%	0.00%	Not reported	Q4 2019
NXPINXP Semiconductors N.V.	$820K	0.32%	0.00%	Not reported	Q4 2019
URIUnited Rentals, Inc.	$811K	0.31%	0.00%	Not reported	Q4 2019
CBChubb Ltd	$745K	0.29%	0.00%	-2.7%	Q4 2019
COSTCostco Wholesale Corp	$739K	0.28%	0.00%	-43.8%	Q4 2019
INTCIntel Corp	$734K	0.28%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$708K	0.27%	0.00%	Not reported	Q4 2019
RITMRithm Capital Corp.	$699K	0.27%	0.01%	+19.0%	Q2 2020
AMATApplied Materials Inc	$690K	0.27%	0.00%	-18.9%	Q4 2019
AMDAdvanced Micro Devices Inc	$677K	0.26%	0.00%	Not reported	Q2 2020
XOMExxonMobil Holdings Corp	$670K	0.26%	0.00%	-35.4%	Q4 2019
ETGEaton Vance Tax-Advantaged Global Dividend Income Fund	$668K	0.26%	Not reported	+14.3%	Q3 2021

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