Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
1776 Wealth LLC (CIK 1803140) reported $254.3M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($31.6M, 12.42%), PLTR ($21.5M, 8.45%), AMZN ($20.2M, 7.95%), NVDA ($11.1M, 4.36%), ADBE ($8.8M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | $31.6M | 12.42% | 124,496 | Added |
| 2 | PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $21.5M | 8.45% | 146,935 | Added |
| 3 | AMZN | AMAZON COM INCORPORATED | $20.2M | 7.95% | 97,069 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $11.1M | 4.36% | 63,516 | Added |
| 5 | ADBE | ADOBE INCORPORATED | $8.8M | 3.46% | 36,193 | Trimmed |
| 6 | BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | $7.9M | 3.10% | 359,191 | New |
| 7 | TSLA | TESLA INCORPORATED | $7.8M | 3.07% | 21,026 | Hold |
| 8 | MSFT | MICROSOFT CORPORATION | $6.9M | 2.73% | 18,726 | Added |
| 9 | FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $6.6M | 2.59% | 109,981 | Trimmed |
| 10 | FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $6.3M | 2.50% | 135,015 | Trimmed |
| 11 | TJX | TJX COMPANIES INCORPORATED NEW | $5.3M | 2.08% | 33,051 | Added |
| 12 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $5.3M | 2.08% | 18,431 | Added |
| 13 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $4.6M | 1.82% | 7,762 | Added |
| 14 | BX | BLACKSTONE INCORPORATED | $4.5M | 1.77% | 39,186 | Added |
| 15 | GS | GOLDMAN SACHS GROUP INCORPORATED | $4.0M | 1.56% | 4,680 | Hold |
| 16 | FSEP | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | $3.7M | 1.45% | 73,408 | Hold |
| 17 | BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $3.3M | 1.31% | 6,977 | Hold |
| 18 | FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | $3.0M | 1.16% | 58,580 | Added |
| 19 | FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $2.6M | 1.01% | 27,638 | Trimmed |
| 20 | ETN | EATON CORPORATION PLC SHS (IRELAND) | $2.4M | 0.93% | 6,584 | Hold |
| 21 | V | VISA INCORPORATED COM CLASS A | $2.4M | 0.93% | 7,824 | Trimmed |
| 22 | FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND | $2.4M | 0.93% | 124,789 | Trimmed |
| 23 | LLY | ELI LILLY & COMPANY | $2.1M | 0.82% | 2,261 | Added |
| 24 | KBH | KB HOME | $2.1M | 0.82% | 40,304 | Added |
| 25 | EVT | EATON VANCE TAX ADVT DIV INCM | $1.9M | 0.74% | 76,286 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31