1776 Wealth LLC Top Holdings and 13F Report (2026)

About 1776 Wealth LLC

Investment Activity

1776 Wealth LLC has $254.32 million in total holdings as of March 31, 2026.
1776 Wealth LLC owns shares of 146 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 5.39% of the portfolio was purchased this quarter.
About 0.66% of the portfolio was sold this quarter.
This quarter, 1776 Wealth LLC has purchased 141 new stocks and bought additional shares in 25 stocks.
1776 Wealth LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple: $31,595,770
PALANTIR TECHNOLOGIES INCORPORATED CLASS A: $21,493,652
Amazon.com: $20,216,561
NVIDIA: $11,077,197
Adobe: $8,797,794

Largest New Holdings this Quarter

05589G102 - The Baldwin Insurance Group: $7,880,651 Holding
33738D879 - FT Vest Rising Dividend Achievers Target Income ETF: $600,910 Holding
464287200 - iShares Core S&P 500 ETF: $371,023 Holding
03743Q108 - APA: $291,902 Holding
56585A102 - Marathon Petroleum: $279,098 Holding

Largest Purchases this Quarter

The Baldwin Insurance Group: 359,191 shares (about $7.88M)
PALANTIR TECHNOLOGIES INCORPORATED CLASS A: 8,994 shares (about $1.32M)
FT Vest Rising Dividend Achievers Target Income ETF: 23,519 shares (about $600.91K)
Vanguard S&P 500 ETF: 787 shares (about $470.27K)
NVIDIA: 2,276 shares (about $396.93K)

Largest Sales this Quarter

First Trust Enhanced Short Maturity ETF: 3,780 shares (about $225.97K)
Adobe: 738 shares (about $179.39K)
Monster Beverage: 2,000 shares (about $144.92K)
First Trust Dow Jones Internet Index Fund: 270 shares (about $63.19K)
ExxonMobil: 348 shares (about $59.04K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$31,595,770	$69,538 â–²	0.2%	124,496	12.4%	Computer and Technology
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	$21,493,652	$1,315,642 â–²	6.5%	146,935	8.5%	CL A
AMZN Amazon.com	$20,216,561	$52,068 â–¼	-0.3%	97,069	7.9%	Retail/Wholesale
NVDA NVIDIA	$11,077,197	$396,935 â–²	3.7%	63,516	4.4%	Computer and Technology
ADBE Adobe	$8,797,794	$179,393 â–¼	-2.0%	36,193	3.5%	Computer and Technology
BRP The Baldwin Insurance Group	$7,880,651	$7,880,651 â–²	New Holding	359,191	3.1%	Finance
TSLA Tesla	$7,816,416		0.0%	21,026	3.1%	Auto/Tires/Trucks
MSFT Microsoft	$6,931,715	$36,646 â–²	0.5%	18,726	2.7%	Computer and Technology
FTSM First Trust Enhanced Short Maturity ETF	$6,574,664	$225,968 â–¼	-3.3%	109,981	2.6%	Manufacturing
FVD First Trust Value Line Dividend Index Fund	$6,349,765	$5,314 â–¼	-0.1%	135,015	2.5%	ETF
GOOGL Alphabet	$5,299,911	$86,554 â–²	1.7%	18,431	2.1%	Computer and Technology
TJX TJX Companies	$5,278,286	$160 â–²	0.0%	33,051	2.1%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$4,638,183	$470,272 â–²	11.3%	7,762	1.8%	ETF
BX Blackstone	$4,505,948	$351,176 â–²	8.5%	39,186	1.8%	Finance
GS The Goldman Sachs Group	$3,959,233		0.0%	4,680	1.6%	Finance
FSEP FT Vest U.S. Equity Buffer ETF - September	$3,694,625		0.0%	73,408	1.5%	ETF
BRK.B Berkshire Hathaway	$3,343,378		0.0%	6,977	1.3%	Finance
FJAN FT Vest U.S. Equity Buffer ETF - January	$2,953,018	$4,134 â–²	0.1%	58,580	1.2%	ETF
FTCS First Trust Capital Strength ETF	$2,563,701	$9,462 â–¼	-0.4%	27,638	1.0%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$2,370,982	$7,049 â–¼	-0.3%	124,789	0.9%	ETF
V Visa	$2,364,638	$8,462 â–¼	-0.4%	7,824	0.9%	Business Services
ETN Eaton	$2,354,899		0.0%	6,584	0.9%	Industrials
KBH KB Home	$2,085,706	$207 â–²	0.0%	40,304	0.8%	Construction
LLY Eli Lilly and Company	$2,079,600	$155,441 â–²	8.1%	2,261	0.8%	Medical
GOOG Alphabet	$1,888,973		0.0%	6,585	0.7%	Computer and Technology
EVT Eaton Vance Tax-Advantaged Dividend Income Fund	$1,872,821		0.0%	76,286	0.7%	Financial Services
EPD Enterprise Products Partners	$1,690,066	$1,287 â–²	0.1%	44,663	0.7%	Energy
VTI Vanguard Total Stock Market ETF	$1,639,660	$1,925 â–¼	-0.1%	5,111	0.6%	ETF
AVGO Broadcom	$1,634,213		0.0%	5,280	0.6%	Computer and Technology
FDEC FT Vest U.S. Equity Buffer ETF - December	$1,589,499		0.0%	31,969	0.6%	ETF
FDN First Trust Dow Jones Internet Index Fund	$1,564,022	$63,188 â–¼	-3.9%	6,683	0.6%	ETF
FMAY FT Vest U.S. Equity Buffer ETF - May	$1,518,161	$211 â–¼	0.0%	28,753	0.6%	ETF
FJUL FT Vest U.S. Equity Buffer ETF - July	$1,467,317		0.0%	26,815	0.6%	ETF
META Meta Platforms	$1,442,340	$114,426 â–²	8.6%	2,521	0.6%	Computer and Technology
FMAR FT Vest U.S. Equity Buffer ETF - March	$1,433,995	$89,852 â–²	6.7%	29,573	0.6%	ETF
SNPS Synopsys	$1,433,275	$19,824 â–¼	-1.4%	3,615	0.6%	Computer and Technology
QMAR FT Vest Nasdaq-100 Buffer ETF - March	$1,369,914	$12,070 â–¼	-0.9%	40,747	0.5%	ETF
CRM Salesforce	$1,197,861	$28,000 â–¼	-2.3%	6,417	0.5%	Computer and Technology
AMAT Applied Materials	$1,123,806	$8,545 â–¼	-0.8%	3,288	0.4%	Computer and Technology
INTC Intel	$1,117,504		0.0%	25,323	0.4%	Computer and Technology
FAUG FT Vest U.S. Equity Buffer ETF - August	$1,070,406		0.0%	20,671	0.4%	ETF
YDEC FT Vest International Equity Moderate Buffer ETF - December	$1,059,995		0.0%	40,304	0.4%	ETF
JPM JPMorgan Chase & Co.	$1,053,641	$588 â–²	0.1%	3,582	0.4%	Finance
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund	$1,044,411	$1,887 â–¼	-0.2%	52,038	0.4%	Financial Services
SKYY First Trust Cloud Computing ETF	$1,032,030	$12,686 â–¼	-1.2%	9,437	0.4%	Manufacturing
FFEB FT Vest U.S. Equity Buffer ETF - February	$1,007,201	$61,435 â–²	6.5%	18,034	0.4%	ETF
NREF NexPoint Real Estate Finance	$975,215		0.0%	72,399	0.4%	Finance
DLR Digital Realty Trust	$971,332	$15,318 â–¼	-1.6%	5,390	0.4%	Finance
UNH UnitedHealth Group	$965,736	$37,071 â–¼	-3.7%	3,569	0.4%	Medical
XOM ExxonMobil	$948,908	$59,042 â–¼	-5.9%	5,593	0.4%	Energy
RDVY First Trust Rising Dividend Achievers ETF	$947,112	$9,901 â–²	1.1%	13,871	0.4%	Manufacturing
SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)	$905,071	$173,067 â–²	23.6%	7,630	0.4%	COM
FT VEST SMID RISING DIVID ACHIEVERS TARGET	$882,973	$27,060 â–¼	-3.0%	40,690	0.3%	ETF
VMC Vulcan Materials	$876,806		0.0%	3,220	0.3%	Construction
CB Chubb	$860,781	$326 â–²	0.0%	2,641	0.3%	Finance
AMD Advanced Micro Devices	$827,553		0.0%	4,068	0.3%	Computer and Technology
VRT Vertiv	$823,406	$12,529 â–²	1.5%	3,286	0.3%	Computer and Technology
HUBS HubSpot	$789,664	$63,222 â–²	8.7%	3,235	0.3%	Computer and Technology
MNST Monster Beverage	$778,220	$144,920 â–¼	-15.7%	10,740	0.3%	Consumer Staples
COST Costco Wholesale	$769,244		0.0%	772	0.3%	Retail/Wholesale
MA Mastercard	$762,481		0.0%	1,526	0.3%	Business Services
XJUN FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June	$748,878		0.0%	17,431	0.3%	ETF
HD Home Depot	$729,478		0.0%	2,218	0.3%	Retail/Wholesale
NXTG First Trust Indxx NextG ETF	$729,057		0.0%	6,514	0.3%	Manufacturing
MCK McKesson	$725,172		0.0%	838	0.3%	Medical
NXPI NXP Semiconductors	$708,696		0.0%	3,600	0.3%	Computer and Technology
COIN Coinbase Global	$699,662	$5,238 â–²	0.8%	4,007	0.3%	Finance
ASML ASML	$693,436		0.0%	525	0.3%	Computer and Technology
FDL First Trust Morningstar Dividend Leaders Index Fund	$689,966		0.0%	13,582	0.3%	ETF
QDEC FT Vest Nasdaq-100 Buffer ETF - December	$677,648		0.0%	21,540	0.3%	ETF
FNOV FT Vest U.S. Equity Buffer ETF - November	$675,829		0.0%	12,657	0.3%	ETF
FTC First Trust Large Cap Growth AlphaDEX Fund	$672,678		0.0%	4,364	0.3%	ETF
ISHARES BITCOIN TRUST ETF SHS BEN INT	$666,011		0.0%	17,335	0.3%	ETF
QSPT FT Vest Nasdaq-100 Buffer ETF - September	$661,505		0.0%	21,607	0.3%	ETF
EME EMCOR Group	$657,096	$110,747 â–²	20.3%	890	0.3%	Construction
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund	$645,912		0.0%	32,103	0.3%	Financial Services
URI United Rentals	$619,276		0.0%	850	0.2%	Construction
PH Parker-Hannifin	$617,716		0.0%	690	0.2%	Industrials
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$600,910	$600,910 â–²	New Holding	23,519	0.2%	ETF
RITM Rithm Capital	$598,027		0.0%	63,083	0.2%	Finance
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF	$575,299		0.0%	33,773	0.2%	ETF
TMO Thermo Fisher Scientific	$556,903		0.0%	1,133	0.2%	Medical
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$552,225		0.0%	11,337	0.2%	ETF
FEP First Trust Europe AlphaDEX Fund	$537,308		0.0%	9,839	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$492,272		0.0%	2,289	0.2%	ETF
DHI D.R. Horton	$480,270		0.0%	3,500	0.2%	Construction
DOCT FT Vest U.S. Equity Deep Buffer ETF - October	$462,857		0.0%	10,658	0.2%	ETF
ISRG Intuitive Surgical	$461,912	$15,213 â–¼	-3.2%	1,002	0.2%	Medical
PGR Progressive	$461,304	$10,705 â–¼	-2.3%	2,327	0.2%	Finance
STRV Strive 500 ETF	$455,710		0.0%	10,858	0.2%	ETF
RVT Royce Small-Cap Trust	$444,598	$7,885 â–²	1.8%	26,783	0.2%	Finance
FT VEST INVESTMENT GRADE & TARGET INCOME ETF	$438,240		0.0%	22,382	0.2%	ETF
SPGI S&P Global	$430,019		0.0%	1,011	0.2%	Finance
QQQ Invesco QQQ	$422,496		0.0%	732	0.2%	Finance
IWF iShares Russell 1000 Growth ETF	$412,755		0.0%	968	0.2%	ETF
OKE ONEOK	$411,275		0.0%	4,550	0.2%	Energy
AGD Abrdn Global Dynamic Dividend Fund	$409,212		0.0%	37,890	0.2%	Financial Services
FTA First Trust Large Cap Value AlphaDEX Fund	$390,086		0.0%	4,224	0.2%	Manufacturing
LMBS First Trust Low Duration Opportunities ETF	$382,292		0.0%	7,675	0.2%	Manufacturing
WALMART INCORPORATED	$378,184		0.0%	3,043	0.1%	COM

Showing largest 100 holdings. View all holdings.

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1776 Wealth LLC Top Holdings and 13F Report (2026)

About 1776 Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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1776 Wealth LLC Top Holdings and 13F Report (2026)

About 1776 Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of1776 Wealth LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools