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

About 1776 Wealth LLC

Investment Activity

1776 Wealth LLC has $283.73 million in total holdings as of June 30, 2026.
1776 Wealth LLC owns shares of 152 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 3.19% of the portfolio was purchased this quarter.
About 1.17% of the portfolio was sold this quarter.
This quarter, 1776 Wealth LLC has purchased 146 new stocks and bought additional shares in 26 stocks.
1776 Wealth LLC sold shares of 26 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple: $35,773,943
Amazon.com: $23,010,351
PALANTIR TECHNOLOGIES INC: $17,333,422
The Baldwin Insurance Group: $14,284,358
NVIDIA: $12,979,760

Largest New Holdings this Quarter

595112103 - Micron Technology: $404,002 Holding
33740U885 - FT Vest U.S. Equity Buffer ETF - April: $341,997 Holding
747525103 - Qualcomm: $243,923 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $218,302 Holding
33737J174 - First Trust Developed Markets ex-US AlphaDEX Fund: $215,865 Holding

Largest Purchases this Quarter

The Baldwin Insurance Group: 178,219 shares (about $4.74M)
Micron Technology: 350 shares (about $404.00K)
iShares Russell 1000 Growth ETF: 2,904 shares (about $360.59K)
FT Vest U.S. Equity Buffer ETF - April: 7,317 shares (about $342.00K)
NVIDIA: 1,429 shares (about $285.60K)

Largest Sales this Quarter

First Trust Enhanced Short Maturity ETF: 14,009 shares (about $836.76K)
First Trust Value Line Dividend Index Fund: 5,856 shares (about $282.14K)
Apple: 782 shares (about $226.13K)
FT Vest U.S. Equity Buffer ETF - July: 3,450 shares (about $205.41K)
Vanguard Total Stock Market ETF: 519 shares (about $192.05K)

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	$35,773,943	$226,128 â–¼	-0.6%	123,714	12.6%	Technology
AMZN Amazon.com	$23,010,351	$115,308 â–¼	-0.5%	96,585	8.1%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$17,333,422	$194,214 â–²	1.1%	148,600	6.1%	CL A
BRP The Baldwin Insurance Group	$14,284,358	$4,737,061 â–²	49.6%	537,410	5.0%	Finance
NVDA NVIDIA	$12,979,760	$285,597 â–²	2.2%	64,945	4.6%	Technology
TSLA Tesla	$8,840,469		0.0%	21,026	3.1%	Consumer Discretionary
ADBE Adobe	$7,427,098	$7,175 â–²	0.1%	36,228	2.6%	Technology
MSFT Microsoft	$7,139,543	$154,429 â–²	2.2%	19,140	2.5%	Technology
GOOGL Alphabet	$6,465,031	$114,956 â–¼	-1.7%	18,109	2.3%	Communication Services
FVD First Trust Value Line Dividend Index Fund	$6,222,898	$282,143 â–¼	-4.3%	129,159	2.2%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$5,732,428	$836,761 â–¼	-12.7%	95,972	2.0%	ETF
VOO Vanguard S&P 500 ETF	$5,155,196	$175,823 â–¼	-3.3%	7,506	1.8%	ETF
TJX TJX Companies	$4,992,943	$19,716 â–¼	-0.4%	32,921	1.8%	Consumer Discretionary
GS The Goldman Sachs Group	$4,733,212		0.0%	4,680	1.7%	Finance
BX Blackstone	$4,609,024	$235 â–²	0.0%	39,188	1.6%	Finance
FSEP FT Vest U.S. Equity Buffer ETF - September	$4,043,313		0.0%	73,408	1.4%	ETF
INTC Intel	$3,535,850		0.0%	25,323	1.2%	Technology
BRK.B Berkshire Hathaway	$3,491,221		0.0%	6,977	1.2%	Finance
FJAN FT Vest U.S. Equity Buffer ETF - January	$3,227,172		0.0%	58,580	1.1%	ETF
ETN Eaton	$2,759,340	$43,853 â–¼	-1.6%	6,481	1.0%	Industrials
V Visa	$2,743,647	$61,366 â–²	2.3%	8,003	1.0%	Finance
LLY Eli Lilly and Company	$2,691,521	$20,390 â–¼	-0.8%	2,244	0.9%	Healthcare
FTCS First Trust Capital Strength ETF	$2,595,901		0.0%	27,638	0.9%	ETF
KBH KB Home	$2,428,834	$93,629 â–¼	-3.7%	38,808	0.9%	Consumer Discretionary
FPEI First Trust Institutional Preferred Securities and Income ETF	$2,400,054	$7,118 â–¼	-0.3%	124,420	0.8%	ETF
AMD Advanced Micro Devices	$2,363,142		0.0%	4,068	0.8%	Technology
AMAT Applied Materials	$2,336,736	$40,488 â–¼	-1.7%	3,232	0.8%	Technology
GOOG Alphabet	$2,315,867		0.0%	6,585	0.8%	Communication Services
AVGO Broadcom	$2,178,484	$183,964 â–²	9.2%	5,767	0.8%	Technology
EVT Eaton Vance Tax-Advantaged Dividend Income Fund	$2,111,596		0.0%	76,286	0.7%	Finance
FMAY FT Vest U.S. Equity Buffer ETF - May	$1,799,074	$183,156 â–²	11.3%	32,012	0.6%	ETF
FDN First Trust Dow Jones Internet Index Fund	$1,765,979		0.0%	6,683	0.6%	ETF
FDEC FT Vest U.S. Equity Buffer ETF - December	$1,741,265		0.0%	31,969	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$1,699,224	$192,051 â–¼	-10.2%	4,592	0.6%	ETF
EPD Enterprise Products Partners	$1,643,043	$1,213 â–²	0.1%	44,696	0.6%	Energy
SNPS Synopsys	$1,579,915	$33,473 â–¼	-2.1%	3,540	0.6%	Technology
META Meta Platforms	$1,522,724	$104,103 â–²	7.3%	2,706	0.5%	Communication Services
QMAR FT Vest Nasdaq-100 Buffer ETF - March	$1,492,193	$25,022 â–¼	-1.6%	40,075	0.5%	ETF
FMAR FT Vest U.S. Equity Buffer ETF - March	$1,485,647	$59,838 â–¼	-3.9%	28,428	0.5%	ETF
UNH UnitedHealth Group	$1,484,193		0.0%	3,569	0.5%	Healthcare
FJUL FT Vest U.S. Equity Buffer ETF - July	$1,391,152	$205,413 â–¼	-12.9%	23,365	0.5%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$1,282,207	$157,824 â–²	14.0%	15,818	0.5%	ETF
SKYY First Trust Cloud Computing ETF	$1,263,922	$5,921 â–¼	-0.5%	9,393	0.4%	ETF
JPM JPMorgan Chase & Co.	$1,173,010	$655 â–²	0.1%	3,584	0.4%	Finance
FAUG FT Vest U.S. Equity Buffer ETF - August	$1,168,015		0.0%	20,671	0.4%	ETF
VRT Vertiv	$1,141,181	$49,819 â–²	4.6%	3,436	0.4%	Industrials
NREF NexPoint Real Estate Finance	$1,122,185		0.0%	72,399	0.4%	Finance
YDEC FT Vest International Equity Moderate Buffer ETF - December	$1,110,170		0.0%	40,304	0.4%	ETF
FFEB FT Vest U.S. Equity Buffer ETF - February	$1,099,713		0.0%	18,034	0.4%	ETF
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund	$1,076,852	$1,220 â–²	0.1%	52,097	0.4%	Finance
ASML ASML	$1,044,456		0.0%	525	0.4%	Technology
MNST Monster Beverage	$1,032,329		0.0%	10,740	0.4%	Consumer Staples
CRM Salesforce	$1,016,410	$11,123 â–²	1.1%	6,488	0.4%	Technology
NXPI NXP Semiconductors	$1,010,104		0.0%	3,600	0.4%	Technology
NXTG First Trust Indxx NextG ETF	$998,867		0.0%	6,514	0.4%	ETF
FT VEST SMID RISING DIVID ACHIEVERS TARGET	$989,891	$50,359 â–²	5.4%	42,871	0.3%	FT VEST SMID
DLR Digital Realty Trust	$967,936		0.0%	5,390	0.3%	Real Estate
URI United Rentals	$962,957		0.0%	850	0.3%	Industrials
VMC Vulcan Materials	$949,932		0.0%	3,220	0.3%	Materials
CB Chubb	$880,639	$19,426 â–¼	-2.2%	2,584	0.3%	Finance
SHOPIFY INC (CANADA)	$871,193		0.0%	7,630	0.3%	CL A SUB VTG SHS
EME EMCOR Group	$867,225	$128,631 â–²	17.4%	1,045	0.3%	Industrials
FTC First Trust Large Cap Growth AlphaDEX Fund	$845,612		0.0%	4,364	0.3%	ETF
MA Mastercard	$783,754		0.0%	1,526	0.3%	Finance
HD Home Depot	$782,023		0.0%	2,218	0.3%	Consumer Discretionary
XJUN FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June	$774,459		0.0%	17,431	0.3%	ETF
QDEC FT Vest Nasdaq-100 Buffer ETF - December	$767,039		0.0%	21,540	0.3%	ETF
QSPT FT Vest Nasdaq-100 Buffer ETF - September	$752,788		0.0%	21,607	0.3%	ETF
XOM ExxonMobil	$747,733	$16,814 â–¼	-2.2%	5,470	0.3%	Energy
FNOV FT Vest U.S. Equity Buffer ETF - November	$740,308		0.0%	12,657	0.3%	ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$739,616	$48,157 â–²	7.0%	25,157	0.3%	ETF
COST Costco Wholesale	$722,968		0.0%	772	0.3%	Consumer Staples
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund	$716,511	$39,194 â–¼	-5.2%	30,438	0.3%	Finance
PH Parker-Hannifin	$674,397		0.0%	690	0.2%	Industrials
FDL First Trust Morningstar Dividend Leaders Index Fund	$660,900		0.0%	13,582	0.2%	ETF
MCK McKesson	$633,193		0.0%	838	0.2%	Healthcare
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF	$611,430		0.0%	33,773	0.2%	ACTIVE GLOBAL
EWY iShares MSCI South Korea ETF	$594,797		0.0%	2,946	0.2%	ETF
RITM Rithm Capital	$592,349		0.0%	63,083	0.2%	Finance
COIN Coinbase Global	$585,783		0.0%	4,007	0.2%	Finance
HUBS HubSpot	$581,294	$9,125 â–¼	-1.5%	3,185	0.2%	Technology
ISHARES BITCOIN TRUST ETF SHS BEN INT	$577,082		0.0%	17,335	0.2%	SHS BEN INT
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$572,519		0.0%	11,337	0.2%	ETF
DHI D.R. Horton	$570,080		0.0%	3,500	0.2%	Consumer Discretionary
TMO Thermo Fisher Scientific	$564,614	$4,015 â–¼	-0.7%	1,125	0.2%	Healthcare
FEP First Trust Europe AlphaDEX Fund	$561,315		0.0%	9,839	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$541,623		0.0%	2,289	0.2%	ETF
QQQ Invesco QQQ	$539,045		0.0%	732	0.2%	ETF
STRV Strive 500 ETF	$524,441		0.0%	10,858	0.2%	ETF
PANW Palo Alto Networks	$521,761		0.0%	1,530	0.2%	Technology
PGR Progressive	$508,333		0.0%	2,327	0.2%	Finance
RVT Royce Small-Cap Trust	$502,957	$8,275 â–²	1.7%	27,231	0.2%	Finance
IWF iShares Russell 1000 Growth ETF	$480,786	$360,590 â–²	300.0%	3,872	0.2%	ETF
AGD Abrdn Global Dynamic Dividend Fund	$458,848		0.0%	37,890	0.2%	Finance
PWR Quanta Services	$434,904	$20,161 â–²	4.9%	604	0.2%	Industrials
FT VEST INVESTMENT GRADE & TARGET INCOME ETF	$432,196		0.0%	22,382	0.2%	VEST INVESTMENT
IVV iShares Core S&P 500 ETF	$425,370		0.0%	568	0.1%	ETF
ISRG Intuitive Surgical	$418,359	$19,884 â–²	5.0%	1,052	0.1%	Healthcare
NVO Novo Nordisk A/S	$417,605		0.0%	8,711	0.1%	Healthcare
DOCT FT Vest U.S. Equity Deep Buffer ETF - October	$416,386	$81,130 â–¼	-16.3%	8,920	0.1%	ETF

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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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