1776 Wealth LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, 1776 Wealth LLC held in its portfolio 141 assets valued at $265,632,470 (i.e. $265.63M).

The most valuable assets in the portfolio included: APPLE INCORPORATED ($33.77M), PALANTIR TECHNOLOGIES INCORPORATED CLASS A ($24.52M), and AMAZON COM INCORPORATED ($22.46M).

The chart below shows the top 10 valuable assets, and the table below shows the top 141 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in 1776 Wealth LLC Portfolio
APPLE INCORPORATED
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
AMAZON COM INCORPORATED
ADOBE INCORPORATED
NVIDIA CORPORATION
TESLA INCORPORATED
MICROSOFT CORPORATION
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
ALPHABET INCORPORATED CAP STK CLASS A
1776 Wealth LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INCORPORATED 124222 33770914 COM
PALANTIR TECHNOLOGIES INCORPORATED CLASS A 137941 24519013 COM
AMAZON COM INCORPORATED 97319 22463177 COM
ADOBE INCORPORATED 36931 12925481 COM
NVIDIA CORPORATION 61240 11421266 COM
TESLA INCORPORATED 21026 9455813 COM
MICROSOFT CORPORATION 18627 9006494 COM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT 113761 6817697 ETF
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 135128 6226687 ETF
ALPHABET INCORPORATED CAP STK CLASS A 18130 5674800 COM
BLACKSTONE INCORPORATED 36132 5569328 COM
TJX COMPANIES INCORPORATED NEW 33050 5076786 COM
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 6975 4374232 ETF
GOLDMAN SACHS GROUP INCORPORATED 4680 4113720 COM
FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER 73408 3784916 ETF
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 6977 3506989 COM
FT VEST U.S. EQUITY BUFFER - JANUARY 58498 3027272 ETF
VISA INCORPORATED COM CLASS A 7852 2753869 COM
FIRST TRUST CAPITAL STRENGTH ETF 27740 2566272 ETF
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND 125160 2426845 ETF
KB HOME 40300 2273336 COM
ELI LILLY & COMPANY 2092 2248231 COM
EATON CORPORATION PLC SHS (IRELAND) 6584 2097070 SHS
ALPHABET INCORPORATED CAP STK CLASS C 6585 2066373 COM
EATON VANCE TAX ADVT DIV INCM 76286 1920881 COM
FIRST TRUST DOW JONES INTERNET INDEX FUND 6953 1871609 ETF
BROADCOM INCORPORATED 5280 1827408 COM
SALESFORCE INCORPORATED 6567 1739664 COM
SYNOPSYS INCORPORATED 3665 1721524 COM
VANGUARD TOTAL STOCK MARKET ETF 5117 1715577 ETF
FT VEST U.S. EQUITY BUFFER ETF - DECEMBER 31969 1636263 ETF
FT VEST U.S. EQUITY BUFFER ETF - MAY 28757 1537062 ETF
META PLATFORMS INCORPORATED CLASS A 2321 1532069 COM
FT VEST U.S. EQUITY BUFFER ETF - JULY 26815 1499382 ETF
ENTERPRISE PRODUCTS PARTNERS L P 44629 1430804 COM
FT VEST NASDAQ-100 BUFFER ETF - MARCH 41106 1356560 ETF
FT VEST U.S. EQUITY BUFFER ETF - MARCH 27720 1315730 ETF
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 9553 1242654 ETF
UNITEDHEALTH GROUP INCORPORATED 3706 1223388 COM
HUBSPOT INCORPORATED 2976 1194269 COM
JPMORGAN CHASE & COMPANY. 3580 1153592 COM
FT VEST U.S. EQUITY BUFFER ETF - AUGUST 20671 1094529 ETF
FLAHERTY & CRUMRINE DYNAMIC PF SHS 52132 1083821 SHS
FT VEST INTL EQUITY MODERATE BUFFER ETF DEC 40304 1055562 ETF
NEXPOINT REAL ESTATE FIN INCORPORATED REIT 72399 1019378 COM
SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) 6171 993346 COM
MONSTER BEVERAGE CORPORATION NEW 12740 976776 COM
FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY 16934 958803 ETF
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 13726 953545 ETF
INTEL CORPORATION 25323 934419 COM
VULCAN MATLS COMPANY 3220 918408 COM
FT VEST SMID RISING DIVID ACHIEVERS TARGET 41937 899968 ETF
COINBASE GLOBAL INCORPORATED COM CLASS A 3977 899359 COM
ADVANCED MICRO DEVICES INCORPORATED 4068 871203 COM
MASTERCARD INCORPORATED CLASS A 1526 871163 COM
ISHARES BITCOIN TRUST ETF SHS BEN INT 17335 860683 ETF
APPLIED MATLS INCORPORATED 3313 851408 COM
DIGITAL RLTY TR INCORPORATED REIT 5475 847037 COM
CHUBB LIMITED (SWITZERLAND) 2640 824146 COM
NXP SEMICONDUCTORS N V (NETHERLANDS) 3600 781416 COM
HOME DEPOT INCORPORATED 2218 763214 COM
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE 17431 748651 ETF
EATON VANCE TX ADV GLBL DIV FD 32103 741579 COM
EXXON MOBIL CORPORATION 5941 714940 COM
FIRST TRUST INDXX NEXTG ETF 6514 701981 ETF
FT VEST NASDAQ-100 BUFFER ETF - DECEMBER 21540 700696 ETF
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 4364 697700 ETF
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 12657 693983 ETF
UNITED RENTALS INCORPORATED 850 687922 COM
RITHM CAPITAL CORPORATION COM NEW REIT 63083 687605 COM
MCKESSON CORPORATION 838 687403 COM
FT VEST NASDAQ-100 BUFFER ETF SEP 21607 684492 ETF
COSTCO WHOLESALE CORPORATION NEW 772 665726 COM
THERMO FISHER SCIENTIFIC INCORPORATED 1133 656517 COM
PARKER-HANNIFIN CORPORATION 690 606482 COM
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 13582 602226 ETF
INTUITIVE SURGICAL INCORPORATED COM NEW 1035 586183 COM
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) 525 561677 SHS
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 11337 557214 ETF
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF 33773 557173 ETF
PROGRESSIVE CORPORATION 2381 542201 COM
FIRST TRUST EUROPE ALPHADEX FUND 9839 528892 ETF
S&P GLOBAL INCORPORATED 1011 528338 COM
VERTIV HOLDINGS COMPANY COM CLASS A 3236 524264 COM
D R HORTON INCORPORATED 3500 504105 COM
VANGUARD DIVIDEND APPRECIATION ETF 2289 503076 ETF
ORACLE CORPORATION 2549 496826 COM
CAPITAL ONE FINL CORPORATION 2000 484720 COM
EA SER TR STRIVE 500 ETF 10858 478675 ETF
FT VEST US EQUITY DEEP BFFR ETF OCT 10658 472043 ETF
INTUIT 709 469656 COM
ISHARES TR RUS 1000 GRW ETF 968 458154 ETF
EMCOR GROUP INCORPORATED 740 452725 COM
FT VEST INVESTMENT GRADE & TARGET INCOME ETF 22382 450326 ETF
INVESCO QQQ TR 732 449675 ETF
NOVO-NORDISK A S ADR (DENMARK) 8711 443216 ADR
ABRDN GLOBAL DYNAMIC DIVIDEND 37890 441797 COM
SERVICENOW INCORPORATED 2870 439655 COM
ROYCE SMALL CAP TRUST INCORPORATED 26308 423559 COM
FIRST TRUST LOW DURATION OPPORTUNITIES ETF 7675 383673 ETF
ISHARES TR S&P 500 GRWT ETF 3000 369780 ETF
AMERICAN TOWER CORPORATION NEW REIT 2075 364308 COM
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 4224 363888 ETF
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER 9649 361218 ETF
WALMART INCORPORATED 3043 339021 COM
ONEOK INCORPORATED NEW 4550 334425 COM
FLEXSHARES ULTRA-SHORT INCOME 4413 332608 SHS
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 7985 330739 ETF
VANGUARD HIGH DIVIDEND YIELD ETF 2270 325790 ETF
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT 12339 320998 ETF
TRANSDIGM GROUP INCORPORATED 238 316504 COM
CLOUDFLARE INCORPORATED CLASS A COM 1527 301048 COM
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 7560 299374 ETF
NUVEEN REAL ASSET INCOME & GRO 21956 298821 COM
ISHARES INCORPORATED MSCI STH KOR ETF 2946 286410 ETF
INTERCONTINENTAL EXCHANGE INCORPORATED 1752 283754 COM
PALO ALTO NETWORKS INCORPORATED 1530 281826 COM
UNITED PARCEL SERVICE INCORPORATED CLASS B 2753 273070 COM
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 7105 272264 ETF
FIRST TRUST ENERGY ALPHADEX FUND 16400 270108 ETF
ROYCE GLOBAL TRUST INCORPORATED 20391 267326 COM
WASTE MGMT INCORPORATED DEL 1165 255881 COM
F5 INCORPORATED 1000 255260 COM
BARRON FIRST PRINCIPLES ETF 10182 254637 COM
OREILLY AUTOMOTIVE INCORPORATED 2790 254476 COM
BARON SMID CAP ETF 10325 249659 COM
ISHARES TR RUSSELL 2000 ETF 1000 246160 ETF
QUANTA SVCS INCORPORATED 576 243107 COM
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 13250 241415 ETF
FIRST TRUST MID CAP GROWTH ALPHADEX FUND 2642 240935 ETF
ABBOTT LABS 1897 237675 COM
ABBVIE INCORPORATED 1021 233288 COM
MOTOROLA SOLUTIONS INCORPORATED COM NEW 597 228842 COM
CHIPOTLE MEXICAN GRILL INCORPORATED 6178 228586 COM
AMERIPRISE FINL INCORPORATED 463 227027 COM
QUALCOMM INCORPORATED 1320 225786 COM
FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH 5219 217396 ETF
VANGUARD SMALL-CAP GROWTH ETF 672 203018 ETF
CISCO SYSTEMS INCORPORATED 2622 201973 COM
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 10912 128543 COM
ARBOR REALTY TRUST INCORPORATED REIT 13737 106599 COM