1776 Wealth LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), 1776 Wealth LLC reported 146 stock positions worth $254.3 million. Its top holding was Apple (AAPL) at 12.4% of the portfolio, followed by Palantir Technologies Class A (PLTR, 8.5%) and Amazon.com (AMZN, 7.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 3, added to 25 and reduced 27. The biggest buy was a new position in Baldwin Insurance Group Inc./ (BWIN) and the biggest sale Adobe (ADBE, shares −2%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001803140
Portfolio Value
$254.3M (Q1 2026)
SEC Filing
0001803140-26-000002 ↗ filed May 8, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $211.3M Q1 2024 Q2 2024: $222.0M Q2 2024 Q3 2024: $221.2M Q3 2024 Q4 2024: $217.6M Q4 2024 Q1 2025: $217.7M Q1 2025 Q2 2025: $242.8M Q2 2025 Q3 2025: $259.4M Q3 2025 Q4 2025: $265.6M Q4 2025 Q1 2026: $254.3M $254.3M Q1 2026 Q2 2026: $283.7M Q2 2026

Holdings 146 stocks · $254.3M
AAPL Apple Inc. 12.42% 124,496 $31.6M Add +0.2%
PLTR Palantir Technologies Inc. Class A 8.45% 146,935 $21.5M Add +6.5%
AMZN Amazon.com Inc. 7.95% 97,069 $20.2M Reduce -0.3%
NVDA Nvidia Corp. 4.36% 63,516 $11.1M Add +3.7%
ADBE Adobe Inc. 3.46% 36,193 $8.8M Reduce -2.0%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 3.10% 359,191 $7.9M New
TSLA Tesla Inc. 3.07% 21,026 $7.8M No change
MSFT Microsoft Corp. 2.73% 18,726 $6.9M Add +0.5%
FTSM First Trust Enh Short Mat FD 2.59% 109,981 $6.6M Reduce -3.3%
FVD First Trust Value Line DVD 2.50% 135,015 $6.3M Reduce -0.1%
GOOGL Alphabet Inc. Class A 2.08% 18,431 $5.3M Add +1.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.08% 33,051 $5.3M Add +0.0%
VOO Vanguard S&P 500 ETF 1.82% 7,762 $4.6M Add +11.3%
BX Blackstone Inc. 1.77% 39,186 $4.5M Add +8.4%
GS Goldman Sachs Group Inc. 1.56% 4,680 $4.0M No change
FSEP FT Vest U.S. Equity Buffer E 1.45% 73,408 $3.7M No change
BRK.B Berkshire Hathaway Inc. Class B 1.31% 6,977 $3.3M No change
FJAN FT Vest U.S. Equity Buffer E 1.16% 58,580 $3.0M Add +0.1%
FTCS First Trust Capital Strength 1.01% 27,638 $2.6M Reduce -0.4%
FPEI First Trust Institutional PR 0.93% 124,789 $2.4M Reduce -0.3%
V Visa Inc. Class A 0.93% 7,824 $2.4M Reduce -0.4%
ETN Eaton Corp. PLC 0.93% 6,584 $2.4M No change
KBH KB Home 0.82% 40,304 $2.1M Add +0.0%
LLY Eli Lilly & Co. 0.82% 2,261 $2.1M Add +8.1%
GOOG Alphabet Inc. Class C 0.74% 6,585 $1.9M No change
XEVTX Eaton Vance Tax-Adv DVD Inc. 0.74% 76,286 $1.9M No change
EPD Enterprise Products Partners 0.66% 44,663 $1.7M Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.64% 5,111 $1.6M Reduce -0.1%
AVGO Broadcom Inc. 0.64% 5,280 $1.6M No change
FDEC FT Vest U.S. Equity Buffer E 0.63% 31,969 $1.6M No change
FDN First Trust DJ Internet Ind 0.61% 6,683 $1.6M Reduce -3.9%
FMAY FT Vest US Equity Buffer ETF 0.60% 28,753 $1.5M Reduce -0.0%
FJUL FT Vest US Equity Buffer ETF 0.58% 26,815 $1.5M No change
META Meta Platforms Inc. Class A 0.57% 2,521 $1.4M Add +8.6%
FMAR FT Vest US Equity Buffer ETF 0.56% 29,573 $1.4M Add +6.7%
SNPS Synopsys Inc. 0.56% 3,615 $1.4M Reduce -1.4%
QMAR FT Vest Nasdaq-100 Buffer Et 0.54% 40,747 $1.4M Reduce -0.9%
CRM Salesforce Inc. 0.47% 6,417 $1.2M Reduce -2.3%
AMAT Applied Materials Inc. 0.44% 3,288 $1.1M Reduce -0.8%
INTC Intel Corp. 0.44% 25,323 $1.1M No change
FAUG FT Vest U.S. Equity Buffer E 0.42% 20,671 $1.1M No change
YDEC FT Vest International Equity 0.42% 40,304 $1.1M No change
JPM JPMorgan Chase & Co. 0.41% 3,582 $1.1M Add +0.1%
DFP Flaherty & Crumrine DYN Pref 0.41% 52,038 $1.0M Reduce -0.2%
SKYY First Trust Cloud Computing 0.41% 9,437 $1.0M Reduce -1.2%
FFEB FT Vest US Equity Buffer ETF 0.40% 18,034 $1.0M Add +6.5%
NREF Nexpoint Real Estate Finance 0.38% 72,399 $975K No change
DLR Digital Realty Trust Inc. 0.38% 5,390 $971K Reduce -1.6%
UNH Unitedhealth Group Inc. 0.38% 3,569 $966K Reduce -3.7%
XOM Exxon Mobil Corp. 0.37% 5,593 $949K Reduce -5.9%
RDVY First Trust Rising Dividend 0.37% 13,871 $947K Add +1.1%
SHOP Shopify Inc. Class A 0.36% 7,630 $905K Add +23.6%
SDVD FT Vest Smid Rising Dividend 0.35% 40,690 $883K Reduce -3.0%
VMC Vulcan Materials Co. 0.34% 3,220 $877K No change
CB Chubb Ltd. 0.34% 2,641 $861K Add +0.0%
AMD Advanced Micro Devices 0.33% 4,068 $828K No change
VRT Vertiv Holdings Co. Class A 0.32% 3,286 $823K Add +1.6%
HUBS HubSpot Inc. 0.31% 3,235 $790K Add +8.7%
MNST Monster Beverage Corp. 0.31% 10,740 $778K Reduce -15.7%
COST Costco Wholesale Corp. 0.30% 772 $769K No change
MA Mastercard Inc. Class A 0.30% 1,526 $762K No change
XJUN FT Vest U.S. Equity Enhance 0.29% 17,431 $749K No change
HD Home Depot Inc. 0.29% 2,218 $729K No change
NXTG First Trust Indxx Nextg ETF 0.29% 6,514 $729K No change
MCK McKesson Corp. 0.29% 838 $725K No change
NXPI NXP Semiconductors NV 0.28% 3,600 $709K No change
COIN Coinbase Global Inc. Class A 0.28% 4,007 $700K Add +0.8%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.27% 525 $693K No change
FDL First Trust Morn DVD Lead Inc. 0.27% 13,582 $690K No change
QDEC FT Vest Nasdaq-100 Buffer Et 0.27% 21,540 $678K No change
FNOV FT Vest US Equity Buffer ETF 0.27% 12,657 $676K No change
FTC First Trust Large Cap Growth 0.26% 4,364 $673K No change
IBIT iShares Bitcoin Trust ETF 0.26% 17,335 $666K No change
QSPT FT Vest Nasdaq-100 Buffer Et 0.26% 21,607 $662K No change
EME Emcor Group Inc. 0.26% 890 $657K Add +20.3%
ETG Eaton Vance T/A GL DVD Incm 0.25% 32,103 $646K No change
URI United Rentals Inc. 0.24% 850 $619K No change
PH Parker Hannifin Corp. 0.24% 690 $618K No change
RDVI FT Vest Rising Dividend Achi 0.24% 23,519 $601K New
RITM Rithm Capital Corp. 0.24% 63,083 $598K No change
AGQI First TR Act GLBL QLTY Inc. 0.23% 33,773 $575K No change
TMO Thermo Fisher Scientific Inc. 0.22% 1,133 $557K No change
KNG FT Vest S&P 500 DVD Arst TRG 0.22% 11,337 $552K No change
FEP First Trust Europe 0.21% 9,839 $537K No change
VIG Vanguard Dividend Apprec ETF 0.19% 2,289 $492K No change
DHI D.R. Horton Inc. 0.19% 3,500 $480K No change
DOCT FT Vest U.S. Equity Deep Buf 0.18% 10,658 $463K No change
ISRG Intuitive Surgical Inc. 0.18% 1,002 $462K Reduce -3.2%
PGR Progressive Corp. 0.18% 2,327 $461K Reduce -2.3%
STXF Strive 500 ETF 0.18% 10,858 $456K No change
RVT Royce Small-Cap Trust Inc. 0.17% 26,783 $445K Add +1.8%
LQTI FT Vest Invst GRD TRGT I ETF 0.17% 22,382 $438K No change
SPGI S&P Global Inc. 0.17% 1,011 $430K No change
QQQ Invesco QQQ Trust Series 1 0.17% 732 $422K No change
IWF iShares Russell 1000 Growth 0.16% 968 $413K No change
OKE Oneok Inc. 0.16% 4,550 $411K No change
XAGDX Abrdn GLBL DYNM Divid 0.16% 37,890 $409K No change
FTA First Trust L C Val Alp 0.15% 4,224 $390K No change
LMBS First Trust Low Duration Opp 0.15% 7,675 $382K No change
WMT Walmart Inc. 0.15% 3,043 $378K No change
ORCL Oracle Corp. 0.15% 2,549 $375K No change
IVV iShares Core S&P 500 ETF 0.15% 568 $371K New
FXN First Trust Energy Alphadex 0.14% 16,400 $368K No change
COF Capital One Financial Corp. 0.14% 2,000 $365K No change
EWY iShares MSCI South Korea ETF 0.14% 2,946 $362K No change
XAUG FT Vest US Equity Enhance & 0.14% 9,649 $358K No change
AMT American Tower Corp. 0.14% 2,075 $358K No change
IVW iShares S&P 500 Growth ETF 0.13% 3,000 $339K No change
KJAN Innovator U.S. Small Cap Pow 0.13% 7,985 $333K No change
RAVI NT Ultrashrt Fi ETF 0.13% 4,413 $333K No change
VYM Vanguard High DVD Yield ETF 0.13% 2,223 $329K Reduce -2.1%
NOW ServiceNow Inc. 0.13% 3,120 $326K Add +8.7%
YSEP FT VST Int Eq MB ETF-Usd Inc. 0.13% 12,339 $323K No change
NVO Novo-Nordisk A/S-Spons ADR 0.13% 8,711 $320K No change
PWR Quanta Services Inc. 0.12% 576 $316K No change
NET Cloudflare Inc. Class A 0.12% 1,527 $315K No change
INTU Intuit Inc. 0.12% 709 $307K No change
GJUN FT Vest US Equity Moderate B 0.12% 7,560 $298K No change
APA Apa Corp. 0.11% 6,878 $292K New
FFIV F5 Inc. 0.11% 1,000 $289K No change
SDVY First Trust Smid Cap Rising 0.11% 7,099 $280K Reduce -0.1%
MPC Marathon Petroleum Corp. 0.11% 1,143 $279K New
TDG Transdigm Group Inc. 0.11% 238 $276K No change
ICE Intercontinental Exchange Inc. 0.11% 1,752 $276K No change
RGT Royce Global Trust Inc. 0.11% 20,391 $272K No change
UPS United Parcel Service Class B 0.11% 2,753 $271K No change
WM Waste Management Inc. 0.11% 1,165 $268K No change
VEA Vanguard Ftse Developed ETF 0.10% 4,159 $267K New
MSI Motorola Solutions Inc. 0.10% 597 $259K No change
ORLY O'reilly Automotive Inc. 0.10% 2,790 $258K No change
JRI Nuveen Real Asset Inc. & GRW 0.10% 20,756 $255K Reduce -5.5%
IWM iShares Russell 2000 ETF 0.10% 1,000 $248K No change
PANW Palo Alto Networks Inc. 0.10% 1,530 $245K No change
SLB SLB Ltd. filed as SLB LIMITED 0.10% 4,708 $242K New
FNY First Trust Mid Cap Growth 0.09% 2,642 $239K No change
RONB Baron First Principles ETF 0.09% 10,182 $233K No change
FPE FT-Preferred Secur & Inc. ETF 0.09% 12,694 $225K Reduce -4.2%
BCSM Baron Smid Cap ETF 0.09% 10,325 $223K No change
ABBV Abbvie Inc. 0.09% 1,021 $222K No change
DMAR FT Vest US Equity Deep Buffe 0.09% 5,219 $221K No change
JNJ Johnson & Johnson 0.08% 852 $208K New
AMP Ameriprise Financial Inc. 0.08% 463 $206K No change
CSCO Cisco Systems Inc. 0.08% 2,622 $203K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.08% 672 $203K No change
BGB Blackstone Strategic Credit 0.05% 10,912 $122K No change
ABR Arbor Realty Trust Inc. 0.04% 13,737 $106K No change

Portfolio Sells Q4 2025 → Q1 2026
ADBE Adobe Inc. Reduce -2.0% 3.46% −1.41
AMZN Amazon.com Inc. Reduce -0.3% 7.95% −0.51
CRM Salesforce Inc. Reduce -2.3% 0.47% −0.18
V Visa Inc. Class A Reduce -0.4% 0.93% −0.11
FDN First Trust DJ Internet Ind Reduce -3.9% 0.61% −0.09
ABT Abbott Laboratories Sold out 0.00% −0.09
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.09
QCOM Qualcomm Inc. Sold out 0.00% −0.09
SNPS Synopsys Inc. Reduce -1.4% 0.56% −0.08
UNH Unitedhealth Group Inc. Reduce -3.7% 0.38% −0.08
SKYY First Trust Cloud Computing Reduce -1.2% 0.41% −0.06
MNST Monster Beverage Corp. Reduce -15.7% 0.31% −0.06
ISRG Intuitive Surgical Inc. Reduce -3.2% 0.18% −0.04
PGR Progressive Corp. Reduce -2.3% 0.18% −0.02
JRI Nuveen Real Asset Inc. & GRW Reduce -5.5% 0.10% −0.01
FPE FT-Preferred Secur & Inc. ETF Reduce -4.2% 0.09% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.1% 0.64% −0.00
DFP Flaherty & Crumrine DYN Pref Reduce -0.2% 0.41% +0.00
VYM Vanguard High DVD Yield ETF Reduce -2.1% 0.13% +0.01
SDVY First Trust Smid Cap Rising Reduce -0.1% 0.11% +0.01
SDVD FT Vest Smid Rising Dividend Reduce -3.0% 0.35% +0.01
FMAY FT Vest US Equity Buffer ETF Reduce -0.0% 0.60% +0.02
FTSM First Trust Enh Short Mat FD Reduce -3.3% 2.59% +0.02
FPEI First Trust Institutional PR Reduce -0.3% 0.93% +0.02
QMAR FT Vest Nasdaq-100 Buffer Et Reduce -0.9% 0.54% +0.03
FTCS First Trust Capital Strength Reduce -0.4% 1.01% +0.04
DLR Digital Realty Trust Inc. Reduce -1.6% 0.38% +0.06
XOM Exxon Mobil Corp. Reduce -5.9% 0.37% +0.10
AMAT Applied Materials Inc. Reduce -0.8% 0.44% +0.12
FVD First Trust Value Line DVD Reduce -0.1% 2.50% +0.15

Portfolio Buys Q4 2025 → Q1 2026
BWIN Baldwin Insurance Group Inc./ New 3.10% +3.10
RDVI FT Vest Rising Dividend Achi New 0.24% +0.24
VOO Vanguard S&P 500 ETF Add +11.3% 1.82% +0.18
TJX TJX Companies Inc. Add +0.0% 2.08% +0.16
IVV iShares Core S&P 500 ETF New 0.15% +0.15
VRT Vertiv Holdings Co. Class A Add +1.6% 0.32% +0.13
EPD Enterprise Products Partners Add +0.1% 0.66% +0.13
APA Apa Corp. New 0.11% +0.11
MPC Marathon Petroleum Corp. New 0.11% +0.11
VEA Vanguard Ftse Developed ETF New 0.10% +0.10
SLB SLB Ltd. New 0.10% +0.10
EME Emcor Group Inc. Add +20.3% 0.26% +0.09
JNJ Johnson & Johnson New 0.08% +0.08
FMAR FT Vest US Equity Buffer ETF Add +6.7% 0.56% +0.07
NVDA Nvidia Corp. Add +3.7% 4.36% +0.06
FFEB FT Vest US Equity Buffer ETF Add +6.5% 0.40% +0.04
CB Chubb Ltd. Add +0.0% 0.34% +0.03
FJAN FT Vest U.S. Equity Buffer E Add +0.1% 1.16% +0.02
RVT Royce Small-Cap Trust Inc. Add +1.8% 0.17% +0.02
RDVY First Trust Rising Dividend Add +1.1% 0.37% +0.01
META Meta Platforms Inc. Class A Add +8.6% 0.57% −0.01
SHOP Shopify Inc. Class A Add +23.6% 0.36% −0.02
JPM JPMorgan Chase & Co. Add +0.1% 0.41% −0.02
LLY Eli Lilly & Co. Add +8.1% 0.82% −0.03
KBH KB Home Add +0.0% 0.82% −0.04
NOW ServiceNow Inc. Add +8.7% 0.13% −0.04
GOOGL Alphabet Inc. Class A Add +1.7% 2.08% −0.05
COIN Coinbase Global Inc. Class A Add +0.8% 0.28% −0.06
HUBS HubSpot Inc. Add +8.7% 0.31% −0.14
AAPL Apple Inc. Add +0.2% 12.42% −0.29
BX Blackstone Inc. Add +8.4% 1.77% −0.32
MSFT Microsoft Corp. Add +0.5% 2.73% −0.67
PLTR Palantir Technologies Inc. Class A Add +6.5% 8.45% −0.78

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$283.7MAAPL, AMZN, PLTR, BWIN, NVDA
Q1 2026 146$254.3MAAPL, PLTR, AMZN, NVDA, ADBE
Q4 2025 141$265.6MAAPL, PLTR, AMZN, ADBE, NVDA
Q3 2025 140$259.4MAAPL, PLTR, AMZN, ADBE, NVDA
Q2 2025 143$242.8MAAPL, AMZN, PLTR, ADBE, MSFT
Q1 2025 139$217.7MAAPL, AMZN, ADBE, PLTR, FTSM
Q4 2024 140$217.6MAMZN, ADBE, AAPL, PLTR, FTSM
Q3 2024 142$221.2MAAPL, AMZN, ADBE, FTSM, MSFT
Q2 2024 148$222.0MAAPL, AMZN, ADBE, FTSM, MSFT
Q1 2024 135$211.3MAAPL, AMZN, ADBE, FTSM, MSFT