1776 Wealth LLC
153 holdingsFiling period: 2026-06-30Current AUM: $304.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 123.7K | $35.8M | $41.0M | 13.47% | -782 | 2026-06-30 |
| 2 | AMZN | AMAZON COM INCORPORATED | 96.6K | $23.0M | $24.0M | 7.89% | -484 | 2026-06-30 |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | 148.6K | $17.3M | $25.6M | 8.43% | +1.7K | 2026-06-30 |
| 4 | BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | 537.4K | $14.3M | $17.5M | 5.74% | +178.2K | 2026-06-30 |
| 5 | NVDA | NVIDIA CORPORATION | 64.9K | $13.0M | $13.8M | 4.53% | +1.4K | 2026-06-30 |
| 6 | TSLA | TESLA INCORPORATED | 21.0K | $8.8M | $7.5M | 2.46% | -- | 2026-06-30 |
| 7 | ADBE | ADOBE INCORPORATED | 36.2K | $7.4M | $9.3M | 3.07% | +35 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORPORATION | 19.1K | $7.1M | $9.5M | 3.13% | +414 | 2026-06-30 |
| 9 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 18.1K | $6.5M | $6.2M | 2.05% | -322 | 2026-06-30 |
| 10 | FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 129.2K | $6.2M | $6.3M | 2.08% | -5,856 | 2026-06-30 |
| 11 | FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | 96.0K | $5.7M | $5.7M | 1.88% | -14,009 | 2026-06-30 |
| 12 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 7.5K | $5.2M | $5.2M | 1.72% | -256 | 2026-06-30 |
| 13 | TJX | TJX COMPANIES INCORPORATED NEW | 32.9K | $5.0M | $4.1M | 1.35% | -130 | 2026-06-30 |
| 14 | GS | GOLDMAN SACHS GROUP INCORPORATED | 4.7K | $4.7M | $4.6M | 1.50% | -- | 2026-06-30 |
| 15 | BX | BLACKSTONE INCORPORATED | 39.2K | $4.6M | $5.0M | 1.63% | +2 | 2026-06-30 |
| 16 | FSEP | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | 73.4K | $4.0M | $4.2M | 1.37% | -- | 2026-06-30 |
| 17 | INTC | INTEL CORPORATION | 25.3K | $3.5M | $2.5M | 0.81% | -- | 2026-06-30 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 7.0K | $3.5M | $3.5M | 1.15% | -- | 2026-06-30 |
| 19 | FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | 58.6K | $3.2M | $3.3M | 1.08% | -- | 2026-06-30 |
| 20 | — | EATON CORPORATION PLC SHS (IRELAND) | 6.5K | $2.8M | $2.8M | 0.91% | -103 | 2026-06-30 |
| 21 | V | VISA INCORPORATED COM CLASS A | 8.0K | $2.7M | $3.0M | 0.99% | +179 | 2026-06-30 |
| 22 | LLY | ELI LILLY & COMPANY | 2.2K | $2.7M | $2.5M | 0.84% | -17 | 2026-06-30 |
| 23 | FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 27.6K | $2.6M | $2.7M | 0.89% | -- | 2026-06-30 |
| 24 | KBH | KB HOME | 38.8K | $2.4M | $1.9M | 0.63% | -1,496 | 2026-06-30 |
| 25 | FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND | 124.4K | $2.4M | $2.3M | 0.77% | -369 | 2026-06-30 |
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