1776 Wealth LLC
147 holdingsFiling period: 2026-03-31Current AUM: $284.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 124.5K | $31.6M | $38.5M | 13.52% | +274 | 2026-03-31 |
| 2 | PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 146.9K | $21.5M | $18.1M | 6.36% | +9.0K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INCORPORATED | 97.1K | $20.2M | $26.4M | 9.27% | -250 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 63.5K | $11.1M | $12.8M | 4.48% | +2.3K | 2026-03-31 |
| 5 | ADBE | ADOBE INCORPORATED | 36.2K | $8.8M | $9.1M | 3.19% | -738 | 2026-03-31 |
| 6 | BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | 359.2K | $7.9M | $10.0M | 3.50% | -- | 2026-03-31 |
| 7 | TSLA | TESLA INCORPORATED | 21.0K | $7.8M | $6.5M | 2.30% | -- | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORPORATION | 18.7K | $6.9M | $8.7M | 3.06% | +99 | 2026-03-31 |
| 9 | FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | 110.0K | $6.6M | $6.6M | 2.31% | -3,780 | 2026-03-31 |
| 10 | FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 135.0K | $6.3M | $6.8M | 2.38% | -113 | 2026-03-31 |
| 11 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 18.4K | $5.3M | $6.6M | 2.31% | +301 | 2026-03-31 |
| 12 | TJX | TJX COMPANIES INCORPORATED NEW | 33.1K | $5.3M | $5.2M | 1.83% | +1 | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 7.8K | $4.6M | $5.3M | 1.87% | +787 | 2026-03-31 |
| 14 | BX | BLACKSTONE INCORPORATED | 39.2K | $4.5M | $5.0M | 1.76% | +3.1K | 2026-03-31 |
| 15 | GS | GOLDMAN SACHS GROUP INCORPORATED | 4.7K | $4.0M | $4.8M | 1.68% | -- | 2026-03-31 |
| 16 | FSEP | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | 73.4K | $3.7M | $4.1M | 1.43% | -- | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 7.0K | $3.3M | $3.3M | 1.17% | -- | 2026-03-31 |
| 18 | FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | 58.6K | $3.0M | $3.3M | 1.14% | +82 | 2026-03-31 |
| 19 | FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 27.6K | $2.6M | $2.7M | 0.96% | -102 | 2026-03-31 |
| 20 | FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND | 124.8K | $2.4M | $2.4M | 0.84% | -371 | 2026-03-31 |
| 21 | V | VISA INCORPORATED COM CLASS A | 7.8K | $2.4M | $2.9M | 1.01% | -28 | 2026-03-31 |
| 22 | — | EATON CORPORATION PLC SHS (IRELAND) | 6.6K | $2.4M | $2.4M | 0.83% | -- | 2026-03-31 |
| 23 | KBH | KB HOME | 40.3K | $2.1M | $2.2M | 0.78% | +4 | 2026-03-31 |
| 24 | LLY | ELI LILLY & COMPANY | 2.3K | $2.1M | $2.6M | 0.91% | +169 | 2026-03-31 |
| 25 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 6.6K | $1.9M | $2.3M | 0.83% | -- | 2026-03-31 |
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