1776 Wealth LLC

CIK

1803140

Location

ATLANTA, GA

Portfolio Value

Small $190,993,806

Diversification

Diversified

Filing Date

Global Rank

#4,306 / 8,622 ▼ 13 · as of Mar 2026

Top Industry

Consumer Electronics 16.6%

3Y Alpha vs SPY

-3.9%

Period ended 4 months ago

Filed May 8, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.8%

SPY

+67.9%

Annualised alpha

-2.7%

Max drawdown

−23.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

88 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.5%

−0.1 pts

Top 5

48.8%

−3.0 pts

Top 10

66.2%

−2.8 pts

HHI

658

Diversified−46

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	48.5%	$92,647,306	23
Consumer Cyclical	19.3%	$36,864,243	7
Financial Services	16.9%	$32,234,415	22
Communication Services	3.5%	$6,742,357	2
Industrials	3.2%	$6,203,002	9
Healthcare	2.9%	$5,539,767	8
Energy	2.0%	$3,863,172	6
Real Estate	1.6%	$3,008,586	5
Consumer Defensive	1.0%	$1,925,647	3
Unclassified	0.6%	$1,088,505	2
Basic Materials	0.5%	$876,806	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+8,994	146,935	$21,493,651
BX	Blackstone Inc.	+3,054	39,186	$4,505,998
NVDA	Nvidia Corp	+2,276	63,516	$11,077,190
SHOP	Shopify Inc.	+1,459	7,630	$905,070
RVT	Royce Small-Cap Trust, Inc.	+475	26,783	$444,597
GOOGL	Alphabet Inc.	+301	18,431	$5,300,018
AAPL	Apple Inc.	+274	124,496	$31,595,839
HUBS	Hubspot Inc	+259	3,235	$789,663
NOW	ServiceNow, Inc.	+250	3,120	$326,196
META	Meta Platforms, Inc.	+200	2,521	$1,442,339
LLY	ELI LILLY & Co	+169	2,261	$2,079,599
EME	EMCOR Group, Inc.	+150	890	$657,095
MSFT	Microsoft Corp	+99	18,726	$6,931,803
VRT	Vertiv Holdings Co	+50	3,286	$823,405
EPD	Enterprise Products Partners L.P.	+34	44,663	$1,690,047
COIN	Coinbase Global, Inc.	+30	4,007	$699,662
KBH	Kb Home	+4	40,304	$2,085,732
JPM	Jpmorgan Chase & Co	+2	3,582	$1,053,681
TJX	Tjx Companies Inc /De/	+1	33,051	$5,278,244
CB	Chubb Ltd	+1	2,641	$860,781
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
MNST	Monster Beverage Corp	−2,000	10,740	$778,220
JRI	Nuveen Real Asset Income & Growth Fund	−1,200	20,756	$255,298
ADBE	Adobe Inc.	−738	36,193	$8,797,794
XOM	ExxonMobil Holdings Corp	−348	5,593	$948,908
AMZN	Amazon Com Inc	−250	97,069	$20,216,560
CRM	Salesforce, Inc.	−150	6,417	$1,197,861
UNH	Unitedhealth Group Inc	−137	3,569	$965,735
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	−94	52,038	$1,044,402
DLR	Digital Realty Trust, Inc.	−85	5,390	$971,331
PGR	Progressive Corp/Oh/	−54	2,327	$461,304
SNPS	Synopsys Inc	−50	3,615	$1,433,275
ISRG	Intuitive Surgical Inc	−33	1,002	$461,911
V	Visa Inc.	−28	7,824	$2,364,725
AMAT	Applied Materials Inc /De	−25	3,288	$1,123,805
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BWIN	Baldwin Insurance Group, Inc.	359,191	$7,880,650
APA	APA Corp	6,878	$291,902
MPC	Marathon Petroleum Corp	1,143	$279,097
SLB	Slb Limited/Nv	4,708	$241,944
JNJ	Johnson & Johnson	852	$208,262
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	1,897	$237,675
CMG	Chipotle Mexican Grill Inc	6,178	$228,586
QCOM	Qualcomm Inc/De	1,320	$225,786
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 tracked positions · $190,993,806 total · filing declares 146 positions · $254,319,495 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	124,496	+274	$31,595,839	−6.4%	16.54%
PLTR	Palantir Technologies Inc. Technology	Added	146,935	+8,994	$21,493,651	−12.3%	11.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	97,069	-250	$20,216,560	−10.0%	10.58%
NVDA	Nvidia Corp Technology	Added	63,516	+2,276	$11,077,190	−3.0%	5.80%
ADBE	Adobe Inc. Technology	Reduced	36,193	-738	$8,797,794	−31.9%	4.61%
BWIN	Baldwin Insurance Group, Inc. Financial Services	NEW	359,191	NEW	$7,880,650	NEW	4.13%
TSLA	Tesla, Inc. Consumer Cyclical	Held	21,026	0	$7,816,415	−17.3%	4.09%
MSFT	Microsoft Corp Technology	Added	18,726	+99	$6,931,803	−23.1%	3.63%
GOOGL	Alphabet Inc. Communication Services	Added	18,431	+301	$5,300,018	−6.6%	2.77%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	33,051	+1	$5,278,244	+4.0%	2.76%
BX	Blackstone Inc. Financial Services	Added	39,186	+3,054	$4,505,998	−19.1%	2.36%
GS	Goldman Sachs Group Inc Financial Services	Held	4,680	0	$3,959,233	−3.8%	2.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,977	0	$3,343,378	−4.7%	1.75%
V	Visa Inc. Financial Services	Reduced	7,824	-28	$2,364,725	−14.1%	1.24%
ETN	Eaton Corp plc Industrials	Held	6,584	0	$2,354,899	+12.3%	1.23%
KBH	Kb Home Consumer Cyclical	Added	40,304	+4	$2,085,732	−8.3%	1.09%
LLY	ELI LILLY & Co Healthcare	Added	2,261	+169	$2,079,599	−7.5%	1.09%
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund Financial Services	Held	76,286	0	$1,872,821	−2.5%	0.98%
EPD	Enterprise Products Partners L.P. Energy	Added	44,663	+34	$1,690,047	+18.1%	0.88%
AVGO	Broadcom Inc. Technology	Held	5,280	0	$1,634,212	−10.6%	0.86%
META	Meta Platforms, Inc. Communication Services	Added	2,521	+200	$1,442,339	−5.9%	0.76%
SNPS	Synopsys Inc Technology	Reduced	3,615	-50	$1,433,275	−16.7%	0.75%
CRM	Salesforce, Inc. Technology	Reduced	6,417	-150	$1,197,861	−31.1%	0.63%
AMAT	Applied Materials Inc /De Technology	Reduced	3,288	-25	$1,123,805	+32.0%	0.59%
INTC	Intel Corp Technology	Held	25,323	0	$1,117,503	+19.6%	0.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,582	+2	$1,053,681	−8.7%	0.55%
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc Financial Services	Reduced	52,038	-94	$1,044,402	−3.6%	0.55%
NREF	NexPoint Real Estate Finance, Inc. Real Estate	Held	72,399	0	$975,214	−4.3%	0.51%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	5,390	-85	$971,331	+14.7%	0.51%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,569	-137	$965,735	−21.1%	0.51%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,593	-348	$948,908	+32.7%	0.50%
SHOP	Shopify Inc. Technology	Added	7,630	+1,459	$905,070	−8.9%	0.47%
VMC	Vulcan Materials CO Basic Materials	Held	3,220	0	$876,806	−4.5%	0.46%
CB	Chubb Ltd Financial Services	Added	2,641	+1	$860,781	+4.5%	0.45%
AMD	Advanced Micro Devices Inc Technology	Held	4,068	0	$827,553	−5.0%	0.43%
VRT	Vertiv Holdings Co Industrials	Added	3,286	+50	$823,405	+57.1%	0.43%
HUBS	Hubspot Inc Technology	Added	3,235	+259	$789,663	−33.9%	0.41%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	10,740	-2,000	$778,220	−20.3%	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	772	0	$769,243	+15.5%	0.40%
MA	Mastercard Inc Financial Services	Held	1,526	0	$762,481	−12.5%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,218	0	$729,478	−4.4%	0.38%
MCK	Mckesson Corp Healthcare	Held	838	0	$725,171	+5.5%	0.38%
NXPI	NXP Semiconductors N.V. Technology	Held	3,600	0	$708,696	−9.3%	0.37%
COIN	Coinbase Global, Inc. Financial Services	Added	4,007	+30	$699,662	−22.2%	0.37%
ASML	Asml Holding NV Technology	Held	525	0	$693,435	+23.5%	0.36%
IBIT	iShares Bitcoin Trust ETF	Held	17,335	0	$666,010	−22.6%	0.35%
EME	EMCOR Group, Inc. Industrials	Added	890	+150	$657,095	+45.1%	0.34%
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund Financial Services	Held	32,103	0	$645,912	−12.9%	0.34%
URI	United Rentals, Inc. Industrials	Held	850	0	$619,276	−10.0%	0.32%
PH	Parker-Hannifin Corp Industrials	Held	690	0	$617,715	+1.9%	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.