1776 Wealth LLC

CIK

1803140

Location

ATLANTA, GA

Portfolio Value

Small $218,602,586

Diversification

Diversified

Filing Date

Global Rank

#4,373 / 8,687 ▲ 116

Top Industry

Consumer Electronics 16.5%

3Y Alpha vs SPY

+15.2%

Period ended 2 months ago

Filed Aug 10, 2026 · 25d

26 quarters · since Mar 2020

Clone Performance

Sep 2023–Sep 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

+145.8%

SPY

+71.4%

Annualised alpha

+15.3%

Max drawdown

−23.9%

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. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

92 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.4%

+0.1 pts

Top 5

47.3%

−0.8 pts

Top 10

64.3%

−1.9 pts

HHI

612

Diversified−35

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	45.9%	$100,415,708	24
Consumer Cyclical	18.8%	$41,093,823	8
Financial Services	18.6%	$40,581,869	22
Communication Services	4.7%	$10,322,553	2
Industrials	3.6%	$7,935,216	10
Healthcare	3.1%	$6,706,793	8
Energy	1.6%	$3,521,579	6
Real Estate	1.4%	$3,021,876	4
Consumer Defensive	1.0%	$2,099,160	3
Unclassified	0.9%	$1,954,077	4
Basic Materials	0.4%	$949,932	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
BWIN	Baldwin Insurance Group, Inc.	+178,219	537,410	$14,284,357
PLTR	Palantir Technologies Inc.	+1,665	148,600	$17,337,162
NVDA	Nvidia Corp	+1,429	64,945	$12,994,845
AVGO	Broadcom Inc.	+487	5,767	$2,178,484
RVT	Royce Small-Cap Trust, Inc.	+448	27,231	$502,956
MSFT	Microsoft Corp	+414	19,140	$7,139,602
META	Meta Platforms, Inc.	+185	2,706	$1,524,262
V	Visa Inc.	+179	8,003	$2,745,749
EME	EMCOR Group, Inc.	+155	1,045	$867,224
VRT	Vertiv Holdings Co	+150	3,436	$1,150,441
JNJ	Johnson & Johnson	+100	952	$241,779
CRM	Salesforce, Inc.	+71	6,488	$1,016,410
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	+59	52,097	$1,076,844
ISRG	Intuitive Surgical Inc	+50	1,052	$418,359
ADBE	Adobe Inc.	+35	36,228	$7,427,464
EPD	Enterprise Products Partners L.P.	+33	44,696	$1,643,024
PWR	Quanta Services, Inc.	+28	604	$434,904
NOW	ServiceNow, Inc.	+10	3,130	$310,746
JPM	Jpmorgan Chase & Co	+2	3,584	$1,173,150
BX	Blackstone Inc.	+2	39,188	$4,611,251
WM	Waste Management Inc	+1	1,166	$259,878
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	−1,665	30,438	$716,510
KBH	Kb Home	−1,496	38,808	$2,428,992
AAPL	Apple Inc.	−782	123,714	$35,797,883
AMZN	Amazon Com Inc	−484	96,585	$23,020,068
GOOGL	Alphabet Inc.	−322	24,694	$8,798,291
TJX	Tjx Companies Inc /De/	−130	32,921	$4,987,531
XOM	ExxonMobil Holdings Corp	−123	5,470	$747,858
ETN	Eaton Corp plc	−103	6,481	$2,761,683
SNPS	Synopsys Inc	−75	3,540	$1,579,087
CB	Chubb Ltd	−57	2,584	$880,472
AMAT	Applied Materials Inc /De	−56	3,232	$2,336,736
HUBS	Hubspot Inc	−50	3,185	$581,294
LLY	ELI LILLY & Co	−17	2,244	$2,691,521
SPGI	S&P Global Inc.	−14	997	$406,038
TMO	Thermo Fisher Scientific Inc.	−8	1,125	$564,030
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	350	$404,001
QCOM	Qualcomm Inc/De	1,320	$243,922
UNP	Union Pacific Corp	773	$210,256
CMG	Chipotle Mexican Grill Inc	6,013	$204,442
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	709	$306,557
ABR	Arbor Realty Trust Inc	13,737	$105,912
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 tracked positions · $218,602,586 total · filing declares 152 positions · $283,729,250 · as of Jun 30, 2026

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

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	123,714	-782	$35,797,883	+13.3%	16.38%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	96,585	-484	$23,020,068	+13.9%	10.53%
PLTR	Palantir Technologies Inc. Technology	Added	148,600	+1,665	$17,337,162	−19.3%	7.93%
BWIN	Baldwin Insurance Group, Inc. Financial Services	Added	537,410	+178,219	$14,284,357	+81.3%	6.53%
NVDA	Nvidia Corp Technology	Added	64,945	+1,429	$12,994,845	+17.3%	5.94%
TSLA	Tesla, Inc. Consumer Cyclical	Held	21,026	0	$8,843,535	+13.1%	4.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,694	-322	$8,798,291	+22.4%	4.02%
ADBE	Adobe Inc. Technology	Added	36,228	+35	$7,427,464	−15.6%	3.40%
MSFT	Microsoft Corp Technology	Added	19,140	+414	$7,139,602	+3.0%	3.27%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	32,921	-130	$4,987,531	−5.5%	2.28%
GS	Goldman Sachs Group Inc Financial Services	Held	4,680	0	$4,733,211	+19.5%	2.17%
BX	Blackstone Inc. Financial Services	Added	39,188	+2	$4,611,251	+2.3%	2.11%
INTC	Intel Corp Technology	Held	25,323	0	$3,535,850	+216.4%	1.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,977	0	$3,491,221	+4.4%	1.60%
ETN	Eaton Corp plc Industrials	Reduced	6,481	-103	$2,761,683	+17.3%	1.26%
V	Visa Inc. Financial Services	Added	8,003	+179	$2,745,749	+16.1%	1.26%
LLY	ELI LILLY & Co Healthcare	Reduced	2,244	-17	$2,691,521	+29.4%	1.23%
KBH	Kb Home Consumer Cyclical	Reduced	38,808	-1,496	$2,428,992	+16.5%	1.11%
AMD	Advanced Micro Devices Inc Technology	Held	4,068	0	$2,363,141	+185.6%	1.08%
AMAT	Applied Materials Inc /De Technology	Reduced	3,232	-56	$2,336,736	+107.9%	1.07%
AVGO	Broadcom Inc. Technology	Added	5,767	+487	$2,178,484	+33.3%	1.00%
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund Financial Services	Held	76,286	0	$2,111,596	+12.7%	0.97%
EPD	Enterprise Products Partners L.P. Energy	Added	44,696	+33	$1,643,024	−2.8%	0.75%
SNPS	Synopsys Inc Technology	Reduced	3,540	-75	$1,579,087	+10.2%	0.72%
META	Meta Platforms, Inc. Communication Services	Added	2,706	+185	$1,524,262	+5.7%	0.70%
UNH	Unitedhealth Group Inc Healthcare	Held	3,569	0	$1,483,383	+53.6%	0.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,584	+2	$1,173,150	+11.3%	0.54%
VRT	Vertiv Holdings Co Industrials	Added	3,436	+150	$1,150,441	+39.7%	0.53%
NREF	NexPoint Real Estate Finance, Inc. Real Estate	Held	72,399	0	$1,122,184	+15.1%	0.51%
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc Financial Services	Added	52,097	+59	$1,076,844	+3.1%	0.49%
ASML	Asml Holding NV Technology	Held	525	0	$1,044,455	+50.6%	0.48%
MNST	Monster Beverage Corp Consumer Defensive	Held	10,740	0	$1,032,328	+32.7%	0.47%
CRM	Salesforce, Inc. Technology	Added	6,488	+71	$1,016,410	−15.1%	0.46%
NXPI	NXP Semiconductors N.V. Technology	Held	3,600	0	$1,011,708	+42.8%	0.46%
DLR	Digital Realty Trust, Inc. Real Estate	Held	5,390	0	$967,936	−0.3%	0.44%
URI	United Rentals, Inc. Industrials	Held	850	0	$962,956	+55.5%	0.44%
VMC	Vulcan Materials CO Basic Materials	Held	3,220	0	$949,932	+8.3%	0.43%
CB	Chubb Ltd Financial Services	Reduced	2,584	-57	$880,472	+2.3%	0.40%
SHOP	Shopify Inc. Technology	Held	7,630	0	$871,193	−3.7%	0.40%
EME	EMCOR Group, Inc. Industrials	Added	1,045	+155	$867,224	+32.0%	0.40%
MA	Mastercard Inc Financial Services	Held	1,526	0	$783,753	+2.8%	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,218	0	$782,244	+7.2%	0.36%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,470	-123	$747,858	−21.2%	0.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	772	0	$722,182	−6.1%	0.33%
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund Financial Services	Reduced	30,438	-1,665	$716,510	+10.9%	0.33%
PH	Parker-Hannifin Corp Industrials	Held	690	0	$674,902	+9.3%	0.31%
MCK	Mckesson Corp Healthcare	Held	838	0	$633,192	−12.7%	0.29%
RITM	Rithm Capital Corp. Real Estate	Held	63,083	0	$592,349	−0.9%	0.27%
COIN	Coinbase Global, Inc. Financial Services	Held	4,007	0	$585,783	−16.3%	0.27%
HUBS	Hubspot Inc Technology	Reduced	3,185	-50	$581,294	−26.4%	0.27%

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.