1776 Wealth LLC

CIK

1803140

Location

ATLANTA, GA

Portfolio Value

Small $190,021,709

Diversification

Diversified

Filing Date

Global Rank

#4,284 / 8,603 ▲ 7 · as of Mar 2026

Top Industry

Consumer Electronics 16.7%

3Y Alpha vs SPY

-3.5%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.1%

SPY

+76.0%

Annualised alpha

-3.5%

Max drawdown

−24.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.6%

−0.1 pts

Top 5

49.0%

−3.0 pts

Top 10

66.5%

−2.7 pts

HHI

665

Diversified−45

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	48.8%	$92,647,306	23
Consumer Cyclical	19.4%	$36,864,243	7
Financial Services	17.0%	$32,211,226	22
Communication Services	3.5%	$6,742,357	2
Industrials	3.3%	$6,203,002	9
Healthcare	2.9%	$5,539,767	8
Real Estate	1.6%	$3,008,586	5
Energy	1.5%	$2,914,264	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

13 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
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

87 positions · $190,021,709 total · 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 87 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%	16.63%
PLTR	Palantir Technologies Inc. Technology	Added	146,935	+8,994	$21,493,651	−12.3%	11.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	97,069	-250	$20,216,560	−10.0%	10.64%
NVDA	Nvidia Corp Technology	Added	63,516	+2,276	$11,077,190	−3.0%	5.83%
ADBE	Adobe Inc. Technology	Reduced	36,193	-738	$8,797,794	−31.9%	4.63%
BWIN	Baldwin Insurance Group, Inc. Financial Services	NEW	359,191	NEW	$7,880,650	NEW	4.15%
TSLA	Tesla, Inc. Consumer Cyclical	Held	21,026	0	$7,816,415	−17.3%	4.11%
MSFT	Microsoft Corp Technology	Added	18,726	+99	$6,931,803	−23.1%	3.65%
GOOGL	Alphabet Inc. Communication Services	Added	18,431	+301	$5,300,018	−6.6%	2.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	33,051	+1	$5,278,244	+4.0%	2.78%
BX	Blackstone Inc. Financial Services	Added	39,186	+3,054	$4,505,998	−19.1%	2.37%
GS	Goldman Sachs Group Inc Financial Services	Held	4,680	0	$3,959,233	−3.8%	2.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,977	0	$3,343,378	−4.7%	1.76%
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%	1.24%
KBH	Kb Home Consumer Cyclical	Added	40,304	+4	$2,085,732	−8.3%	1.10%
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%	0.99%
EPD	Enterprise Products Partners L.P. Energy	Added	44,663	+34	$1,690,047	+18.1%	0.89%
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%
SHOP	Shopify Inc. Technology	Added	7,630	+1,459	$905,070	−8.9%	0.48%
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%	0.44%
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%	0.42%
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%	0.35%
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%	0.33%
PH	Parker-Hannifin Corp Industrials	Held	690	0	$617,715	+1.9%	0.33%
RITM	Rithm Capital Corp. Real Estate	Held	63,083	0	$598,026	−13.0%	0.31%