1776 Wealth LLC
Top Portfolio Positions
87 positions ·
$190,721,383 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,496 | $31,595,839 | 16.57% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
146,935 | $21,493,651 | 11.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
97,069 | $20,216,560 | 10.60% | |
| NVDA |
Nvidia Corp
Technology
|
63,516 | $11,077,190 | 5.81% | |
| ADBE |
Adobe Inc.
Technology
|
36,193 | $8,797,794 | 4.61% | |
| BWIN |
Baldwin Insurance Group, Inc.
Financial Services
|
359,191 | $7,880,650 | 4.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,026 | $7,816,415 | 4.10% | |
| MSFT |
Microsoft Corp
Technology
|
18,726 | $6,931,803 | 3.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,431 | $5,300,018 | 2.78% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
33,051 | $5,278,244 | 2.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AGD
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $409,212 | 37,890 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $441,797 | 37,890 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $532,946 | 40,011 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $590,397 | 53,478 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $541,873 | 54,405 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $556,306 | 56,766 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $602,854 | 56,766 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $658,087 | 67,427 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $623,731 | 64,236 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $599,964 | 64,236 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $612,811 | 64,236 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $418,627 | 44,869 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $424,460 | 44,869 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $530,744 | 62,810 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $588,529 | 62,810 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $703,472 | 62,810 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $888,482 | 73,489 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $783,246 | 67,405 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $259,620 | 21,635 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $222,811 | 20,001 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $40,185 | 4,500 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $33,030 | 4,500 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||