1776 Wealth LLC
CIK
1803140
City
ATLANTA
State / Country
GA
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 EVT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,872,821 | 76,286 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,920,881 | 76,286 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,849,642 | 75,650 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,749,852 | 72,608 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,703,573 | 73,209 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,760,676 | 73,209 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,811,480 | 73,369 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,784,107 | 76,604 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,775,664 | 75,240 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,674,090 | 75,240 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,483,823 | 65,223 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,406,093 | 62,189 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,417,909 | 62,189 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,593,644 | 73,271 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,748,978 | 73,271 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,123,393 | 73,271 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,266,601 | 76,086 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,038,299 | 74,255 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,072,170 | 74,970 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,960,188 | 74,617 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,774,175 | 75,018 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,503,898 | 76,340 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,655,948 | 86,068 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,373,075 | 81,585 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||