1776 WEALTH LLC
Top Portfolio Positions
78 positions ·
$193,568,164 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,222 | $33,770,992 | 17.45% |
| PLTR |
Palantir Technologies Inc.
Technology
|
137,941 | $24,519,012 | 12.67% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
97,319 | $22,463,171 | 11.60% |
| ADBE |
Adobe Inc.
Technology
|
36,931 | $12,925,480 | 6.68% |
| NVDA |
Nvidia Corp
Technology
|
61,240 | $11,421,260 | 5.90% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,026 | $9,455,812 | 4.89% |
| MSFT |
Microsoft Corp
Technology
|
18,627 | $9,008,389 | 4.65% |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,130 | $5,674,690 | 2.93% |
| BX |
Blackstone Inc.
Financial Services
|
36,132 | $5,569,386 | 2.88% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
33,050 | $5,076,810 | 2.62% |
Portfolio Trend
Holdings in JRI
Export CSVShares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $296,744 | 21,956 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $310,697 | 21,956 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $294,346 | 21,956 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $282,134 | 21,956 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $264,475 | 21,956 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $298,052 | 21,956 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $265,347 | 21,956 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $258,588 | 21,956 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $255,534 | 21,956 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $314,905 | 27,768 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $323,730 | 27,768 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $322,628 | 27,768 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $307,461 | 27,768 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $360,403 | 27,768 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $421,346 | 27,768 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $444,507 | 27,768 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $420,518 | 27,768 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $443,130 | 27,768 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $405,904 | 27,768 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $371,158 | 27,768 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $381,657 | 31,868 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $399,822 | 34,471 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $251,494 | 25,659 | Shares | Sole | 2020-04-23 | |
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