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 JRI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,298 | 20,756 | Shares | Sole | 2026-05-08 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||