1776 Wealth LLC
Top Portfolio Positions
88 positions ·
$190,993,806 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,496 | $31,595,839 | 16.54% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
146,935 | $21,493,651 | 11.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
97,069 | $20,216,560 | 10.58% | |
| NVDA |
Nvidia Corp
Technology
|
63,516 | $11,077,190 | 5.80% | |
| 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 | 4.09% | |
| MSFT |
Microsoft Corp
Technology
|
18,726 | $6,931,803 | 3.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,431 | $5,300,018 | 2.77% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
33,051 | $5,278,244 | 2.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RGT
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,423 | 20,391 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $267,326 | 20,391 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $280,017 | 21,623 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $348,220 | 28,946 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $309,046 | 29,433 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $329,361 | 30,724 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $341,492 | 29,439 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $386,786 | 34,783 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $354,394 | 33,152 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $323,232 | 33,152 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $306,324 | 33,152 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $222,867 | 24,763 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $217,634 | 25,160 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $249,879 | 31,157 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $277,920 | 31,157 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $353,943 | 31,157 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $411,220 | 31,343 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $365,238 | 23,640 | Shares | Sole | 2021-10-21 | |
| 2020-06-30 | $61,668 | 5,330 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $24,851 | 3,091 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||