1776 Wealth LLC
Top Portfolio Positions
86 positions ·
$187,378,005 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,496 | $31,595,839 | 16.86% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
146,935 | $21,493,651 | 11.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
97,069 | $20,216,560 | 10.79% | |
| NVDA |
Nvidia Corp
Technology
|
63,516 | $11,077,190 | 5.91% | |
| ADBE |
Adobe Inc.
Technology
|
36,193 | $8,797,794 | 4.70% | |
| BWIN |
Baldwin Insurance Group, Inc.
Financial Services
|
359,191 | $7,880,650 | 4.21% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,026 | $7,816,415 | 4.17% | |
| MSFT |
Microsoft Corp
Technology
|
18,726 | $6,931,803 | 3.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,431 | $5,300,018 | 2.83% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
33,051 | $5,278,244 | 2.82% |
Portfolio Trend
Holdings in RVT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $444,597 | 26,783 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $423,558 | 26,308 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $410,750 | 25,465 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $484,594 | 32,199 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $456,434 | 32,053 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $515,411 | 32,621 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $512,149 | 32,621 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $540,729 | 37,369 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $547,136 | 36,067 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $515,511 | 35,406 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $488,602 | 35,406 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $431,308 | 31,784 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $418,286 | 31,545 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $447,959 | 35,694 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $498,645 | 35,694 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $606,441 | 35,694 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $948,391 | 48,412 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $796,592 | 44,206 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $744,629 | 39,253 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $679,668 | 37,530 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $581,669 | 36,039 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $441,123 | 34,899 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $431,024 | 34,372 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $317,475 | 32,831 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||