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 WTHVF
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-06-30 | $2,050 | 10,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,209 | 10,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,743 | 10,000 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $3,128 | 10,000 | Shares | Sole | 2022-07-29 | |
| 2020-09-30 | $8,831 | 10,000 | Shares | Sole | 2020-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||