1776 Wealth LLC - Portfolio overview
1776 Wealth LLC has 154 reported holdings in this dataset, with the latest filing dated 2026-05-08.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Consumer Cyclical.
Largest reported holdings by portfolio allocation
- AAPL - APPLE INCORPORATED, 12.33%
- PLTR - PALANTIR TECHNOLOGIES INCORPORATED CLASS A, 8.39%
- AMZN - AMAZON COM INCORPORATED, 7.89%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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