1858 WEALTH MANAGEMENT, LLC - Portfolio overview

1858 WEALTH MANAGEMENT, LLC has 112 reported holdings in this dataset, with the latest filing dated 2025-11-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 6.22%
2. NVDA - NVIDIA CORPORATION, 5.26%
3. AAPL - APPLE INC, 5.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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