Institutional Fund
1776 Wealth LLC
Atlanta, GACIK 18031405 filings on record
Portfolio Value
$254.32M
Q1 2026
Holdings
146
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-4.3%
from $265.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc12.4%
- Palantir Technologies Inc8.5%
- Amazon Com Inc7.9%
- Nvidia Corporation4.4%
- Adobe Inc3.5%
- The Baldwin Insurance Grp In3.1%
- Other60.3%
Portfolio Holdings
146 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 124.5K | $31.60M | 12.4% | +274 | Added |
| 2 | Palantir Technologies Inc | 146.9K | $21.49M | 8.5% | +9.0K | Added |
| 3 | Amazon Com Inc | 97.1K | $20.22M | 7.9% | −250 | Reduced |
| 4 | Nvidia Corporation | 63.5K | $11.08M | 4.4% | +2.3K | Added |
| 5 | Adobe Inc | 36.2K | $8.80M | 3.5% | −738 | Reduced |
| 6 | The Baldwin Insurance Grp In | 359.2K | $7.88M | 3.1% | +359.2K | New |
| 7 | Tesla Inc | 21.0K | $7.82M | 3.1% | 0 | Held |
| 8 | Microsoft Corp | 18.7K | $6.93M | 2.7% | +99 | Added |
| 9 | First Tr Exchange-Traded Fd | 110.0K | $6.57M | 2.6% | −3.8K | Reduced |
| 10 | First Tr Exchange-Traded Fd | 135.0K | $6.35M | 2.5% | −113 | Reduced |
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