Universe · entity
1776 Wealth LLC
Institutional manager (13F) · CIK 1803140
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $210M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INCORPORATED | $32M | 124,496 |
| 2 | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $21M | 146,935 |
| 3 | AMAZON COM INCORPORATED | $20M | 97,069 |
| 4 | NVIDIA CORPORATION | $11M | 63,516 |
| 5 | ADOBE INCORPORATED | $9M | 36,193 |
| 6 | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | $8M | 359,191 |
| 7 | TESLA INCORPORATED | $8M | 21,026 |
| 8 | MICROSOFT CORPORATION | $7M | 18,726 |
| 9 | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $7M | 109,981 |
| 10 | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $6M | 135,015 |
| 11 | ALPHABET INCORPORATED CAP STK CLASS A | $5M | 18,431 |
| 12 | TJX COMPANIES INCORPORATED NEW | $5M | 33,051 |
| 13 | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $5M | 7,762 |
| 14 | BLACKSTONE INCORPORATED | $5M | 39,186 |
| 15 | GOLDMAN SACHS GROUP INCORPORATED | $4M | 4,680 |
| 16 | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | $4M | 73,408 |
| 17 | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $3M | 6,977 |
| 18 | FT VEST U.S. EQUITY BUFFER - JANUARY | $3M | 58,580 |
| 19 | FIRST TRUST CAPITAL STRENGTH ETF | $3M | 27,638 |
| 20 | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND | $2M | 124,789 |
| 21 | VISA INCORPORATED COM CLASS A | $2M | 7,824 |
| 22 | EATON CORPORATION PLC SHS (IRELAND) | $2M | 6,584 |
| 23 | KB HOME | $2M | 40,304 |
| 24 | ELI LILLY & COMPANY | $2M | 2,261 |
| 25 | ALPHABET INCORPORATED CAP STK CLASS C | $2M | 6,585 |
| 26 | EATON VANCE TAX ADVT DIV INCM | $2M | 76,286 |
| 27 | ENTERPRISE PRODUCTS PARTNERS L P | $2M | 44,663 |
| 28 | VANGUARD TOTAL STOCK MARKET ETF | $2M | 5,111 |
| 29 | BROADCOM INCORPORATED | $2M | 5,280 |
| 30 | FT VEST U.S. EQUITY BUFFER ETF - DECEMBER | $2M | 31,969 |
| 31 | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2M | 6,683 |
| 32 | FT VEST U.S. EQUITY BUFFER ETF - MAY | $2M | 28,753 |
| 33 | FT VEST U.S. EQUITY BUFFER ETF - JULY | $1M | 26,815 |
| 34 | META PLATFORMS INCORPORATED CLASS A | $1M | 2,521 |
| 35 | FT VEST U.S. EQUITY BUFFER ETF - MARCH | $1M | 29,573 |
| 36 | SYNOPSYS INCORPORATED | $1M | 3,615 |
| 37 | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $1M | 40,747 |
| 38 | SALESFORCE INCORPORATED | $1M | 6,417 |
| 39 | APPLIED MATLS INCORPORATED | $1M | 3,288 |
| 40 | INTEL CORPORATION | $1M | 25,323 |
| 41 | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $1M | 20,671 |
| 42 | FT VEST INTL EQUITY MODERATE BUFFER ETF DEC | $1M | 40,304 |
| 43 | JPMORGAN CHASE & COMPANY | $1M | 3,582 |
| 44 | FLAHERTY & CRUMRINE DYNAMIC PF SHS | $1M | 52,038 |
| 45 | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $1M | 9,437 |
| 46 | FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | $1M | 18,034 |
| 47 | NEXPOINT REAL ESTATE FIN INCORPORATED REIT | $975k | 72,399 |
| 48 | DIGITAL RLTY TR INCORPORATED REIT | $971k | 5,390 |
| 49 | UNITEDHEALTH GROUP INCORPORATED | $966k | 3,569 |
| 50 | EXXON MOBIL CORPORATION | $949k | 5,593 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.