1776 Wealth LLC holds a focused book of 152 stocks worth $283.7M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 13% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning 1776 Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as 1776 Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $55.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $13.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $87.2B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.1B |
| Cetera Investment Advisers | 78 / 80 | $15.3B |
| Steward Partners Investment Advisory, LLC | 78 / 80 | $5.5B |
| MORGAN STANLEY | 77 / 80 | $508.5B |
| ROYAL BANK OF CANADA | 77 / 80 | $143.2B |
Ranked by how many of 1776 Wealth LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Incorporated COM | $35.8M | 123.7K | 12.6% | ▼−0.6% Reduced · −782 sh | |
| 2 | Amazon Com Incorporated COM | $23.0M | 96.6K | 8.1% | ▼−0.5% Reduced · −484 sh | |
| 3 | Palantir Technologies Inc CL A | $17.3M | 148.6K | 6.1% | ▲+1.1% Added · +2K sh | |
| 4 | The Baldwin Insurance Grp Incorporated Com Class A COM CL A | $14.3M | 537.4K | 5.0% | ▲+50% Added · +178K sh | |
| 5 | Nvidia Corporation COM | $13.0M | 64.9K | 4.6% | ▲+2.2% Added · +1K sh | |
| 6 | Tesla Incorporated COM | $8.8M | 21.0K | 3.1% | —Held | |
| 7 | Adobe Incorporated COM | $7.4M | 36.2K | 2.6% | ▲+0.1% Added · +35 sh | |
| 8 | Microsoft Corporation COM | $7.1M | 19.1K | 2.5% | ▲+2.2% Added · +414 sh | |
| 9 | Alphabet Incorporated Cap STK Class A CAP STK CL A | $6.5M | 18.1K | 2.3% | ▼−1.7% Reduced · −322 sh | |
| 10 | First Trust Value Line Dividend Index Fund SHS | $6.2M | 129.2K | 2.2% | ▼−4.3% Reduced · −6K sh | |
| 11 | First Trust ETF IV First Trust Enhanced Short FIRST TR ENH NEW | $5.7M | 96.0K | 2.0% | ▼−13% Reduced · −14K sh | |
| 12 | Vanguard Index Funds S&P 500 ETF SHS New S&P 500 ETF SHS | $5.2M | 7.5K | 1.8% | ▼−3.3% Reduced · −256 sh | |
| 13 | TJX Companies Incorporated New COM | $5.0M | 32.9K | 1.8% | ▼−0.4% Reduced · −130 sh | |
| 14 | Goldman Sachs Group Incorporated COM | $4.7M | 4.7K | 1.7% | —Held | |
| 15 | Blackstone Incorporated COM | $4.6M | 39.2K | 1.6% | ▲~0% Added · +2 sh | |
| 16 | FT Vest U.S. Equity Buffer ETF September FT VEST US EQT | $4.0M | 73.4K | 1.4% | —Held | |
| 17 | Intel Corporation COM | $3.5M | 25.3K | 1.2% | —Held | |
| 18 | Berkshire Hathaway Incorporated Del Class B New CL B NEW | $3.5M | 7.0K | 1.2% | —Held | |
| 19 | FT Vest U.S. Equity Buffer - January FT VEST US EQT | $3.2M | 58.6K | 1.1% | —Held | |
| 20 | Eaton Corporation PLC SHS (Ireland) SHS | $2.8M | 6.5K | 1.0% | ▼−1.6% Reduced · −103 sh | |
| 21 | Visa Incorporated Com Class A COM CL A | $2.7M | 8.0K | 1.0% | ▲+2.3% Added · +179 sh | |
| 22 | Eli Lilly & Company COM | $2.7M | 2.2K | 0.9% | ▼−0.8% Reduced · −17 sh | |
| 23 | First Trust Capital Strength ETF CAP STRENGTH ETF | $2.6M | 27.6K | 0.9% | —Held | |
| 24 | KB Home COM | $2.4M | 38.8K | 0.9% | ▼−3.7% Reduced · −1K sh | |
| 25 | First Trust Institutional Preferred Securities And INSTL PFD SECS | $2.4M | 124.4K | 0.8% | ▼−0.3% Reduced · −369 sh | |
| 26 | Advanced Micro Devices Incorporated COM | $2.4M | 4.1K | 0.8% | —Held | |
| 27 | Applied Matls Incorporated COM | $2.3M | 3.2K | 0.8% | ▼−1.7% Reduced · −56 sh | |
| 28 | Alphabet Incorporated Cap STK Class C CAP STK CL C | $2.3M | 6.6K | 0.8% | —Held | |
| 29 | Broadcom Incorporated COM | $2.2M | 5.8K | 0.8% | ▲+9.2% Added · +487 sh | |
| 30 | Eaton Vance Tax Advt Div Incm COM | $2.1M | 76.3K | 0.7% | —Held | |
| 31 | FT Vest U.S. Equity Buffer ETF - May FT VEST US EQT | $1.8M | 32.0K | 0.6% | ▲+11% Added · +3K sh | |
| 32 | First Trust Dow Jones Internet Index Fund DJ INTERNT IDX | $1.8M | 6.7K | 0.6% | —Held | |
| 33 | FT Vest U.S. Equity Buffer ETF - December FT VEST UQ EQT | $1.7M | 32.0K | 0.6% | —Held | |
| 34 | Vanguard Total Stock Market ETF TOTAL STK MKT | $1.7M | 4.6K | 0.6% | ▼−10% Reduced · −519 sh | |
| 35 | Enterprise Products Partners L P COM | $1.6M | 44.7K | 0.6% | ▲+0.1% Added · +33 sh | |
| 36 | Synopsys Incorporated COM | $1.6M | 3.5K | 0.6% | ▼−2.1% Reduced · −75 sh | |
| 37 | Meta Platforms Incorporated Class A CL A | $1.5M | 2.7K | 0.5% | ▲+7.3% Added · +185 sh | |
| 38 | FT Vest Nasdaq-100 Buffer ETF - March FT VEST NAS | $1.5M | 40.1K | 0.5% | ▼−1.6% Reduced · −672 sh | |
| 39 | FT Vest U.S. Equity Buffer ETF - March FT VEST US EQT | $1.5M | 28.4K | 0.5% | ▼−3.9% Reduced · −1K sh | |
| 40 | Unitedhealth Group Incorporated COM | $1.5M | 3.6K | 0.5% | —Held | |
| 41 | FT Vest U.S. Equity Buffer ETF - July FT VEST US EQT | $1.4M | 23.4K | 0.5% | ▼−13% Reduced · −3K sh | |
| 42 | First Trust Nasdaq Rising Dividend Achievers RISNG DIVD ACHIV | $1.3M | 15.8K | 0.5% | ▲+14% Added · +2K sh | |
| 43 | First Trust Ise Cloud Computing Index Fund CLOUD COMPUTING | $1.3M | 9.4K | 0.4% | ▼−0.5% Reduced · −44 sh | |
| 44 | JPMorgan Chase & Company COM | $1.2M | 3.6K | 0.4% | ▲+0.1% Added · +2 sh | |
| 45 | FT Vest U.S. Equity Buffer ETF - August FT VEST US EQT | $1.2M | 20.7K | 0.4% | —Held | |
| 46 | Vertiv Holdings Company Com Class A COM CL A | $1.1M | 3.4K | 0.4% | ▲+4.6% Added · +150 sh | |
| 47 | Nexpoint Real Estate Fin Incorporated REIT COM | $1.1M | 72.4K | 0.4% | —Held | |
| 48 | FT Vest Intl Equity Moderate Buffer ETF Dec FT VEST INTE | $1.1M | 40.3K | 0.4% | —Held | |
| 49 | FT Vest U.S. Equity Buffer ETF - February FT VEST US EQT | $1.1M | 18.0K | 0.4% | —Held | |
| 50 | Flaherty & Crumrine Dynamic PF SHS SHS | $1.1M | 52.1K | 0.4% | ▲+0.1% Added · +59 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803140/holdings"
Use Arkolith to show 1776 Wealth LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 152 | $283.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 146 | $254.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 141 | $265.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 140 | $259.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 143 | $242.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 139 | $217.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 140 | $217.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 145 | $223.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.