1y return+10.2%S&P 500 +20.9%
3y return+48.7%S&P 500 +68.5%
5y return+36.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $184 against $232 in the S&P 500.2
1776 Wealth LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Incorporated | $35.8M | 12.6% | |
| AMZNAmazon Com Incorporated | $23.0M | 8.1% | |
| PLTRPalantir Technologies Inc | $17.3M | 6.1% | +1.1% |
| BWINThe Baldwin Insurance Grp Incorporated Com Class A | $14.3M | 5.0% | +49.6% |
| NVDANvidia Corporation | $13.0M | 4.6% | +2.2% |
| TSLATesla Incorporated | $8.8M | 3.1% | |
| ADBEAdobe Incorporated | $7.4M | 2.6% | |
| MSFTMicrosoft Corporation | $7.1M | 2.5% | +2.2% |
| GOOGLAlphabet Incorporated Cap Stk Class A | $6.5M | 2.3% | −1.7% |
| FVDFirst Trust Value Line Dividend Index Fund | $6.2M | 2.2% | −4.3% |
| FTSMFirst Trust Etf Iv First Trust Enhanced Short | $5.7M | 2.0% | −12.7% |
| VOOVanguard Index Funds S&p 500 Etf Shs New | $5.2M | 1.8% | −3.3% |
| TJXTjx Companies Incorporated New | $5.0M | 1.8% | |
| GSGoldman Sachs Group Incorporated | $4.7M | 1.7% | |
| BXBlackstone Incorporated | $4.6M | 1.6% | |
| FSEPFt Vest U.s. Equity Buffer Etf September | $4.0M | 1.4% | |
| INTCIntel Corporation | $3.5M | 1.2% | |
| BRK/BBerkshire Hathaway Incorporated Del Class B New | $3.5M | 1.2% | |
| FJANFt Vest U.s. Equity Buffer - January | $3.2M | 1.1% | |
| Eaton Corporation PLC Shs (ireland)CUSIP G29183103 | $2.8M | 1.0% | −1.6% |
| VVisa Incorporated Com Class A | $2.7M | 1.0% | +2.3% |
| LLYEli Lilly & Company | $2.7M | 0.9% | |
| FTCSFirst Trust Capital Strength Etf | $2.6M | 0.9% | |
| KBHKb Home | $2.4M | 0.9% | −3.7% |
| FPEIFirst Trust Institutional Preferred Securities And | $2.4M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $13.0M |
| PLTRPalantir Technologies Inc | September 30, 2020 | +1128.1% | $17.3M |
| GSGoldman Sachs Group Incorporated | June 30, 2020 | +411.8% | $4.7M |
| GOOGAlphabet Incorporated Cap Stk Class C | June 30, 2020 | +399.9% | $2.3M |
| AMATApplied Matls Incorporated | December 31, 2021 | +359.5% | $2.3M |
| AVGOBroadcom Incorporated | June 30, 2023 | +335.5% | $2.2M |
| GOOGLAlphabet Incorporated Cap Stk Class A | December 31, 2020 | +307.8% | $6.5M |
| AMDAdvanced Micro Devices Incorporated | September 30, 2025 | +259.1% | $2.4M |
| AAPLApple Incorporated | June 30, 2020 | +217.3% | $35.8M |
| TJXTjx Companies Incorporated New | June 30, 2020 | +199.6% | $5.0M |
Sold off last quarter
- INTUIntuit was $307K
- BCSMBaron Smid Cap Etf was $223K
- ABRArbor Realty Trust Incorporated Reit was $106K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −8.8% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +9.9% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +6.6% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +5.4% | +4.0% |
| March 31, 2024 | +3.5% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +11.6% | +8.3% |
| March 31, 2023 | +10.0% | +7.0% |
| December 31, 2022 | +1.0% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −17.8% | −16.5% |
| March 31, 2022 | −8.0% | −4.9% |
| December 31, 2021 | +4.9% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 1776 Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803140&type=13F-HR&dateb=&owner=include&count=40CIK 1803140
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803140/000180314026000004/Filed August 10, 2026 · accession 0001803140-26-000004