1776 Wealth LLC

CIK 0001803140 • 6 13F filings • May 6, 2025 – Aug 10, 2026

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Filer information

Filed by: 1776 Wealth LLC, CCO
Address: 750 HAMMOND DR, BUILDING 5, SUITE 200, ATLANTA, GA, 30328
Phone: 5713170605
AUM: $265.6M

AUM over time

$283.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $265.6M141 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$238K	0.1%Prev: 0.1%	1,897 SH	Decreased-120 SH
ABBVIE INCORPORATED	COM	$233K	0.1%Prev: 0.1%	1,021 SH	Decreased
ABRDN GLOBAL DYNAMIC DIVIDEND	COM	$442K	0.2%Prev: 0.2%	37,890 SH	Decreased-2,121 SH
ADOBE INCORPORATED	COM	$12.9M	4.9%Prev: 5.0%	36,931 SH	Decreased-115 SH
ADVANCED MICRO DEVICES INCORPORATED	COM	$871K	0.3%Prev: 0.3%	4,068 SH	Increased-117 SH
ALPHABET INCORPORATED CAP STK CLASS A	COM	$5.7M	2.1%Prev: 1.7%	18,130 SH	Increased-105 SH
ALPHABET INCORPORATED CAP STK CLASS C	COM	$2.1M	0.8%Prev: 0.6%	6,585 SH	Increased
AMAZON COM INCORPORATED	COM	$22.5M	8.5%Prev: 8.2%	97,319 SH	Increased-96 SH
AMERICAN TOWER CORPORATION NEW REIT	COM	$364K	0.1%Prev: 0.2%	2,075 SH	Decreased-245 SH
AMERIPRISE FINL INCORPORATED	COM	$227K	0.1%Prev: 0.1%	463 SH	Decreased-39 SH
APPLE INCORPORATED	COM	$33.8M	12.7%Prev: 12.2%	124,222 SH	Increased+14 SH
APPLIED MATLS INCORPORATED	COM	$851K	0.3%Prev: 0.3%	3,313 SH	Increased-56 SH
ARBOR REALTY TRUST INCORPORATED REIT	COM	$107K	0.0%Prev: 0.1%	13,737 SH	Decreased-10,663 SH
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)	SHS	$562K	0.2%Prev: 0.2%	525 SH	Increased+1 SH
BARON SMID CAP ETF	COM	$250K	0.1%	10,325 SH	New
BARRON FIRST PRINCIPLES ETF	COM	$255K	0.1%	10,182 SH	New
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	COM	$3.5M	1.3%Prev: 1.4%	6,977 SH	Decreased
BLACKSTONE INCORPORATED	COM	$5.6M	2.1%Prev: 2.2%	36,132 SH	Decreased+2,492 SH
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN	COM	$129K	0.0%	10,912 SH	New
BROADCOM INCORPORATED	COM	$1.8M	0.7%Prev: 0.7%	5,280 SH	Increased+10 SH
CAPITAL ONE FINL CORPORATION	COM	$485K	0.2%Prev: 0.2%	2,000 SH	Increased
CHIPOTLE MEXICAN GRILL INCORPORATED	COM	$229K	0.1%Prev: 0.1%	6,178 SH	Decreased-1,170 SH
CHUBB LIMITED (SWITZERLAND)	COM	$824K	0.3%Prev: 0.3%	2,640 SH	Increased
CISCO SYSTEMS INCORPORATED	COM	$202K	0.1%	2,622 SH	New
CLOUDFLARE INCORPORATED CLASS A COM	COM	$301K	0.1%Prev: 0.1%	1,527 SH	Decreased
COINBASE GLOBAL INCORPORATED COM CLASS A	COM	$899K	0.3%Prev: 0.5%	3,977 SH	Decreased
COSTCO WHOLESALE CORPORATION NEW	COM	$666K	0.3%Prev: 0.3%	772 SH	Decreased-26 SH
D R HORTON INCORPORATED	COM	$504K	0.2%Prev: 0.2%	3,500 SH	Decreased
DIGITAL RLTY TR INCORPORATED REIT	COM	$847K	0.3%Prev: 0.4%	5,475 SH	Decreased-300 SH
EA SER TR STRIVE 500 ETF	ETF	$479K	0.2%Prev: 0.2%	10,858 SH	Increased
EATON CORPORATION PLC SHS (IRELAND)	SHS	$2.1M	0.8%	6,584 SH	New
EATON VANCE TAX ADVT DIV INCM	COM	$1.9M	0.7%Prev: 0.7%	76,286 SH	Increased+636 SH
EATON VANCE TX ADV GLBL DIV FD	COM	$742K	0.3%Prev: 0.3%	32,103 SH	Increased+495 SH
ELI LILLY & COMPANY	COM	$2.2M	0.8%Prev: 0.6%	2,092 SH	Increased+44 SH
EMCOR GROUP INCORPORATED	COM	$453K	0.2%Prev: 0.2%	740 SH	Decreased
ENTERPRISE PRODUCTS PARTNERS L P	COM	$1.4M	0.5%Prev: 0.5%	44,629 SH	Increased+39 SH
EXXON MOBIL CORPORATION	COM	$715K	0.3%Prev: 0.3%	5,941 SH	Increased
F5 INCORPORATED	COM	$255K	0.1%Prev: 0.1%	1,000 SH	Decreased
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF	ETF	$557K	0.2%Prev: 0.2%	33,773 SH	Decreased-2,701 SH
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$2.6M	1.0%Prev: 1.0%	27,740 SH	Decreased-1,121 SH
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$1.9M	0.7%Prev: 0.8%	6,953 SH	Decreased-32 SH
FIRST TRUST ENERGY ALPHADEX FUND	ETF	$270K	0.1%Prev: 0.1%	16,400 SH	Increased
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT	ETF	$6.8M	2.6%Prev: 2.7%	113,761 SH	Decreased-2,284 SH
FIRST TRUST EUROPE ALPHADEX FUND	ETF	$529K	0.2%Prev: 0.2%	9,839 SH	Increased-264 SH
FIRST TRUST INDXX NEXTG ETF	ETF	$702K	0.3%Prev: 0.3%	6,514 SH	Increased-60 SH
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND	ETF	$2.4M	0.9%Prev: 0.9%	125,160 SH	Increased+588 SH
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND	ETF	$1.2M	0.5%Prev: 0.5%	9,553 SH	Decreased-105 SH
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND	ETF	$698K	0.3%Prev: 0.3%	4,364 SH	Decreased-72 SH
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND	ETF	$364K	0.1%Prev: 0.1%	4,224 SH	Decreased-145 SH
FIRST TRUST LOW DURATION OPPORTUNITIES ETF	ETF	$384K	0.1%Prev: 0.1%	7,675 SH	Increased
FIRST TRUST MID CAP GROWTH ALPHADEX FUND	ETF	$241K	0.1%Prev: 0.1%	2,642 SH	Decreased
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	ETF	$602K	0.2%Prev: 0.2%	13,582 SH	Increased-1 SH
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	ETF	$954K	0.4%Prev: 0.1%	13,726 SH	Increased+8,245 SH
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF	ETF	$241K	0.1%Prev: 0.1%	13,250 SH	Decreased-5,000 SH
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	ETF	$272K	0.1%Prev: 0.1%	7,105 SH	Increased
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$6.2M	2.3%Prev: 2.4%	135,128 SH	Decreased+1 SH
FLAHERTY & CRUMRINE DYNAMIC PF SHS	SHS	$1.1M	0.4%Prev: 0.4%	52,132 SH	Decreased-609 SH
FLEXSHARES ULTRA-SHORT INCOME	SHS	$333K	0.1%	4,413 SH	New
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT	ETF	$321K	0.1%Prev: 0.1%	12,339 SH	Increased
FT VEST INTL EQUITY MODERATE BUFFER ETF DEC	ETF	$1.1M	0.4%Prev: 0.2%	40,304 SH	Increased+16,296 SH
FT VEST INVESTMENT GRADE & TARGET INCOME ETF	ETF	$450K	0.2%	22,382 SH	New
FT VEST NASDAQ-100 BUFFER ETF - DECEMBER	ETF	$701K	0.3%Prev: 0.3%	21,540 SH	Increased-439 SH
FT VEST NASDAQ-100 BUFFER ETF - MARCH	ETF	$1.4M	0.5%Prev: 0.5%	41,106 SH	Increased+1,461 SH
FT VEST NASDAQ-100 BUFFER ETF SEP	ETF	$684K	0.3%Prev: 0.3%	21,607 SH	Increased
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF	ETF	$557K	0.2%Prev: 0.3%	11,337 SH	Decreased-2,000 SH
FT VEST SMID RISING DIVID ACHIEVERS TARGET	ETF	$900K	0.3%Prev: 0.3%	41,937 SH	Increased+3,946 SH
FT VEST U.S. EQUITY BUFFER - JANUARY	ETF	$3.0M	1.1%Prev: 1.1%	58,498 SH	Increased+537 SH
FT VEST U.S. EQUITY BUFFER ETF - AUGUST	ETF	$1.1M	0.4%Prev: 0.4%	20,671 SH	Decreased-482 SH
FT VEST U.S. EQUITY BUFFER ETF - DECEMBER	ETF	$1.6M	0.6%Prev: 0.4%	31,969 SH	Increased+8,792 SH
FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY	ETF	$959K	0.4%Prev: 0.4%	16,934 SH	Increased-500 SH
FT VEST U.S. EQUITY BUFFER ETF - JULY	ETF	$1.5M	0.6%Prev: 0.6%	26,815 SH	Increased
FT VEST U.S. EQUITY BUFFER ETF - MARCH	ETF	$1.3M	0.5%Prev: 0.5%	27,720 SH	Increased+221 SH
FT VEST U.S. EQUITY BUFFER ETF - MAY	ETF	$1.5M	0.6%Prev: 0.6%	28,757 SH	Increased
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$694K	0.3%Prev: 0.3%	12,657 SH	Increased
FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER	ETF	$3.8M	1.4%Prev: 1.4%	73,408 SH	Increased
FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH	ETF	$217K	0.1%Prev: 0.1%	5,219 SH	Increased-25 SH
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER	ETF	$361K	0.1%Prev: 0.1%	9,649 SH	Increased
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE	ETF	$749K	0.3%Prev: 0.3%	17,431 SH	Increased
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE	ETF	$299K	0.1%Prev: 0.1%	7,560 SH	Increased
FT VEST US EQUITY DEEP BFFR ETF OCT	ETF	$472K	0.2%Prev: 0.2%	10,658 SH	Increased
GOLDMAN SACHS GROUP INCORPORATED	COM	$4.1M	1.5%Prev: 1.4%	4,680 SH	Increased
HOME DEPOT INCORPORATED	COM	$763K	0.3%Prev: 0.4%	2,218 SH	Decreased-95 SH
HUBSPOT INCORPORATED	COM	$1.2M	0.4%Prev: 0.5%	2,976 SH	Decreased+186 SH
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY	ETF	$331K	0.1%Prev: 0.1%	7,985 SH	Increased+510 SH
INTEL CORPORATION	COM	$934K	0.4%Prev: 0.3%	25,323 SH	Increased+3,453 SH
INTERCONTINENTAL EXCHANGE INCORPORATED	COM	$284K	0.1%Prev: 0.1%	1,752 SH	Decreased
INTUIT	COM	$470K	0.2%Prev: 0.2%	709 SH	Decreased-23 SH
INTUITIVE SURGICAL INCORPORATED COM NEW	COM	$586K	0.2%Prev: 0.2%	1,035 SH	Increased+7 SH
INVESCO QQQ TR	ETF	$450K	0.2%Prev: 0.2%	732 SH	Increased
ISHARES BITCOIN TRUST ETF SHS BEN INT	ETF	$861K	0.3%Prev: 0.4%	17,335 SH	Decreased
ISHARES INCORPORATED MSCI STH KOR ETF	ETF	$286K	0.1%Prev: 0.1%	2,946 SH	Increased-123 SH
ISHARES TR RUS 1000 GRW ETF	ETF	$458K	0.2%Prev: 0.2%	968 SH	Increased
ISHARES TR RUSSELL 2000 ETF	ETF	$246K	0.1%Prev: 0.1%	1,000 SH	Increased
ISHARES TR S&P 500 GRWT ETF	ETF	$370K	0.1%Prev: 0.1%	3,000 SH	Increased
JPMORGAN CHASE & COMPANY.	COM	$1.2M	0.4%Prev: 0.4%	3,580 SH	Increased+2 SH
KB HOME	COM	$2.3M	0.9%Prev: 1.0%	40,300 SH	Decreased-397 SH
MASTERCARD INCORPORATED CLASS A	COM	$871K	0.3%Prev: 0.3%	1,526 SH	Increased+12 SH
MCKESSON CORPORATION	COM	$687K	0.3%Prev: 0.2%	838 SH	Increased
META PLATFORMS INCORPORATED CLASS A	COM	$1.5M	0.6%Prev: 0.7%	2,321 SH	Decreased+18 SH
MICROSOFT CORPORATION	COM	$9.0M	3.4%Prev: 3.7%	18,627 SH	Decreased+171 SH
MONSTER BEVERAGE CORPORATION NEW	COM	$977K	0.4%Prev: 0.3%	12,740 SH	Increased
MOTOROLA SOLUTIONS INCORPORATED COM NEW	COM	$229K	0.1%Prev: 0.1%	597 SH	Decreased
NEXPOINT REAL ESTATE FIN INCORPORATED REIT	COM	$1.0M	0.4%Prev: 0.4%	72,399 SH	Decreased-59 SH
NOVO-NORDISK A S ADR (DENMARK)	ADR	$443K	0.2%Prev: 0.2%	8,711 SH	Decreased+189 SH
NUVEEN REAL ASSET INCOME & GRO	COM	$299K	0.1%Prev: 0.1%	21,956 SH	Decreased
NVIDIA CORPORATION	COM	$11.4M	4.3%Prev: 4.4%	61,240 SH	Increased+662 SH
NXP SEMICONDUCTORS N V (NETHERLANDS)	COM	$781K	0.3%Prev: 0.3%	3,600 SH	Decreased
ONEOK INCORPORATED NEW	COM	$334K	0.1%Prev: 0.1%	4,550 SH	Decreased-300 SH
ORACLE CORPORATION	COM	$497K	0.2%Prev: 0.3%	2,549 SH	Decreased+32 SH
OREILLY AUTOMOTIVE INCORPORATED	COM	$254K	0.1%Prev: 0.1%	2,790 SH	Decreased-210 SH
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	COM	$24.5M	9.2%Prev: 9.7%	137,941 SH	Decreased+250 SH
PALO ALTO NETWORKS INCORPORATED	COM	$282K	0.1%Prev: 0.1%	1,530 SH	Decreased-52 SH
PARKER-HANNIFIN CORPORATION	COM	$606K	0.2%Prev: 0.2%	690 SH	Increased-14 SH
PROGRESSIVE CORPORATION	COM	$542K	0.2%Prev: 0.2%	2,381 SH	Decreased+83 SH
QUALCOMM INCORPORATED	COM	$226K	0.1%Prev: 0.1%	1,320 SH	Increased
QUANTA SVCS INCORPORATED	COM	$243K	0.1%Prev: 0.1%	576 SH	Increased
RITHM CAPITAL CORPORATION COM NEW REIT	COM	$688K	0.3%Prev: 0.3%	63,083 SH	Decreased+1,728 SH
ROYCE GLOBAL TRUST INCORPORATED	COM	$267K	0.1%Prev: 0.1%	20,391 SH	Decreased-1,232 SH
ROYCE SMALL CAP TRUST INCORPORATED	COM	$424K	0.2%Prev: 0.2%	26,308 SH	Increased+843 SH
S&P GLOBAL INCORPORATED	COM	$528K	0.2%Prev: 0.2%	1,011 SH	Increased-1 SH
SALESFORCE INCORPORATED	COM	$1.7M	0.7%Prev: 0.6%	6,567 SH	Increased-43 SH
SERVICENOW INCORPORATED	COM	$440K	0.2%Prev: 0.2%	2,870 SH	Decreased+2,256 SH
SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)	COM	$993K	0.4%	6,171 SH	New
SYNOPSYS INCORPORATED	COM	$1.7M	0.6%Prev: 0.7%	3,665 SH	Decreased+100 SH
TESLA INCORPORATED	COM	$9.5M	3.6%Prev: 3.6%	21,026 SH	Increased+172 SH
THERMO FISHER SCIENTIFIC INCORPORATED	COM	$657K	0.2%Prev: 0.2%	1,133 SH	Increased-14 SH
TJX COMPANIES INCORPORATED NEW	COM	$5.1M	1.9%Prev: 1.8%	33,050 SH	Increased-63 SH
TRANSDIGM GROUP INCORPORATED	COM	$317K	0.1%Prev: 0.1%	238 SH	Increased+4 SH
UNITED PARCEL SERVICE INCORPORATED CLASS B	COM	$273K	0.1%Prev: 0.1%	2,753 SH	Increased
UNITED RENTALS INCORPORATED	COM	$688K	0.3%Prev: 0.3%	850 SH	Decreased
UNITEDHEALTH GROUP INCORPORATED	COM	$1.2M	0.5%Prev: 0.5%	3,706 SH	Decreased+18 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$503K	0.2%Prev: 0.2%	2,289 SH	Decreased-71 SH
VANGUARD HIGH DIVIDEND YIELD ETF	ETF	$326K	0.1%Prev: 0.1%	2,270 SH	Increased
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	ETF	$4.4M	1.6%Prev: 1.6%	6,975 SH	Increased
VANGUARD SMALL-CAP GROWTH ETF	ETF	$203K	0.1%Prev: 0.2%	672 SH	Decreased-1,008 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$1.7M	0.6%Prev: 0.7%	5,117 SH	Increased-65 SH
VERTIV HOLDINGS COMPANY COM CLASS A	COM	$524K	0.2%	3,236 SH	New
VISA INCORPORATED COM CLASS A	COM	$2.8M	1.0%Prev: 1.0%	7,852 SH	Increased-41 SH
VULCAN MATLS COMPANY	COM	$918K	0.3%Prev: 0.4%	3,220 SH	Decreased
WALMART INCORPORATED	COM	$339K	0.1%Prev: 0.1%	3,043 SH	Increased
WASTE MGMT INCORPORATED DEL	COM	$256K	0.1%Prev: 0.1%	1,165 SH	Decreased+1 SH

Sold (vs prior filing)

BOSTON SCIENTIFIC CORPORATION — $215K
EATON CORPORATION PLC SHS (IRELAND) — $2.4M
FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF — $258K
FLEXSHARES ULTRA-SHORT INCOME — $334K
KKR INCOME OPPORTUNITIES FD — $150K
KKR REAL ESTATE FIN TR INCORPORATED REIT — $284K
MARATHON PETE CORPORATION — $220K
UNION PAC CORPORATION — $214K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001803140-26-000001	$265.6M	View
Nov 6, 2025	Q3 2025	13F-HR	0001803140-25-000005	$259.4M	View
Aug 10, 2026	Q2 2026