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: $217.7M137 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$677K	0.3%	5,104 SH
ABBVIE INCORPORATED	COM	$257K	0.1%	1,226 SH
ABRDN GLOBAL DYNAMIC DIVIDEND	COM	$542K	0.2%	54,405 SH
ADOBE INCORPORATED	COM	$13.0M	6.0%	33,933 SH
ALPHABET INCORPORATED CAP STK CLASS A	COM	$3.3M	1.5%	21,227 SH
ALPHABET INCORPORATED CAP STK CLASS C	COM	$1.0M	0.5%	6,585 SH
AMAZON COM INCORPORATED	COM	$19.3M	8.8%	101,181 SH
AMERICAN TOWER CORPORATION NEW REIT	REIT	$470K	0.2%	2,158 SH
AMERIPRISE FINL INCORPORATED	COM	$660K	0.3%	1,364 SH
APA CORPORATION	COM	$217K	0.1%	10,325 SH
APPLE INCORPORATED	COM	$27.7M	12.7%	124,863 SH
APPLIED MATLS INCORPORATED	COM	$606K	0.3%	4,176 SH
ARBOR REALTY TRUST INCORPORATED REIT	REIT	$216K	0.1%	18,419 SH
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	COM	$3.7M	1.7%	7,011 SH
BLACKSTONE INCORPORATED	COM	$3.8M	1.7%	26,953 SH
BOSTON SCIENTIFIC CORPORATION	COM	$1.1M	0.5%	11,262 SH
BROADCOM INCORPORATED	COM	$502K	0.2%	2,999 SH
CALIBERCOS INCORPORATED COM CLASS A	COM	$14K	0.0%	25,000 SH
CAPITAL ONE FINL CORPORATION	COM	$359K	0.2%	2,000 SH
CHUBB LIMITED	ORD	$817K	0.4%	2,705 SH
COHEN & STEERS QUALITY INCOME	COM	$126K	0.1%	10,000 SH
COINBASE GLOBAL INCORPORATED COM CLASS A	COM	$685K	0.3%	3,977 SH
COSTCO WHOLESALE CORPORATION NEW	COM	$1.4M	0.6%	1,463 SH
D R HORTON INCORPORATED	COM	$501K	0.2%	3,938 SH
DANAHER CORPORATION	COM	$341K	0.2%	1,663 SH
DIGITAL RLTY TR INCORPORATED REIT	REIT	$828K	0.4%	5,775 SH
EA SER TR STRIVE 500 ETF	ETF	$392K	0.2%	10,858 SH
EATON CORPORATION PLC SHS	SHS	$1.5M	0.7%	5,514 SH
EATON VANCE TAX ADVT DIV INCM	COM	$1.7M	0.8%	73,209 SH
EATON VANCE TX ADV GLBL DIV FD	COM	$473K	0.2%	25,975 SH
ELI LILLY & COMPANY	COM	$1.7M	0.8%	2,015 SH
ENTERPRISE PRODUCTS PARTNERS L P	COM	$1.5M	0.7%	45,261 SH
EXXON MOBIL CORPORATION	COM	$1.1M	0.5%	9,193 SH
F5 INCORPORATED	COM	$266K	0.1%	1,000 SH
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF	ETF	$697K	0.3%	49,920 SH
FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF	ETF	$270K	0.1%	9,319 SH
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$2.6M	1.2%	29,547 SH
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$1.6M	0.7%	7,137 SH
FIRST TRUST ENERGY ALPHADEX FUND	ETF	$332K	0.2%	20,100 SH
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT	ETF	$11.0M	5.0%	183,307 SH
FIRST TRUST EUROPE ALPHADEX FUND	ETF	$431K	0.2%	10,559 SH
FIRST TRUST HEALTH CARE ALPHADEX FUND	ETF	$247K	0.1%	2,383 SH
FIRST TRUST INDXX NEXTG ETF	ETF	$579K	0.3%	6,828 SH
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND	ETF	$2.8M	1.3%	151,948 SH
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND	ETF	$1.1M	0.5%	10,594 SH
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND	ETF	$631K	0.3%	4,801 SH
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND	ETF	$393K	0.2%	5,117 SH
FIRST TRUST LOW DURATION OPPORTUNITIES ETF	ETF	$571K	0.3%	11,607 SH
FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF	ETF	$566K	0.3%	30,000 SH
FIRST TRUST MID CAP GROWTH ALPHADEX FUND	ETF	$224K	0.1%	2,989 SH
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	ETF	$595K	0.3%	13,695 SH
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	ETF	$397K	0.2%	6,776 SH
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF	ETF	$321K	0.1%	18,250 SH
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$5.9M	2.7%	132,542 SH
FLAHERTY & CRUMRINE DYNAMIC PF SHS	SHS	$1.2M	0.6%	61,147 SH
FLEXSHARES ULTRA-SHORT INCOME	ETF	$524K	0.2%	6,935 SH
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT	ETF	$313K	0.1%	13,763 SH
FT Vest Intl EQUITY MODERATE BUFFER ETF Dec	ETF	$732K	0.3%	30,870 SH
FT VEST NASDAQ-100 BUFFER ETF - DECEMBER	ETF	$575K	0.3%	21,979 SH
FT VEST NASDAQ-100 BUFFER ETF - MARCH	ETF	$899K	0.4%	31,790 SH
FT Vest Nasdaq-100 Buffer ETF Sep	ETF	$605K	0.3%	22,835 SH
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF	ETF	$667K	0.3%	13,209 SH
FT VEST U.S. EQUITY BUFFER - JANUARY	ETF	$2.5M	1.1%	55,603 SH
FT VEST U.S. EQUITY BUFFER ETF - AUGUST	ETF	$847K	0.4%	18,620 SH
FT VEST U.S. EQUITY BUFFER ETF - DECEMBER	ETF	$1.0M	0.5%	23,257 SH
FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY	ETF	$851K	0.4%	17,434 SH
FT VEST U.S. EQUITY BUFFER ETF - JULY	ETF	$1.5M	0.7%	30,626 SH
FT VEST U.S. EQUITY BUFFER ETF - MARCH	ETF	$1.2M	0.5%	27,853 SH
FT VEST U.S. EQUITY BUFFER ETF - MAY	ETF	$1.3M	0.6%	28,757 SH
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$678K	0.3%	14,532 SH
FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER	ETF	$3.3M	1.5%	73,408 SH
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER	ETF	$481K	0.2%	14,108 SH
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE	ETF	$671K	0.3%	17,431 SH
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE	ETF	$266K	0.1%	7,560 SH
FT Vest US Equity Deep Bffr ETF Oct	ETF	$409K	0.2%	10,658 SH
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF	ETF	$464K	0.2%	12,310 SH
GOLDMAN SACHS GROUP INCORPORATED	COM	$2.6M	1.2%	4,680 SH
HOME DEPOT INCORPORATED	COM	$1.2M	0.6%	3,350 SH
HONEYWELL INTERNATIONAL INCORPORATED	COM	$421K	0.2%	1,987 SH
HUBSPOT INCORPORATED	COM	$1.1M	0.5%	1,872 SH
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY	ETF	$213K	0.1%	5,955 SH
INTEL CORPORATION	COM	$497K	0.2%	21,870 SH
INTERCONTINENTAL EXCHANGE INCORPORATED	COM	$302K	0.1%	1,752 SH
INTUITIVE SURGICAL INCORPORATED COM NEW	COM	$729K	0.3%	1,471 SH
INVESCO QQQ TR	ETF	$346K	0.2%	738 SH
ISHARES BITCOIN TRUST ETF SHS BEN INT	ETF	$457K	0.2%	9,762 SH
ISHARES TR RUS 1000 GRW ETF	ETF	$350K	0.2%	970 SH
ISHARES TR S&P 500 GRWT ETF	ETF	$278K	0.1%	3,000 SH
JPMORGAN CHASE & COMPANY.	COM	$896K	0.4%	3,654 SH
KB HOME	COM	$2.1M	1.0%	35,786 SH
KKR INCOME OPPORTUNITIES FD	COM	$162K	0.1%	13,144 SH
KKR REAL ESTATE FIN TR INCORPORATED REIT	REIT	$340K	0.2%	31,511 SH
MASTERCARD INCORPORATED CLASS A	COM	$287K	0.1%	524 SH
MCKESSON CORPORATION	COM	$564K	0.3%	838 SH
MEDTRONIC PLC SHS	SHS	$492K	0.2%	5,480 SH
META PLATFORMS INCORPORATED CLASS A	COM	$673K	0.3%	1,167 SH
MICROSOFT CORPORATION	COM	$7.3M	3.3%	19,360 SH
MONSTER BEVERAGE CORPORATION NEW	COM	$746K	0.3%	12,740 SH
MOTOROLA SOLUTIONS INCORPORATED COM NEW	COM	$284K	0.1%	648 SH
NEXPOINT REAL ESTATE FIN INCORPORATED REIT	REIT	$947K	0.4%	61,939 SH
NUVEEN REAL ASSET INCOME & GRO	COM	$284K	0.1%	21,956 SH
NVIDIA CORPORATION	COM	$5.9M	2.7%	54,255 SH
NXP SEMICONDUCTORS N V	COM	$851K	0.4%	4,477 SH
OREILLY AUTOMOTIVE INCORPORATED	COM	$701K	0.3%	489 SH
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	COM	$11.4M	5.2%	134,698 SH
PALO ALTO NETWORKS INCORPORATED	COM	$718K	0.3%	4,208 SH
PROCTER AND GAMBLE COMPANY	COM	$498K	0.2%	2,921 SH
QUALCOMM INCORPORATED	COM	$203K	0.1%	1,320 SH
RITHM CAPITAL CORPORATION COM NEW REIT	REIT	$577K	0.3%	50,409 SH
ROCKWELL AUTOMATION INCORPORATED	COM	$266K	0.1%	1,030 SH
ROYCE GLOBAL TRUST INCORPORATED	COM	$309K	0.1%	29,433 SH
ROYCE SMALL CAP TRUST INCORPORATED	COM	$456K	0.2%	32,053 SH
S&P GLOBAL INCORPORATED	COM	$544K	0.2%	1,070 SH
SALESFORCE INCORPORATED	COM	$1.8M	0.8%	6,640 SH
SCHLUMBERGER LIMITED COM STK	ORD	$272K	0.1%	6,519 SH
SERVICENOW INCORPORATED	COM	$489K	0.2%	614 SH
SHERWIN WILLIAMS COMPANY	COM	$637K	0.3%	1,825 SH
SYNOPSYS INCORPORATED	COM	$1.7M	0.8%	3,880 SH
T-MOBILE US INCORPORATED	COM	$208K	0.1%	780 SH
TESLA INCORPORATED	COM	$5.0M	2.3%	19,180 SH
TEXAS INSTRS INCORPORATED	COM	$415K	0.2%	2,310 SH
THERMO FISHER SCIENTIFIC INCORPORATED	COM	$367K	0.2%	737 SH
TJX COMPANIES INCORPORATED NEW	COM	$4.0M	1.8%	33,048 SH
TRUIST FINL CORPORATION	COM	$210K	0.1%	5,100 SH
UNION PAC CORPORATION	COM	$582K	0.3%	2,463 SH
UNITED PARCEL SERVICE INCORPORATED CLASS B	COM	$308K	0.1%	2,803 SH
UNITED RENTALS INCORPORATED	COM	$533K	0.2%	850 SH
UNITEDHEALTH GROUP INCORPORATED	COM	$1.3M	0.6%	2,455 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$458K	0.2%	2,360 SH
VANGUARD HIGH DIVIDEND YIELD ETF	ETF	$299K	0.1%	2,320 SH
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	ETF	$3.4M	1.6%	6,588 SH
VANGUARD SMALL-CAP GROWTH ETF	ETF	$503K	0.2%	1,998 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$1.4M	0.7%	5,247 SH
VISA INCORPORATED COM CLASS A	COM	$3.3M	1.5%	9,346 SH
VULCAN MATLS COMPANY	COM	$1.2M	0.6%	5,170 SH
WALMART INCORPORATED	COM	$280K	0.1%	3,189 SH
WASTE MGMT INCORPORATED DEL	COM	$269K	0.1%	1,163 SH

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