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: $254.3M146 positionsView on SEC.gov

			% of Portfolio
ABBVIE INCORPORATED	COM	$222K	0.1%Prev: 0.1%	1,021 SH	Decreased-205 SH
ABRDN GLOBAL DYNAMIC DIVIDEND	COM	$409K	0.2%Prev: 0.2%	37,890 SH	Decreased-16,515 SH
ADOBE INCORPORATED	COM	$8.8M	3.5%Prev: 6.0%	36,193 SH	Decreased+2,260 SH
ADVANCED MICRO DEVICES INCORPORATED	COM	$828K	0.3%	4,068 SH	New
ALPHABET INCORPORATED CAP STK CLASS A	COM	$5.3M	2.1%Prev: 1.5%	18,431 SH	Increased-2,796 SH
ALPHABET INCORPORATED CAP STK CLASS C	COM	$1.9M	0.7%Prev: 0.5%	6,585 SH	Increased
AMAZON COM INCORPORATED	COM	$20.2M	7.9%Prev: 8.8%	97,069 SH	Increased-4,112 SH
AMERICAN TOWER CORPORATION REIT	COM	$358K	0.1%	2,075 SH	New
AMERIPRISE FINL INCORPORATED	COM	$206K	0.1%Prev: 0.3%	463 SH	Decreased-901 SH
APA CORPORATION	COM	$292K	0.1%Prev: 0.1%	6,878 SH	Increased-3,447 SH
APPLE INCORPORATED	COM	$31.6M	12.4%Prev: 12.7%	124,496 SH	Increased-367 SH
APPLIED MATLS INCORPORATED	COM	$1.1M	0.4%Prev: 0.3%	3,288 SH	Increased-888 SH
ARBOR REALTY TRUST INCORPORATED REIT	COM	$106K	0.0%	13,737 SH	New
ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)	SHS	$693K	0.3%	525 SH	New
BARON FIRST PRINCIPLES ETF	ETF	$233K	0.1%	10,182 SH	New
BARON SMID CAP ETF	ETF	$223K	0.1%	10,325 SH	New
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	COM	$3.3M	1.3%Prev: 1.7%	6,977 SH	Decreased-34 SH
BLACKSTONE INCORPORATED	COM	$4.5M	1.8%Prev: 1.7%	39,186 SH	Increased+12,233 SH
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN	COM	$122K	0.0%	10,912 SH	New
BROADCOM INCORPORATED	COM	$1.6M	0.6%Prev: 0.2%	5,280 SH	Increased+2,281 SH
CAPITAL ONE FINL CORPORATION	COM	$365K	0.1%Prev: 0.2%	2,000 SH	Increased
CHUBB LIMITED SWITZ (SWITZERLAND)	COM	$861K	0.3%	2,641 SH	New
CISCO SYSTEMS INCORPORATED	COM	$203K	0.1%	2,622 SH	New
CLOUDFLARE INCORPORATED CLASS A COM	COM	$315K	0.1%	1,527 SH	New
COINBASE GLOBAL INCORPORATED COM CLASS A	COM	$700K	0.3%Prev: 0.3%	4,007 SH	Increased+30 SH
COSTCO WHOLESALE CORPORATION	COM	$769K	0.3%	772 SH	New
D R HORTON INCORPORATED	COM	$480K	0.2%Prev: 0.2%	3,500 SH	Decreased-438 SH
DIGITAL RLTY TR INCORPORATED REIT	COM	$971K	0.4%	5,390 SH	New
EA SER TR STRIVE 500 ETF	ETF	$456K	0.2%Prev: 0.2%	10,858 SH	Increased
EATON CORPORATION PLC SHS (IRELAND)	SHS	$2.4M	0.9%	6,584 SH	New
EATON VANCE TAX ADVT DIV INCM	COM	$1.9M	0.7%Prev: 0.8%	76,286 SH	Increased+3,077 SH
EATON VANCE TX ADV GLBL DIV FD	COM	$646K	0.3%Prev: 0.2%	32,103 SH	Increased+6,128 SH
ELI LILLY & COMPANY	COM	$2.1M	0.8%Prev: 0.8%	2,261 SH	Increased+246 SH
EMCOR GROUP INCORPORATED	COM	$657K	0.3%	890 SH	New
ENTERPRISE PRODUCTS PARTNERS L P	COM	$1.7M	0.7%Prev: 0.7%	44,663 SH	Increased-598 SH
EXXON MOBIL CORPORATION	COM	$949K	0.4%Prev: 0.5%	5,593 SH	Decreased-3,600 SH
F5 INCORPORATED	COM	$289K	0.1%Prev: 0.1%	1,000 SH	Increased
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF	ETF	$575K	0.2%Prev: 0.3%	33,773 SH	Decreased-16,147 SH
FIRST TRUST CAPITAL STRENGTH ETF	ETF	$2.6M	1.0%Prev: 1.2%	27,638 SH	Decreased-1,909 SH
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$1.6M	0.6%Prev: 0.7%	6,683 SH	Decreased-454 SH
FIRST TRUST ENERGY ALPHADEX FUND	ETF	$368K	0.1%Prev: 0.2%	16,400 SH	Increased-3,700 SH
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT	ETF	$6.6M	2.6%Prev: 5.0%	109,981 SH	Decreased-73,326 SH
FIRST TRUST EUROPE ALPHADEX FUND	ETF	$537K	0.2%Prev: 0.2%	9,839 SH	Increased-720 SH
FIRST TRUST INDXX NEXTG ETF	ETF	$729K	0.3%Prev: 0.3%	6,514 SH	Increased-314 SH
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND	ETF	$2.4M	0.9%Prev: 1.3%	124,789 SH	Decreased-27,159 SH
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND	ETF	$1.0M	0.4%Prev: 0.5%	9,437 SH	Decreased-1,157 SH
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND	ETF	$673K	0.3%Prev: 0.3%	4,364 SH	Increased-437 SH
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND	ETF	$390K	0.2%Prev: 0.2%	4,224 SH	Decreased-893 SH
FIRST TRUST LOW DURATION OPPORTUNITIES ETF	ETF	$382K	0.2%Prev: 0.3%	7,675 SH	Decreased-3,932 SH
FIRST TRUST MID CAP GROWTH ALPHADEX FUND	ETF	$239K	0.1%Prev: 0.1%	2,642 SH	Increased-347 SH
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	ETF	$690K	0.3%Prev: 0.3%	13,582 SH	Increased-113 SH
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	ETF	$947K	0.4%Prev: 0.2%	13,871 SH	Increased+7,095 SH
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF	ETF	$225K	0.1%Prev: 0.1%	12,694 SH	Decreased-5,556 SH
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	ETF	$280K	0.1%	7,099 SH	New
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$6.3M	2.5%Prev: 2.7%	135,015 SH	Increased+2,473 SH
FLAHERTY & CRUMRINE DYNAMIC PF SHS	SHS	$1.0M	0.4%Prev: 0.6%	52,038 SH	Decreased-9,109 SH
FLEXSHARES ULTRA-SHORT INCOME	ETF	$333K	0.1%Prev: 0.2%	4,413 SH	Decreased-2,522 SH
FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT	ETF	$323K	0.1%Prev: 0.1%	12,339 SH	Increased-1,424 SH
FT VEST INTL EQUITY MODERATE BUFFER ETF DEC	ETF	$1.1M	0.4%Prev: 0.3%	40,304 SH	Increased+9,434 SH
FT VEST INVESTMENT GRADE & TARGET INCOME ETF	ETF	$438K	0.2%	22,382 SH	New
FT VEST NASDAQ-100 BUFFER ETF - DECEMBER	ETF	$678K	0.3%Prev: 0.3%	21,540 SH	Increased-439 SH
FT VEST NASDAQ-100 BUFFER ETF - MARCH	ETF	$1.4M	0.5%Prev: 0.4%	40,747 SH	Increased+8,957 SH
FT VEST NASDAQ-100 BUFFER ETF SEP	ETF	$662K	0.3%Prev: 0.3%	21,607 SH	Increased-1,228 SH
FT VEST RISING DIVIDEND ACHIEVERS TARGET	ETF	$601K	0.2%	23,519 SH	New
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF	ETF	$552K	0.2%Prev: 0.3%	11,337 SH	Decreased-1,872 SH
FT VEST SMID RISING DIVID ACHIEVERS TARGET	ETF	$883K	0.3%	40,690 SH	New
FT VEST U.S. EQUITY BUFFER - JANUARY	ETF	$3.0M	1.2%Prev: 1.1%	58,580 SH	Increased+2,977 SH
FT VEST U.S. EQUITY BUFFER ETF - AUGUST	ETF	$1.1M	0.4%Prev: 0.4%	20,671 SH	Increased+2,051 SH
FT VEST U.S. EQUITY BUFFER ETF - DECEMBER	ETF	$1.6M	0.6%Prev: 0.5%	31,969 SH	Increased+8,712 SH
FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY	ETF	$1.0M	0.4%Prev: 0.4%	18,034 SH	Increased+600 SH
FT VEST U.S. EQUITY BUFFER ETF - JULY	ETF	$1.5M	0.6%Prev: 0.7%	26,815 SH	Increased-3,811 SH
FT VEST U.S. EQUITY BUFFER ETF - MARCH	ETF	$1.4M	0.6%Prev: 0.5%	29,573 SH	Increased+1,720 SH
FT VEST U.S. EQUITY BUFFER ETF - MAY	ETF	$1.5M	0.6%Prev: 0.6%	28,753 SH	Increased-4 SH
FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER	ETF	$676K	0.3%Prev: 0.3%	12,657 SH	Decreased-1,875 SH
FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER	ETF	$3.7M	1.5%Prev: 1.5%	73,408 SH	Increased
FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH	ETF	$221K	0.1%	5,219 SH	New
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER	ETF	$358K	0.1%Prev: 0.2%	9,649 SH	Decreased-4,459 SH
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	$298K	0.1%Prev: 0.1%	7,560 SH	Increased
FT VEST US EQUITY DEEP BFFR ETF OCT	ETF	$463K	0.2%Prev: 0.2%	10,658 SH	Increased
GOLDMAN SACHS GROUP INCORPORATED	COM	$4.0M	1.6%Prev: 1.2%	4,680 SH	Increased
HOME DEPOT INCORPORATED	COM	$729K	0.3%Prev: 0.6%	2,218 SH	Decreased-1,132 SH
HUBSPOT INCORPORATED	COM	$790K	0.3%Prev: 0.5%	3,235 SH	Decreased+1,363 SH
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY	ETF	$333K	0.1%Prev: 0.1%	7,985 SH	Increased+2,030 SH
INTEL CORPORATION	COM	$1.1M	0.4%Prev: 0.2%	25,323 SH	Increased+3,453 SH
INTERCONTINENTAL EXCHANGE INCORPORATED	COM	$276K	0.1%Prev: 0.1%	1,752 SH	Decreased
INTUIT	COM	$307K	0.1%	709 SH	New
INTUITIVE SURGICAL INCORPORATED COM NEW	COM	$462K	0.2%Prev: 0.3%	1,002 SH	Decreased-469 SH
INVESCO QQQ TRUST	ETF	$422K	0.2%	732 SH	New
ISHARES BITCOIN TRUST ETF SHS BEN INT	ETF	$666K	0.3%Prev: 0.2%	17,335 SH	Increased+7,573 SH
ISHARES INCORPORATED MSCI STH KOR ETF	ETF	$362K	0.1%	2,946 SH	New
ISHARES TR CORE S&P500 ETF	ETF	$371K	0.1%	568 SH	New
ISHARES TR RUS 1000 GRW ETF	ETF	$413K	0.2%Prev: 0.2%	968 SH	Increased-2 SH
ISHARES TR RUSSELL 2000 ETF	ETF	$248K	0.1%	1,000 SH	New
ISHARES TR S&P 500 GRWT ETF	ETF	$339K	0.1%Prev: 0.1%	3,000 SH	Increased
JOHNSON & JOHNSON	COM	$208K	0.1%	852 SH	New
JPMORGAN CHASE & COMPANY	COM	$1.1M	0.4%	3,582 SH	New
KB HOME	COM	$2.1M	0.8%Prev: 1.0%	40,304 SH	Increased+4,518 SH
MARATHON PETE CORPORATION	COM	$279K	0.1%	1,143 SH	New
MASTERCARD INCORPORATED CLASS A	COM	$762K	0.3%Prev: 0.1%	1,526 SH	Increased+1,002 SH
MCKESSON CORPORATION	COM	$725K	0.3%Prev: 0.3%	838 SH	Increased
META PLATFORMS INCORPORATED CLASS A	COM	$1.4M	0.6%Prev: 0.3%	2,521 SH	Increased+1,354 SH
MICROSOFT CORPORATION	COM	$6.9M	2.7%Prev: 3.3%	18,726 SH	Decreased-634 SH
MONSTER BEVERAGE CORPORATION NEW	COM	$778K	0.3%Prev: 0.3%	10,740 SH	Increased-2,000 SH
MOTOROLA SOLUTIONS INCORPORATED COM NEW	COM	$259K	0.1%Prev: 0.1%	597 SH	Decreased-51 SH
NEXPOINT REAL ESTATE FIN INCORPORATED REIT	COM	$975K	0.4%	72,399 SH	New
NOVO-NORDISK A S ADR (DENMARK)	ADR	$320K	0.1%	8,711 SH	New
NUVEEN REAL ASSET INCOME & GRO	COM	$255K	0.1%Prev: 0.1%	20,756 SH	Decreased-1,200 SH
NVIDIA CORPORATION	COM	$11.1M	4.4%Prev: 2.7%	63,516 SH	Increased+9,261 SH
NXP SEMICONDUCTORS N V (NETHERLANDS)	COM	$709K	0.3%	3,600 SH	New
ONEOK INCORPORATED NEW	COM	$411K	0.2%	4,550 SH	New
ORACLE CORPORATION	COM	$375K	0.1%	2,549 SH	New
OREILLY AUTOMOTIVE INCORPORATED	COM	$258K	0.1%Prev: 0.3%	2,790 SH	Decreased+2,301 SH
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	CL A	$21.5M	8.5%	146,935 SH	New
PALO ALTO NETWORKS INCORPORATED	COM	$245K	0.1%Prev: 0.3%	1,530 SH	Decreased-2,678 SH
PARKER-HANNIFIN CORPORATION	COM	$618K	0.2%	690 SH	New
PROGRESSIVE CORPORATION	COM	$461K	0.2%	2,327 SH	New
QUANTA SVCS INCORPORATED	COM	$316K	0.1%	576 SH	New
RITHM CAPITAL CORPORATION COM NEW REIT	COM	$598K	0.2%	63,083 SH	New
ROYCE GLOBAL TRUST INCORPORATED	COM	$272K	0.1%Prev: 0.1%	20,391 SH	Decreased-9,042 SH
ROYCE SMALL CAP TRUST INCORPORATED	COM	$445K	0.2%Prev: 0.2%	26,783 SH	Decreased-5,270 SH
S&P GLOBAL INCORPORATED	COM	$430K	0.2%Prev: 0.2%	1,011 SH	Decreased-59 SH
SALESFORCE INCORPORATED	COM	$1.2M	0.5%Prev: 0.8%	6,417 SH	Decreased-223 SH
SERVICENOW INCORPORATED	COM	$326K	0.1%Prev: 0.2%	3,120 SH	Decreased+2,506 SH
SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)	COM	$905K	0.4%	7,630 SH	New
SLB LIMITED COM STK (CURACAO)	COM	$242K	0.1%	4,708 SH	New
SYNOPSYS INCORPORATED	COM	$1.4M	0.6%Prev: 0.8%	3,615 SH	Decreased-265 SH
TESLA INCORPORATED	COM	$7.8M	3.1%Prev: 2.3%	21,026 SH	Increased+1,846 SH
THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A	COM	$7.9M	3.1%	359,191 SH	New
THERMO FISHER SCIENTIFIC INCORPORATED	COM	$557K	0.2%Prev: 0.2%	1,133 SH	Increased+396 SH
TJX COMPANIES INCORPORATED NEW	COM	$5.3M	2.1%Prev: 1.8%	33,051 SH	Increased+3 SH
TRANSDIGM GROUP INCORPORATED	COM	$276K	0.1%	238 SH	New
UNITED PARCEL SVCS INCORPORATED CLASS B	COM	$271K	0.1%	2,753 SH	New
UNITED RENTALS INCORPORATED	COM	$619K	0.2%Prev: 0.2%	850 SH	Increased
UNITEDHEALTH GROUP INCORPORATED	COM	$966K	0.4%Prev: 0.6%	3,569 SH	Decreased+1,114 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$492K	0.2%Prev: 0.2%	2,289 SH	Increased-71 SH
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$267K	0.1%	4,159 SH	New
VANGUARD HIGH DIVIDEND YIELD ETF	ETF	$329K	0.1%Prev: 0.1%	2,223 SH	Increased-97 SH
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	ETF	$4.6M	1.8%Prev: 1.6%	7,762 SH	Increased+1,174 SH
VANGUARD SMALL-CAP GROWTH ETF	ETF	$203K	0.1%Prev: 0.2%	672 SH	Decreased-1,326 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$1.6M	0.6%Prev: 0.7%	5,111 SH	Increased-136 SH
VERTIV HOLDINGS COMPANY COM CLASS A	COM	$823K	0.3%	3,286 SH	New
VISA INCORPORATED COM CLASS A	COM	$2.4M	0.9%Prev: 1.5%	7,824 SH	Decreased-1,522 SH
VULCAN MATLS COMPANY	COM	$877K	0.3%Prev: 0.6%	3,220 SH	Decreased-1,950 SH
WALMART INCORPORATED	COM	$378K	0.1%Prev: 0.1%	3,043 SH	Increased-146 SH
WASTE MGMT INCORPORATED DEL	COM	$268K	0.1%Prev: 0.1%	1,165 SH	Decreased+2 SH

Sold (vs prior filing)

ABBOTT LABS — $677K
AMERICAN TOWER CORPORATION NEW REIT — $470K
ARBOR REALTY TRUST INCORPORATED REIT — $216K
BOSTON SCIENTIFIC CORPORATION — $1.1M
CALIBERCOS INCORPORATED COM CLASS A — $14K
CHUBB LIMITED — $817K
COHEN & STEERS QUALITY INCOME — $126K
COSTCO WHOLESALE CORPORATION NEW — $1.4M
DANAHER CORPORATION — $341K
DIGITAL RLTY TR INCORPORATED REIT — $828K
EATON CORPORATION PLC SHS — $1.5M
FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF — $270K
FIRST TRUST HEALTH CARE ALPHADEX FUND — $247K
FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF — $566K
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF — $464K
HONEYWELL INTERNATIONAL INCORPORATED — $421K
INVESCO QQQ TR — $346K
JPMORGAN CHASE & COMPANY. — $896K
KKR INCOME OPPORTUNITIES FD — $162K
KKR REAL ESTATE FIN TR INCORPORATED REIT — $340K
… and 15 more

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