1776 Wealth LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$283,729
Net value change ($000)
+29,410 (11.6%)
New positions
9
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BWIN 6,403 81.2%
AAPL 4,178 13.2%
AMZN 2,793 13.8%
INTC 2,418 216.3%
NVDA 1,903 17.2%
AMD 1,535 185.4%
AMAT 1,213 107.9%
GOOGL 1,165 22.0%
TSLA 1,024 13.1%
GS 774 19.6%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -4,161 -19.4%
ADBE -1,371 -15.6%
FTSM -843 -12.8%
INTU -307 -100.0%
TJX -285 -5.4%
BCSM -223 -100.0%
HUBS -209 -26.5%
XOM -201 -21.2%
CRM -182 -15.2%
FVD -127 -2.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type