1776 Wealth LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$306,228
Net value change ($000)
+22,499 (7.9%)
New positions
4
Sold out positions
7
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PLTR 11,121 64.2%
AAPL 5,020 14.0%
BWIN 3,371 23.6%
MSFT 2,550 35.7%
NVDA 2,099 16.2%
ADBE 1,440 19.4%
SPACE EXPLORATION TECHN CORP 1,265 NEW
AMZN 995 4.3%
RDVI 845 114.2%
META 669 43.9%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -1,351 -15.3%
AMAT -1,000 -42.8%
TJX -775 -15.5%
XOM -748 -100.0%
KBH -625 -25.7%
FTSM -563 -9.8%
GS -519 -11.0%
INTC -491 -13.9%
OKE -396 -100.0%
FXN -332 -100.0%
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