1776 Wealth LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 265,632
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 141 | 265,632 | 13F-HR | 1776 Wealth LLC |
| Q3 2025 | 11/6/2025 | 140 | 259,446 | 13F-HR | 1776 Wealth LLC |
| Q2 2025 | 8/8/2025 | 143 | 242,803 | 13F-HR | 1776 Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 204.4 K | 76.9% | 5.16 K | 0 | 5.16 K |
| ETFs | 61.24 K | 23.1% | 1.027 K | 0 | 1.027 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
265,632
Holdings
141
QoQ value change ($000)
6,186
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.