1776 Wealth LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 283,729
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 152 | 283,729 | 13F-HR | 1776 Wealth LLC |
| Q1 2026 | 5/8/2026 | 146 | 254,319 | 13F-HR | 1776 Wealth LLC |
| 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 | 222.2 K | 78.3% | 30.44 K | 0 | 30.44 K |
| ETFs | 61.5 K | 21.7% | 0 | 1.029 K | -1.029 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
283,729
Holdings
152
QoQ value change ($000)
29,410
(11.6%)
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.